Synchronize your Content Directly Into Salesforce

The pain points

Salesforce is a popular and widely used CRM. Unfortunately, a common pain point with CRM systems, like Salesforce, is that storage can become costly. In many industries, there are instances where you want to upload documents that are relevant to a client within your CRM. Unfortunately, with most organizations, most documents are rather large, and Salesforce can’t handle it. Or in the case that you can upload a document, there might be more than one instance over the span of your work that you will want to upload more related documents. This is where you might exceed your storage amount. In some cases, you might want to archive your old content that is stored in Salesforce to free up space for new or more recent contacts. So, what is next?

What you think you should do

You might think that the next reasonable step is to keep documentation in a separate repository. One that has much more storage space and flexibility. You might think, “It can’t be that difficult.” It may not be difficult, but at some point, it will become frustrating and time consuming to fish through all your data each time you need to find related documents. Maybe you want to use a central repository to archive all your older content and data, but doing this manually will take up a huge chunk of time, and you want to make sure you are within compliance. You might consider finding a solution that can do it all. Maybe something that can be your repository of record and your CRM. Or you can continue to use best-of-breed solutions and synchronize or integrate those applications together.

What you should really do

This is where SeeUnity comes into play. We have seen time and time again, the use cases where organizations want to keep their best of breed solutions, like salesforce, and keep a single repository of record. These organizations also want to synchronize or integrate systems to allow their content to reside in both places at once. Their users want access to the content to make changes, while also wanting access to the content within their CRM. SeeUnity has two solutions that can help achieve those goals.

The first of which is our Fusion Content Integration. Fusion can surface your ECM content directly into Salesforce. It can do this intelligently based on metadata that corresponds to a specific customer record. That way, users have easy access to ECM content that is related to a client or customer. Another advantage of Fusion is that users can also edit their ECM content from within Salesforce. Also, by keeping content in your ECM you don’t have to worry about exceeding the data limitations or storage costs imposed by Salesforce.

The other solution SeeUnity that can provide is Echo Content Synchronization. This can be used in order to archive content back to your ECM that is uploaded directly to salesforce. The goal of archiving is to remain in compliance with any regulations by keeping all of your content in your repository of record.

For more information about our Echo Content Synchronization solution or Fusion Content Integration, please contact info@seeunity.com. Also, join us for a webinar about Salesforce integration and synchronization on May 9, 2017 at 9 AM MDT.