Salesforce and eDOCS Integration Enables Centralized Collaboration – In order to stay sharp and on top of the continuously shifting retail insurance industry, Polaris UK Limited conducts a technology refresh every 2-3 years, including software updates and an analysis of workflow processes. As a result, several needs emerged that required attention to support company efficiency and growth. Senior Sales and Marketing Analyst Matt Doonan was searching for an innovative customer relationship management (CRM) platform to align sales and service to meet new business opportunities. The organization has utilized an OpenText eDOCS DM for nearly 20 years, which served them well, but the need to internally collaborate and work in other third-party applications hindered document security and information governance initiatives (IG).
SeeUnity’s Fusion Content Integration Solution improved workflow and productivity, as Polaris’ users are now all able to find, access, and more efficiently manage the same documents as their colleagues in their familiar eDOCS DM from the cloud-based Salesforce. Fusion also allows for future third-party application integrations as Polaris continues to modernize and expand.
“The SeeUnity integration enabled the two systems to securely talk to each other, which is a massive win for the organization on many levels.”
– Ken Fearis | Director, Alternative Solutions International Limited
Read more about how SeeUnity helped Polaris helped modernize CRM and DM platforms through integration.