FYB Sales2CM

Integrating Salesforce and Content Manager

Using the FYB Sales2CM will provide the following benefits:

• Automated transfer of metadata and documents to Content Manager, removing manual capture processes and reducing operational costs
• Ensures your organisation is meeting its record keeping compliance requirements for the storage and management of documents and records within Content Manager
• Reduces the duplication of information stored in multiple places, increasing data integrity and providing efficiencies to users for the retrieval of information

What is Salesforce?

Salesforce is a customer relationship management solution that allows one source of truth for stakeholder management including contact details and capturing engagement interactions. The CRM is an integrated platform that provides organisations with marketing, sales, commerce, and service functionality in a single, shared view of every customer.