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Doxis Document Management for Salesforce

By SER Group Holding

Better-informed account managers have happier customers.

No Ratings
Paid Add-On Required  

Payment required for external services or products

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Industries
Horizontal Product
Business Need
Sales
Customer Service
Collaboration
Requires
Sales Cloud
Service Cloud
Platform Cloud
Compatible With
Sales Cloud
Service Cloud
Platform Cloud

Doxis Document Management for Salesforce brings the power of Doxis Intelligent Content Automation to Salesforce. It enables you to integrate both systems seamlessly — a prerequisite for comprehensive information management across system boundaries.

Highlights

360° view of customers: Build a single source of truth by capturing documents from any Salesforce entity and third-party systems.

Seamless integration: Keep Salesforce content and Doxis workspaces in perfect sync. Automate back-office tasks like document archiving, process monitoring, and customer file creation to free up your team.

Familiar work environment: Keep working in Salesforce as usual. Instantly access related quotations, contracts, and emails—or jump to the full customer file via the provided link for a complete view.

One source of truth, for everyone: Create a consistent, comprehensive view of customers and projects. Enable your entire service organization—including those without Salesforce access—to stay in the loop.

Stay compliant, reduce legal risk: Automatically archive key Salesforce documents and prove compliance with retention periods and data protection rules like the EU GDPR.

Trigger workflows automatically: As soon as an offer is accepted, automatically change the Salesforce status from opportunity to customer and launch Doxis workflows for approval or onboarding—including for users outside Salesforce.

Provider Details

SER Group Holding
Bonn, Germany
Founded
1984
Website
Email
Phone
+49 228 90896-0

SER is a leading vendor in the global document management market with its AI-infused Doxis Intelligent Content Automation platform. Focused on delivering a faster ROI, SER’s solutions for business-critical processes help leading brands regain control over their documents and automate workflows across enterprise ecosystems for higher productivity and efficiency. Recognized by analysts and loved by customers, SER makes daily work easier for more than five million users. With 40 years of experience, SER’s dedicated team works from 20 locations around the globe.

Pricing Details

Paid Add-On Required

You must pay for a product or service that is external to Salesforce for this solution to work.

Doxis Intelligent Content Automation with SmartBridge for Salesforce installed. Here you get only the companion app.

Suscription

€9,000 EUR/company/year