Manage your customers’ documents, leads, opportunities, and communications

Leverage NewgenONE Digital Transformation Platform capabilities from your Salesforce application. Manage, control, share, and utilize content through Salesforce applications while automating business processes and ensuring compliance. Maximize your existing investment in Salesforce with advanced document management and collaboration capabilities that enable information sharing with internal and external stakeholders.

Features

• Unified Information Access - Easy access to all documents pertaining to a specific account or an opportunity from the Salesforce system - Unified interface that connects Salesforce application with other applications such as Office 365, ERP, banking, and more
• Centralized Document Management - Advanced capabilities for managing content across Salesforce and other business applications - Support for capabilities such as enhanced document versioning, access control, intelligent content services, and advanced metadata management
• Streamlined Customer Communications - Support for managing customer communications - Automatic capturing of incoming customer emails, classification through intelligent services, and delivery of customized customer communications at the click of a button
• Certified Records Management - DoD 5015.2, NRAA Oman, and VERS certified records management system - Adherence to retention, data privacy, and other legal requirements