Better customer relations through ECM & Salesforce integration

Thursday, March 18, 2021, 11:00 am to 11:30 am (CET)*

Boosting customer retention through top service

Never keep a customer waiting – every business knows this. Yet, are you able to respond to customer inquiries and handle service requests immediately? In this webinar you will learn how the integration of Salesforce with Doxis4 helps to create seamless customer processes and give you a complete view of your customer history – including all the documents and data missing in Salesforce. You will learn how to automate processes across system boundaries and improve communication with your customers. We will also take a look at data protection and show you how to process all customer data in your company in compliance with the EU GDPR.

Register for webinar

In this webinar, you will learn:

How to get a 360-degree view of your customers, even without Salesforce access

How to automatically store & update information from Salesforce in eFiles

How the CRM extension and Doxis4® iRoom® help you share information securely with customers

How to process, store & delete all customer data verifiably in accordance with the EU GDPR

*If you miss out on a webinar you signed up for, no worries! We'll automatically send you a link to the recording. You can watch the webinar at a time convenient for you.

John Juerss

My name is John and I have lived and breathed content for over 20 years! Currently I am an International Sales Consultant for SER Solutions International.

From the earliest days of web content management through to the latest machine learning and artificial intelligence capabilities of enterprise content management platforms, I have been involved in all aspects of consultancy, software development, pre-sales, marketing, sales enablement and partner management. A techie at heart but with a head for business, value engineering and solutions design, I relish the opportunity to share with you the advanced capabilities of SER Doxis4!