Скачать или смотреть How the Salesforce OnBase Integration Unlocks Seamless Collaboration

If you’re an OnBase and Salesforce user, you need to know about the powerful Salesforce OnBase integration that can elevate your organization’s efficiency and collaboration.

In today’s fast-paced business environment, streamlined processes and unified data are critical to success, and this integration offers just that.

Join us as we explore:

1. An Introduction to the Salesforce OnBase Integration: You’ll leave with a better understanding of the benefits of combining the robust CRM capabilities of Salesforce with the powerful content management features of OnBase.

2. Effortless Data Syncing: Learn how to seamlessly synchronize data between Salesforce and OnBase, ensuring that your teams work with the most up-to-date information across platforms.

3. Enhanced Workflow Automation: Discover how the integration optimizes your workflows and routine tasks and reduces manual efforts, thereby increasing overall productivity in Salesforce.

4. Unified Customer Insights: See how the integration provides a 360-degree view of your customers by uniting Salesforce’s customer data and OnBase’s document management capabilities.

5. Implementation Best Practices: You will gain valuable insights into the best practices for implementing and maintaining the integration to ensure a smooth and efficient workflow.

00:00 Intro - Bryan Boynar, Hyland Software & Joseph Ponte, Naviant
01:00 Agenda
01:54 Salesforce - A One-Stop Shop
05:25 Does Everything Need to Live in Salesforce?
06:54 How Salesforce & OnBase Combination can Revolutionize How to Manage & Leverage Data
16:15 Implementation Best Practices
19:48 How to Get Started - Resources

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