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Elevate Your Agents with AgentExchange Solutions
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SideDrawer Connector
Collaborative Digital Vault
Overview
Securely engage with your clients. Exchange the most sensitive documents with your internal users, clients, your clients' family members and their 3rd party Professionals.
Stay Safe: Protect sensitive information exchange without using risky email links, and reduce overall email traffic by ~45%. Given that 90% of data breaches start with an email - reducing overall email volume reduces potential liability.
Stay Organized: Find files quickly with SideDrawer’s productivity workflows and intuitive document categories. Our guided organization will reduce admin time by 60%+.
Stay Connected: Easily collaborate with your team members, clients and service providers on any document type, without risking forgotten permissions, legacy access, and risk unwanted exposure.
While there is a tremendous amount of complexity behind SideDrawer, we ensure that the user experience is simple, and intuitive across our web, mobile and desktop applications allowing users to have a stress-free experience. We know Salesforce CRM is a key application for many financial services businesses. Our native Lightning Web Component provides a seamless experience within the Salesforce environment. Internal users can leverage SideDrawer within Salesforce, while external users can leverage our intuitive web or mobile experience.
Categories
- Business Needs
- CollaborationDocument Management
- Industries
- Horizontal Product
- 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.Person AccountsSupports Salesforce orgs that use Person Accounts.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyPerson AccountsManaged Package