Content Management and Capture

Most organizations today aim to provide best-in-class customer experience by empowering their business teams to make faster decisions leveraging the most up-to-date enterprise content. Organizations need LOB solutions that work seamlessly with underlying content management solutions to eliminate content silos and reduce or eliminate content duplication. To help achieve this, IBM introduced the FileNet Content Manager Connector for Salesforce, an integration with the Salesforce platform designed to improve productivity and ensure users have access to the most updated customer information across the entire organization.

IBM FileNet Content Manager with its native integration capabilities, works seamlessly to allow users to manage customer journeys in Salesforce while storing and governing relevant content in FileNet. Users can add new documents, view, download, and edit properties of a document from within the Salesforce interface, and changes are updated automatically in FileNet. Documents can be related to multiple Salesforce records avoiding content duplication while ensuring everyone works with the most up-to-date content. Finally, administrators can customize and choose which object stores, document classes, and properties to display to end users providing control and customization capabilities to meet the needs of the organization.

Additional benefits of the IBM FileNet Content Manager Connector for Salesforce include: 

• Accessing the most up-to-date content directly from the Salesforce UI without switching between applications, allowing employees to sustain productivity while maintaining a single source of truth.

• Increasing information accuracy with consistent document indexing and be confident that you have the most current customer information, regardless of who updated them. 

• Utilizing the best in class governance, records management, optimized storage, and security capabilities of IBM FileNet Content Manager by connecting your Salesforce enterprise content.

• Automatically associating FileNet documents to a Salesforce record and it will appear on Salesforce pages, reducing manual steps and reliance on information sharing between teams.