For better-informed customer service

Doxis SmartBridge for Salesforce

A Product of SER

Provide all customer-related data from Doxis, Salesforce and other systems in Salesforce for your sales and customer service teams. Customers are happier when account managers are better-informed.

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How you benefit from Doxis SmartBridge for Salesforce:

  • 360° view of customers
    Create access to all customer information – for employees with or without Salesforce access
  • Lighten workloads in the back office
    Automate back office processes, e.g. archiving documents, monitoring processes, or adding customer records
  • Delight your customers
    Better-informed customer service managers can respond more quickly and accurately – and strengthen customer retention

The Doxis connector for Salesforce automatically creates Doxis eFiles for Salesforce objects (e.g., Lead, Opportunity) and transfers documents from Salesforce to these eFiles. It is also possible to access information and process instances from Doxis directly in Salesforce (other Doxis solutions may be required). In this way, Salesforce users have access to content from additional business applications that are connected to Doxis.
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