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SpringCM Updates File It Document Management Platform for Salesforce Users



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SpringCM has released File It 4.0, the latest version of its content management platform for easily creating, storing, organizing, accessing and sharing documents from Salesforce objects such as accounts, opportunities, and cases.

File It 4.0 lets users access and manage content, including quotes, contracts, and marketing collateral, with a single view of a customer and take actions from within the content repository, in order to prepare customer-facing materials more quickly, reduce administrative tasks, and invest more time to sell and close deals.

The content repository complements SpringCM Manage It, the company’s contract lifecycle management application that enables sales and legal pros to manage and automate the contracts process, from contract generation and review to approval and renewal. File It 4.0 also integrates with DocuSign and EchoSign, as well as other content generation and CPQ applications.

“Rather than having presentations in one location, quotes, proposals and contracts in others, File It 4.0 creates one repository, keeping reps in Salesforce and reducing the time spent finding, creating and reviewing content by as much as 80%,” said Greg Buchholz, CEO of SpringCM. “In addition, File It 4.0 integrates with CPQ (Configure Price Quote) and content generation applications to streamline business processes and shorten sales cycles.”

File It 4.0 offers more than 30 content actions within Salesforce, including organizing and storing documents in a familiar folder hierarchy, and tagging documents with custom attributes for better document searching and reporting. File It 4.0 also simplifies the configuration process for administrators, easing set up of, and integration with, their CRM platforms. The content repository can be deployed to hundreds of objects and thousands of users.

For more details, go to the SpringCM website.

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