Join Our Exclusive Webinar with Convergent & d.velop
Salesforce is the heartbeat of many organisations—powering sales, customer service, and operational processes. However, when it comes to document management, businesses often struggle with inefficiencies. Critical documents are scattered across multiple platforms, workflows become disjointed, and compliance risks increase.
At Convergent, we are experts in intelligent content management, helping organisations maximize efficiency, security, and compliance. That’s why we’ve partnered with d.velop, a leader in document management solutions, to bring you an exclusive webinar on smarter document management for Salesforce users.
What’s This Webinar About?
This session will explore how organisations using Salesforce can transform document and content management with d.velop’s advanced integration solutions. By eliminating information silos and automating workflows, you can boost productivity, improve compliance, and reduce storage costs.
What You’ll Learn:
- How to manage and search documents directly within the familiar Salesforce interface
- Robust search capabilities, including full-text search and metadata categorisation
- Flexible storage options that optimise usage and costs
- Ways to optimise Salesforce processes using Microsoft 365, SharePoint, Teams and Outlook
- A live demonstration of how d.velop’s solutions enhance Salesforce functionality
- Best practices for secure, compliant, and efficient document management
Why Attend?
- Enhance productivity – Access, edit, and share documents within Salesforce
- Eliminate silos – Centralise customer data and documents in a unified platform
- Reduce costs – Cut down on storage expenses and manual processes
- Ensure compliance – Meet GDPR, archiving, and security requirements effortlessly
Don’t let document chaos slow your business down. Join us and discover how to take control of your content strategy within Salesforce!
In this explainer video, Salesforce Ben, an influential educator in the Salesforce space speaks more about boosting productivity in Salesforce with the seamless document management solutions we will cover in our webinar.
To understand how our business can help yours, contact us directly via info@convergent.ie
