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SmartIQ™ for Salesforce
Intelligent Forms for the Most Important Business Processes
Overview
SmartIQ for Salesforce is a digital data collection solution that tackles two of the biggest frustrations for today's companies - data quality and access to information - by transforming legacy forms into sophisticated, guided interactions.
Fully integrated across the Salesforce platform, letting companies leverage any Salesforce product and achieve maximum utilization of existing technologies.
Low-code design interface allows business analysts to drive digital transformation and automation within their line of business - and avoid IT backlogs for development of new digital initiatives.
Prebuilt form templates expedite transformation of complex, critical industry applications in Financial Services, P&C Insurance, Life Insurance, and Healthcare expedite build and implementation timeframes.
Data and approval workflows eliminate back-office data entry and automate approvals across multiple stakeholders to shorten turnaround times and notify end-users when there is a change in status.
Experiences automatically adapt to the end-user's device, delivering mobile-friendly, omnichannel experiences for today's tech-savvy consumers.
Versatile signing options to support the level of legal agreement required by business process helps you avoid unnecessary eSignature costs and streamline the experience.
Multi-language support lets you present translated experiences to end-users automatically based on their device language settings.
Robust, drag-and-drop branding tool with 50+ customizable properties creates visually engaging, on-brand experiences without separate web development tools or custom coded skins to meet brand guidelines.
Supports Remote Online Notary (RON) from DocuSign when required as part of a business process.
SmartIQ for Salesforce is a digital data collection solution that tackles two of the biggest frustrations for today's companies - data quality and access to information. SmartIQ for Salesforce uses enterprise integrations and data workflows to validate collected information and route that information to adjacent technologies for further processing or to stakeholders for review and approval. Armed with better data, Salesforce solutions can deliver more personalized, relevant interactions throughout the customer journey and support the broader automation initiatives that need accurate, reliable, and timely information. Why Choose SmartIQ for Salesforce? In today's digital-first, data-centric world, SmartIQ for Salesforce is a strategic compliment to any Salesforce ecosystem - helping companies gain bigger, better benefits from their Salesforce products faster and more securely than ever.
Categories
- Business Needs
- Customer ServiceProcess ManagementDocument Generation
- Industries
- Horizontal ProductFinancial ServicesHealthcare & Life Sciences
- Personas
- Business UserDeveloperExecutive
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Multiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyMultiple CurrenciesManaged Package