Next - Enterprise Document Management for Salesforce

Smart features, easy setup and outstanding support from the Next team

As a Salesforce partner, we often meet customers who struggle with managing large documents in big volumes in Salesforce. Recently I had the opportunity to implement Next for Salesforce with one of our clients (a big European manufacturer). Next was easy to install and configure because it’s an online DMS in Azure and the Next connector was a managed package that’s now in the AppExchange. The Next Connector integrates completely with Salesforce (Lightning experience) and is fully configurable from within any Salesforce page (supporting both standard and custom objects). Next can use Salesforce as the IDP and give users single sign-on. Our customer generates a lot of big PDFs and they transfer instantly to Next. Migration of documents has also become real easy. I was impressed with the support and cooperation from the Next team. They were highly responsive and always available to help us with questions and problems. And good at listening to our needs as an SF partner and the needs of our customer. Data integration was quite complicated until they added support for SOQL which made it simple and easy. The project was a success and exceeded our client's expectations. Moving forward, we will recommend Next for Salesforce to all our customers.

We can finally view all relevant customer documents directly in Salesforce

Next is the perfect fit, if you’re looking for an affordable cloud-based DMS with simple Salesforce integration, powerful search (searches the entire document, not just metadata or file name), and easy configuration. Before implementing Next, our Sales & Service departments stored documents in different repositories making it impossible to get a single 360-degree view of all customer documents in Salesforce. People had to leave Salesforce and search through multiple tools to find the documents they need to get the job done. Moreover, the Field Service team couldn’t access documents on the go, making it hard to get work done efficiently. Next has changed all that. Everybody is now storing, collaborating, and retrieving documents in the same repository, saving precious time and money. The experience of using Next in the Salesforce mobile app could be better but I’ve heard that improvements are on the way.