ARCHIVE DOCUMENTS DIRECTLY IN
SALESFORCE™ – AUDIT-PROOF
AND COST-SAVING

In the course of the sales process, a large number of documents are created which are mostly stored on a decentralized basis due to the use of different systems. This often makes searches for documents difficult and time-consuming. In addition, in data archiving in sales one needs to keep in mind: All tax-relevant and business-critical documents have to be stored in a legally-compliant way.

Would you like to store all your documents centrally and in compliance with the legal requirements directly in Salesforce, but do you feel that the storage space is too expensive? The EASY Archive for Salesforce™ plug-in is an SaaS solution that integrates directly into the Salesforce interface with which you are familiar, providing you with a cost-saving alternative – while keeping your documents and data secure. By the easy addition of files via a Drop Zone as well as automatic versioning, current and relevant customer documents are available to you from a central store. Increase your productivity and say goodbye to tedious searches for documents.