Integration Connectors
Salesforce
Enhance customer relationships by managing the entire customer lifecycle from acquisition to retention.
Overview
Utilize the capabilities of NewgenONE Digital Transformation Platform seamlessly within your Salesforce application to manage, share, and leverage content while automating processes and maintaining compliance. Enhance your Salesforce investment with advanced document management and collaboration tools for efficient information sharing. Integrated with Salesforce AppExchange, Newgen offers a comprehensive solution for a 360-degree view of customer information, streamlined customer journeys, reduced turnaround time, and improved decision-making through AI/ML-based content services.
Key Features
- Effortlessly retrieve all documents related to an account or opportunity within the Salesforce system. Seamlessly integrate Salesforce with various applications like Office 365, ERP, and banking systems through a unified interface.
- Sophisticated features for overseeing content within Salesforce and other enterprise systems, including improved document versioning, access management, intelligent content services, and advanced metadata control.
- Assistance in customer communication management with automated email capture, intelligent classification, and personalized communication delivery with a single click.
- A records management system certified by DoD 5015.2, NRAA Oman, and VERS ensures compliance with retention, data privacy, and legal regulations.
