Document management system (DMS) integrated in Salesforce

d.velop connect for Salesforce

Two birds with one stone: Save time thanks to the simplified document search function while also saving money thanks to the elimination of storage costs in Salesforce.

  • Native Salesforce integration
  • Simple document storage
  • File structures can be used in Salesforce
  • Comprehensive full text search
  • Automatic file generation
  • Sharing and forwarding
  • Central data storage
  • Workflows can be used throughout the company
  • Offline integration for processing in the browser

With d.velop connect for Salesforce, the document management system is seamlessly integrated in Salesforce and can be incorporated in your Salesforce standard and custom objects. Using the smart search and filter functions in the DMS, you can find documents quickly and easily in your Salesforce CRM system and also open them there directly. Office documents can be processed directly in the browser. With a corresponding integration into the Salesforce world, this means that quotations, contracts etc. can be processed and finalized in the Office applications directly from Salesforce and then made available to the customer using the standard Salesforce tools. 

Document management, seamlessly integrated in Salesforce, facilitates day-to-day work.

 

 

When implementing Salesforce, it is important to bear in mind the extremely high storage costs for documents such as contracts, technical documentation or customer correspondence. The seamless integration of document management in Salesforce not only solves this problem, but also ensures that all parties are always working with the up-to-date version of a document.

The combination of d.velop documents and Salesforce – the best of both worlds

Salesforce is indisputably the leading CRM system on the market. But when it comes to document management and archiving, d.velop documents definitely has the edge. We therefore recommend integrating both systems. Use d.velop documents to ensure archiving processes comply with the generally accepted German accounting principles. Enjoy modern functions, such as document versioning, and support access to relevant documents even without a Salesforce license. And last but not, take advantage of simple billing per user and month. 

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Small solution, big impact: Digital signature


Do you still print out your documents, sign them and then scan them in again? Without a digital signature, processes will always be cumbersome, unsustainable and a major obstacle on your way toward becoming a paperless office! We make it easy for you to use an end-to-end, fully digital process – from creating a document to adding a legally valid signature – including archiving in a single system.


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