springcm for salesforce
Start in Salesforce. Stay in Salesforce.
If you asked us to name our most vocal fan base, we’d have to say Salesforce teams."You can’t even imagine how powerful SpringCM is until you use it!" "I’ve created contracts in minutes, sent them out for signatures in three separate countries, and had them back in my inbox before I could get a cup of coffee!"
We resolve a major frustration around Salesforce file sharing and collaboration, Salesforce contract management, and Salesforce document management. And with SpringCM, you never leave Salesforce.
That’s big. When you live and breathe in Salesforce, as many of us do, there’s nothing more annoying than hunting for content. It must be somewhere in that Chatter feed. What servers are the archived contracts kept in? Or even when you find what you need in Notes & Attachments or on the file share, you now have to download it to your desktop, make the fixes, and send it as an attachment to an email. Hopefully, you remember to put it back in Salesforce. And, speaking of annoying, who has the contract for this Opportunity? Sound familiar?
We take the “management” out of content management
SpringCM for Salesforce extends your investment in the Salesforce platform. We do this by elegantly handling all your Salesforce document management needs—and no one does this better in Salesforce than we do. SpringCM for Salesforce gives you a secure content cloud within Salesforce to centralize, organize, and share content both inside and outside your organization. Now you can have one-click access to all the information you and your colleagues need to do your jobs—organized and easy to find—without leaving Salesforce.
As you work with your SpringCM content, you can tap into the power of an unparalleled set of content management features, including the ability to edit documents with one click, share them internally with a private link, or turn any document or folder into a public webpage. Your IT group relaxes because security is never a concern.
Content in context
To prevent information overload and increase productivity, SpringCM delivers different slices of SpringCM content depending on what you are doing and where you are in Salesforce. We call this “content in context.” No combing through unrelated files and folders: SpringCM delivers only what you need (and no more) to that Account, Opportunity, or Case. And when you work with that specific subset of content from a particular page, all changes are automatically rolled up to your SpringCM content cloud when the file is saved.
- The SpringCM File it! app is embedded in specific Salesforce pages to give you and your colleagues a secure space to create, share, and work with content relevant to a particular page.
- The SpringCM Get it! app searches for, and dynamically delivers, content specific to the profile information on a Salesforce page, such as information about your competitors.
Easily share content in Salesforce
SpringCM makes it easy for teams to securely collaborate with shared project folders, version control, and automated alerts. You can easily add, organize, and share content from an Opportunity or Account. Private and public links simplify sharing content with users outside of Salesforce.
Create document workflows to really make life in Salesforce easier
Ultimately, work revolves around content, and it’s not done in isolation. In addition to powerful content management capabilities for extending your Salesforce CRM software, we also take the “work” out of your “workload.” With advanced functionality like Smart Rules and automated workflows, you can assign tasks, automatically send notifications, and automate document approval processes. Think of them as a hands-free way to free up time in your day.
Take document approval workflows for contracts, for example. So easy in SpringCM: a simple drop-down menu is all it takes to send a contract for external review, internal signoff, and eSignature. What about exceptions? Such as when deals over $50K need to be signed off by the VP? SpringCM is smart enough to know that and to send it off to the right person for approval.
Salesforce AppExchange "Customer Choice" Award winner
SpringCM + Salesforce customers across a broad range of industries are deriving incredible value by leveraging our two complementary, very tightly integrated cloud content management apps. It’s the perfect marriage of a Content Cloud Services platform and a CRM data platform that easily scales for global operations. Start in Salesforce. Stay in Salesforce. All the content you need to do your job at your fingertips. Check out our rave reviews on the Salesforce AppExchange.