Newgen ECM | Content Management for Salesforce

The connector enables capturing, controlling and archiving large volumes of content within Salesforce. It removes content silos & ensures that users work on right versions of content. It also makes the content available to non-Salesforce users as well.

1 of 5

Your employees interact with content in various ways depending on their roles. However, most business users spend a lot of time looking for the right content as sometimes it is hidden within emails or personal drives. Also, due to inefficient content management practices and tools, it results in reduced efficiency and productivity and increased risk to security. Integrating Newgen OmniDocs with Salesforce allows users to leverage content management capabilities such as versioning, extensive search, workflows, records management, collaboration, and more. The integration enhances sales productivity by reducing emails, cost, and time spent on searching content. It enables easy access to content anytime, anywhere, and delivers the right versions of documents all the time. Users can manage content for the standard Salesforce objects and the custom objects created within Salesforce. Also, users need not toggle between the content management and Salesforce system. For accessing other components like repository, search, workflow, dashboard, etc., users have the option to login into the OmniDocs application directly.