Integrate ELO ECM Suite with Salesforce

Have you considered integrating Salesforce with your ELO system?
The advantages are obvious:

Store your data for less money – all while complying with legal retention obligations.

Benefit from central, company-wide filing of all customer information.

Save time and boost the efficiency of your sales processes.

ELO integration in Salesforce

Access ELO from within your accounts...
...or use ECM functions in your contacts!
You want to integrate ELO with your leads? No problem!
We haven't mentioned your ideal solution yet?
Don't worry! ELO can be custom-integrated with all pages.

How do Salesforce users benefit?

Seamless integration

You can stay in your main application, Salesforce, without having to switch between systems.

ELO helps ensure data privacy and security:

Comply with legal retention obligations and the GDPR with ease.

ELO is your central repository:

File customer documents in ELO in seconds, then open them in Salesforce or the preview.

ELO brings together documents and processes:

Start your document-based business processes from right within Salesforce.

ELO also provides a 360-degree view:
Documents that you file to ELO from Salesforce are also accessible to colleagues without a Salesforce account.

And that's just the beginning. ELO for Salesforce offers many other benefits:

Comprehensive customer files in ELO

For each account, contact, lead, or individually selected page, a customer file is automatically generated in ELO where you can store all information, whether from Salesforce or other systems.

Up-to-date at all times

Each time your Salesforce documents are updated, a new version is automatically created in ELO. Changes remain transparent at all times.

Fast searching in the ELO system

Any metadata you enter for documents, either manually or automatically, can quickly be found later on with the high-performance OCR search. For maximum efficiency!

Looking to shape your company's digital future?
We're here to help!

Custom solutions
We can easily adapt our solutions to meet your needs.

Near you
Our strong network of partners allows us to provide local consultation and support.

Contact us:
+49 711 806089 - 0
sales[at]elo.com

Or use our contact form.