A CRM, like Dynamics, is an important business application for any organization. However, if your organization uses an ECM like iManage, frustrations come quickly when you need to find documentation that is directly related to a customer or client in Dynamics. Switching between applications can become cumbersome and often lead to user frustration and create […]
CRM
2017 Resolutions
Happy New Year everyone! We hope everyone had wonderful holidays and enjoyed their breaks if they got them. Since everyone seems to be making resolutions, we thought we would help you out with some practical ones for your business. Slim down No, we don’t mean putting everyone on a diet and exercise plan. We mean […]
The Rudolph of Enterprise Content Management
*This is a guest blog written by our Marketing Intern, Natalie Rogers. The other day I was trying to explain to someone what SeeUnity does, and how they add value. I realized what we do is so personalized and niche that it is hard for the average person to really grasp the nature of what […]
12 Days of ECM Part 6
Day 11: Salesforce On the eleventh day of ECM, my IT manager gave to me, integration with Salesforce! CRMs are super important to any business. They say that your most important asset is your customers. You want to make sure you have a CRM like Salesforce to keep in contact with customers and clients. Enabling […]
Synchronization Hurdles: A Whitepaper Preview
So, you are thinking about synchronizing your ECM system with other disparate systems, CRMs, or fileshares. However, you are unsure how to navigate the various challenges that synchronization presents. Well, never fear, because we have a whitepaper ready for download that will help you navigate the hurdles of synchronization. Let’s do a quick preview here. […]