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SmartIQ™ for Salesforce

Intelligent Forms for the Most Important Business Processes

Overview

  • 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 Service
Process Management
Document Generation
Industries
Horizontal Product
Financial Services
Healthcare & Life Sciences
Personas
Business User
Developer
Executive
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Multiple Currencies
Managed Package

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