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Simplify your sales processes with d.velop and Salesforce

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Do you spend way too much time searching for the documents you need? And when you do find one, can you be sure it's the most current version?
These are just a few of the challenges our customers faced before coming to us. We had just the answer for them: d.velop documents for Salesforce.
Find the documents you need, where you need them: connected to your customer accounts and opportunities - directly in Salesforce. Use the time you save searching to serve your customers!

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Agenda: 

  • Challenges managing documents in Salesforce
  • d.velop documents as a central information platform
  • Example of a Sales Process within an organization
  • Next Steps