- Problem
What is records management? Government and large enterprise use their Content Management System (CMS) for document archiving and records management as a legal and regulatory requirement. The challenge is creating and keeping these records up to date as more and more paper based processes are replaced with digitised apps, webforms, portals and CRMs.
- Solution
You can automatically create & sync files and documents between your CRM and CMS, to ensure document & record archives are always up-to-date, correctly filed and searchable around your single view of customer.
- Impact
Reduce time and effort filing your documents and records. Relate your CMS to CRM to support a stronger single view of the customer. Reduce file storage costs in your CRM and keep your systems in-sync allowing users to quickly find the right information.
Records Management By FlowBuilders
Eliminate duplicate information and keep your archives up-to-date
Request a demoSolution Highlights
- Eliminates duplicate information sources
- Sync case information from your CRM (e.g. Salesforce) to your CMS
- Maintain version control with automated sync
- Ensure case managers have all the relevant details at their fingertips
- Maintain Audit trails while passing document properties back to CRM from your CMS
Create data records
Easily convert CRM (e.g. Salesforce) records into files
Sync with Content Manager
Automatically create and update archived documents
Case Management
ERP sync with CRM
Single view
Locate up-to-date files easily from the CRM
Implementation Plan
- 1
Discovery & Research
Discuss best practices from market leaders
Outcome: Prioritized Automation Plan
- 2
Collaborative building
Outcome: Working Automation
- 3
Testing & business unit training
- 4
Go live!