Do more with Salesforce
Go beyond just leads and opportunities by taking care of the entire customer journey
Manage your customers’ documents, leads, opportunities, and communications
Leverage NewgenONE Digital Transformation Platform capabilities from your Salesforce application. Manage, control, share, and utilize content through Salesforce applications while automating business processes and ensuring compliance. Maximize your existing investment in Salesforce with advanced document management and collaboration capabilities that enable information sharing with internal and external stakeholders.
Integrated directly with Salesforce, Newgen is currently available on Salesforce AppExchange.
Unified Information Access
Easy access to all documents pertaining to a specific account or an opportunity from the Salesforce system
Unified interface that connects Salesforce application with other applications such as Office 365, ERP, banking, and more
Centralized Document Management
Advanced capabilities for managing content across Salesforce and other business applications
Support for capabilities such as enhanced document versioning, access control, intelligent content services, and advanced metadata management
Streamlined Customer Communications
Support for managing customer communications
Automatic capturing of incoming customer emails, classification through intelligent services, and delivery of customized customer communications at the click of a button
Certified Records Management
DoD 5015.2, NRAA Oman, and VERS certified records management system
Adherence to retention, data privacy, and other legal requirements
Why Should You Integrate Salesforce Applications with NewgenONE Platform
Improve customer satisfaction by enabling a 360-degree view of customers’ information and ensuring easy access to the relevant information
Leverage Newgen’s low code process automation platform’s capabilities along with Salesforce to streamline end-to-end customer journeys
Reduce turnaround time by delivering key information to customers, resulting in faster processing
Enable intelligent decision-making and increase operational efficiency by leveraging Newgen’s AI/ML-based content services