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Integration for Salesforce Sales Management

Document management and workflow solutions for sales and marketing departments.

Core to every business is the dedicated sales department. It is important to eliminate any barriers, obstructions and processes that hinder the work of the sales department. Getting bogged down in administration, inefficient data capture plus slowed by waiting on approvals and delayed under a mountain of paperwork can all be problems of the past for Sales departments. With Inpute’s sales optimising solutions, sales professionals and administrators can focus on what they do best, while automating and efficiently completing the accompanying admin work of the sales process.

  • Access documents anywhere
  • Control contracts
  • Centralise the storage of Sales and Marketing Content
  • Gain better insights into business processes

Build an easily accessible library of sales and marketing material stored in one central secure repository. An outstanding sales experience involves offering customers critical information in a smooth and seamless process. Reduce the time and manual effort of manually sending, versioning and approving content for your sales team. A sales management solution offers full audit trail on document changes and approvals. This solution provides clarity around the process of delivering your sales and marketing messages. Your teams work in a fast paced environment and need an agile solution that can exceed customer expectations.

A Sales Management solution is designed to keep processes and people connected, even for the most distributed workforces.

An ideal solution for modern teams that need to:

  • Move to the cloud
  • Go Paperless
  • Increase Security
  • Work Remotely
solutions suitable for the Sales Management
The Integration for Salesforce® provides an intuitive way for users to access content from their Salesforce screens, while providing an industry ­leading content services platform that features flexible document management, granular security and retention. Users have seamless access to content services capabilities like document search, retrieval, and document import directly from Salesforce interfaces without overburdening their Salesforce solution with large files.
Managing all the critical documents and paperwork associated with this onboarding process takes a lot of manual effort. Automating client onboarding not only standardizes the process but also offers clients a quick and seamless onboarding experience. By leveraging document management and workflows this solution sets the tone of an efficient and competent enterprise.
eSignatures enable you to remove the laborious and time-consuming tasks of printing, faxing, mailing and manually validating signed paper. eSignature solutions have become an integral part of business' operational, compliance and security initiatives in recent years. Inpute offers a number of  standalone or integrated electronic signature solutions.
Inpute equips organizations to manage the contract lifecycle from request to approval to expiration and renewal, automating predictable steps while providing the information and tools personnel need to drive work forward.

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