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

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