As an embedded App - Salesforce accounts, leads and marketing campaigns are automatically synchronized with Axway' s Syncplicity Content sharing platform.
Key actions:
Automatically creates the appropriate folder structure for new syndicate conversations.
Relevant marketing campaigns are automatically associated with sales assets, reducing errors or missed actions by sellers.
Graph Service – Content from proprietary resources and multiple instances of SharePoint is automatically clustered and tagged for curation.
Key actions:
Real-time creation of similar content clusters.
Eliminate duplicates and link them to curated repositories.
Associate a curation workflow process with a set of grouped documents.
Embedded App: Based on the deal parameters, trending content and sales training presented in the Salesforce panel.
Key actions:
Using machine learning techniques, content from successful deals is replayed to the seller for the current deal.
Based on the deal parameters, appropriate sales engagement guidelines are presented as videos or notes.
Existing documents, such as NDAs and contracts, are provided as links.
Workflow-driven, customizable alerts are readily available as an integration service for cloud applications.
Key actions:
Customizable alerts for application services, managed by the tenant administrator.
Ability to add new services to the cloud application based on enterprise needs.
Workflows that can be activated using shared OAuth tokens.
Embedded App: Network and security operational information from Bluesaphire, TrueOps, and Vijilan is presented in a customizable view.
Key actions:
Gathering specific information points from selected SaaS cybersecurity applications.
Customized views with CSS files compliant with the customer’s enterprise experience.