You implemented a CRM to help improve how your employees track and interact with clients, cases, and contracts. Your employees are working daily within your CRM like Salesforce or Dynamics. They should be able to easily access your DM content from within Salesforce, but it’s not always that easy. CRM systems like Salesforce have strict rules for the size of content and it’s often pricey to store content within the CRM. Not only that but having content stored in two locations undermines your ECM and your Information Governance plan.
Our Echo Content Synchronization product can help you ensure that all content uploaded to your CRM is archived back to your document repository of choice, through an administrative control panel that can be configured in a variety of ways to meet your unique needs. In addition, our Fusion Content integration can embed relevant content directly into customer or case records that stay stored in your ECM, making it easier for employees to do their jobs and for content to stay in control.