Stortext is pleased to announce a partnership with cDecisions, a leading Customer Relationship Management (CRM) consultancy. The deal sees Stortext’s flagship EDRM system, Omnidox, combine with Salesforce, the leading on-demand CRM system. It enables users to view their Omnidox documents from the confines of Salesforce. For example, a sales team can now see all of a customer/company’s communication in one place, ranging from sales proposals to tender documents and invoices. Users can also view documents related to a particular case or opportunity. Even better is the way in which inbound Omnidox documents trigger workflow tasks in Salesforce, such as creating activities/cases that relate to specific customer requirements.. This alliance of two powerful platforms aids companies in streamlining their business practices and subsequently to improve customer relationships. An overview of the benefits of the partnership can be found below:
- Enables a single view of all customer communications (paper, email, fax, electronic)
- Links unlimited documents to your CRM processes and accounts
- Displays documents against contacts, accounts, case studies, opportunities or even custom objects
- Triggers workflow activities in Salesforce from Omnidox when inbound documents are received
- Displays prebuilt reports with powerful analytics around business process workflow and SLAs





