DocumentMall™ for Salesforce solves the problem of incorporating paper documents in a Salesforce account. Many key business documents such as contracts, purchase orders, non-disclosure agreements and more, require a physical signature and are often stored in filing cabinets outside of the Salesforce environment. Through a unique integration with multifunctional products (MFPs) from Ricoh Americas Corporation, Salesforce users can easily scan, catalog and store hard-copy documents that are related to their business process.
Key Features and Benefits
Exclusive MFP integration to maximize productivity
- Direct scanning into Salesforce from Ricoh MFPs automates any document intensive business process.
- Scanning into Salesforce is as easy as making a copy.
- Eliminate the inefficiencies of paper-based documents and provide Salesforce subscribers with anytime, anywhere access to all files associated with a Salesforce record
Easy to Integrate / Easy to Use
- Salesforce account administrators can add built-in access to scanned documents and electronic files to any standard Salesforce object such as opportunities, accounts, contacts, leads, campaigns as well as custom objects within the account
- DocumentMall works transparently in the background to store and deliver documents minimizing the learning curve and increasing usage of the Saleforce application.
- Buttons and links provide Salesforce users with point and click access to key documents while working within their Salesforce account
- Administrative tools streamline the integration process into Salesforce
Increase information security and disaster readiness
- Affordable and secure storage alternative with convenient scanning for consolidating paper and electronic documents
- Documents are stored in SAS 70 Type II data center eliminating the risk of managing paper and keeping important paper-based documents safe
- DocumentMall’s powerful document management and security features ensure information is associated with the right records and Salesforce subscribers
