Knowledge Tree integration with Salesforce

The need for integration between a document management solution like KnowledgeTree and other applications which work on document artifacts, such as customer relationship management, marketing automation and web content management, the Salesforce integration represents most proficient function that satisfy the requirement of the companies.

The efficient integration of KnowledgeTree with Salesforce enables the clients companies to see all customer-related documents from a single, centralized view and associate documents such as proposals, contracts, and email attachments with the customer record.

Our expert integration process will store all documents in a folder for each customer within KnowledgeTree. The documents are then associated with the various contact, opportunity and account records in clients CRM.