ECM for Salesforce
If you operate your company-wide Customer Relationship Management (CRM) with Salesforce, we will integrate all the necessary ECM functions for you — either in the cloud or on-premises.
- working in a familiar interface
- no rethinking, no training requirements
- direct access, display and filing of documents and dossiers in Salesforce
- document-based business processes can be launched and tracked directly from Salesforce
- all the key functions of your ECM system can be used in Salesforce
Regardless of whether you work with the sales, service, or community Salesforce Cloud, d.velop products can be integrated into your Salesforce from anywhere and within a very short time.
With no interruption to operations.
Document management in Salesforce
We ensure that you work more efficiently in your CRM system, process your documents and business processes much faster and save additional storage costs thanks to simple document storage and automatic dossier generation, convenient document search functions and document versioning. An important step in ensuring archiving processes comply with Generally Accepted German Accounting Principles.
Find out more about document management with edoc
Digital signatures in Salesforce
d.velop sign can be used to sign all documents and contracts directly in Salesforce within seconds and in full compliance with eIDAS and GDPR. This intuitive signature process can also be used on mobile devices with a German eSignature or as a cloud-based solution without any hardware or software installation. For purchasing, sales or HR.
Find out more about digital signatures with edoc
We ensure that all content can also be made available to users without access to Salesforce via d.velop documents, Outlook and Teams in accordance with compliance regulations.
