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Accountant
We use SAP for order processing and invoicing. For each order, I need various types of information about the customer related to contracts, special agreements and project updates. I have to painstakingly gather this information from various systems. This costs time, leads to misunderstandings and causes dissatisfaction among our customers.
As a project manager, I coordinate processes and keep all stakeholders up-to-date. That's a lot of documents and emails that I coordinate and exchange every day with sales, the project team, accounting and customers. I often wait long for feedback or chase down important documents, which results in our customers also having to wait.
Project Manager
Account Manager
I know my customers and their history, but it costs me a lot of time to share information and documents with the project team and back office, because not everyone has access to Salesforce. I have to make sure that all stakeholders are up-to-date so that my customer gets fast and competent service. I would rather invest my time into generating new leads.
Finding information on customers and processes is time-consuming and requires clicking through multiple systems. 44% of employees never find the information they need.
The lack of transparency leads to process delays and puts companies at a greater risk of non-compliance. At the same time, they run a higher risk of making the wrong decisions and missing sales opportunities.
Tasks like document filing, file creation and data verification can be automated entirely, yet a great deal of time is lost on manual activities. The potential for mistakes also rises.
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Employees spend 36% of their daily working hours searching for information. You can make better use of this time.
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Automating document-based processes across SAP, Salesforce and Doxis enhances efficiency by up to 70%.
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Single source of truth: a shared view of customers creates transparency and optimizes workflows company-wide
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Greater operational agility and more efficient processes boost profitability
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Seamless service and support processes help improve customer relationships and strengthen customer loyalty
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You mitigate compliance risks and prevent damage to your company’s reputation.
Doxis Customer Workspace in Salesforce
Doxis SmartBridge for Salesforce automatically creates a new Customer Workspace and links it to the account. The Customer Workspace is integrated seamlessly into the Salesforce user interface, where Steve can access it directly and add documents as needed.
Customer Workspace linked with SAP
When Dexter adds a new customer as a business partner, the corresponding Doxis Customer Workspace is automatically linked in SAP. Dexter can now access all information and documents relevant to the job and for invoicing purposes directly from the business partner view.
These leaders trust in Doxis
Webinar: Automating content processes across SAP, Salesforce, Office 365 & more
Find out how to free your data from information silos in a best-of-breed system landscape, to create a shared content awareness and 360° view of customers and processes.
Brochure: Doxis Content Bridge for SAP & Salesforce
Doxis Content Bridge for SAP & Salesforce builds a bridge to your systems, creating a shared basis of information and delivering on-demand information in the right context. Learn more here.
Video: The Doxis Customer Workspace
A workspace designed specifically for customer management helps you to manage all information and make it available to those who need it most - e.g. in customer service, sales, etc. Features like integrated templates, automated metadata and more help to speed up work.
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