OnBase users can now utilize Hyland's industry-leading content services, granular security, and retention management capabilities along with the data stored in their Salesforce system.
Fremont, CA: Hyland, a leading content services provider and Salesforce ISV partner, has introduced its OnBase Integration for Salesforce on Salesforce AppExchange, offering access to important business data as well as documents alongside corresponding Salesforce records. Organizations utilizing the integration get a complete view of information for customers, vendors, and transactions within a familiar interface to make faster, more informed decisions.
OnBase users can now utilize Hyland's industry-leading content services, granular security, and retention management capabilities along with the data stored in their Salesforce system. Documents and content such as invoices, contracts, and bills are securely centralized in OnBase and accessible directly from corresponding objects in Salesforce, and can also be imported from Salesforce without navigating to a separate application. With smooth access to all documents aligned to a customer or vendor record, employees are able to improve response times and strengthen relationships.
"In an era when customers expect instant issue resolution or transaction updates, it's critical to have the right information at your fingertips to appropriately respond to each individual query," stated Mike Malzacher, solution marketing manager at Hyland. "The OnBase integration for Salesforce provides a holistic view of all information aligned to a customer or vendor relationship, equipping staff to provide the best service possible."
"Hyland's OnBase Integration for Salesforce is a welcome addition to AppExchange, as it helps power digital transformation for customers by surfacing relevant content directly from Salesforce," stated Woodson Martin, GM of Salesforce AppExchange. "AppExchange is constantly evolving to enable our partners to build cutting-edge solutions to drive customer success."