Salesforce DMS

Document Management directly in Salesforce

With d.velop documents for Salesforce, you can easily manage your documents directly within Salesforce.

Easily find and store documents in Salesforce.

Are you annoyed by the lengthy search for documents? Is storage space in Salesforce CRM too expensive for you? Do you want documents to be available outside of Salesforce? Optimize your processes by accessing your documents faster and easier within your familiar Salesforce interface. This way, you always have access to the current and relevant document. Document versioning keeps you up-to-date and helps you avoid errors due to outdated information. Even colleagues who don’t work with Salesforce can access document management. Turn Salesforce into the ultimate hub for information in your company, thanks to d.velop documents for Salesforce. Available on Salesforce AppExchange.

Advantages of a Document Management System (DMS) for Salesforce at a glance

  • Increase productivity

    Documents contain business-critical information. Now, they are quickly found, enriching processes with essential knowledge and optimizing them.

  • Reduce costs

    With d.velop documents, each customer receives a volume of free storage, which can be expanded as needed. This significantly reduces storage costs.

  • Fulfill obligations

    Tax-relevant documents must be stored according to legal requirements. d.velop documents archives your documents in a legally compliant and audit-proof manner, meeting the principles of proper accounting and data access (GoBD).

  • Protect knowledge

    One click, and a document is accidentally deleted. Secure archiving ensures that crucial knowledge is protected and preserved.

  • Empower employees

    d.velop documents is seamlessly integrated into Salesforce. All functions are intuitive and easy to use, ensuring increased productivity and satisfied employees.

  • Retrieve documents

    Documents are now available outside of Salesforce via the web browser, as not everyone has a Salesforce license.

d.velop Mitarbeiter schaut Webinar zum Thema Dokumentenmanagement.

Salesforce Webinar

Efficient Sales Management powered by Salesforce & d.velop documents

Watch this 20 minutes webinar on how you can efficiently manage your sales processes with Salesforce and d.velop. Discover how to extend your Salesforce with a native cloud document management system. Book a system, get started within minutes and add full-text search, compliant filing, and more to the rudimentary Salesforce document capabilities.

Learn in the webinar connect your Salesforce with d.velop documents and thus effectively manage, accelerate and simplify the way you work with documents and information in your organization using d.velop documents.

You can look forward to a live demo of the solution that will give you an insight into the functionality based on concrete use cases. Use the free webinar to have your concrete questions answered by the experts.

A huge benefit: As a document management system, d.velop documents for salesforce CRM becomes the central place for documents in your organization – no matter whether you are working in the office or remotely – and that natively in Salesforce. Get rid of data silos, reduce your expensive Salesforce storage and make all your business relevant documents, such as delivery notes, invoices, emails, and contracts, available in one central location.

Due to our rapid growth, a fragmented software landscape grew internally. As part of the consolidation of these structures, a leading system was important for us. We found this with Salesforce. d.3ecm can be integrated into Salesforce and thus belogs to the central nerve system of the company.

Alexander Haunschild
Head of Sales
geiger BDT GmbH

Test now and get started right away

  • Simple document filing
  • Automatic file creation
  • Sharing & forwarding
  • Building block for GoBD-compliant archiving
  • Cost-effective data storage
  • Convenient document search
  • Document versioning
  • Access even without Salesforce
  • Billing per user per month

Do you have Questions?

Do you have any questions regarding the d.velop documents for Salesfore or any other topic? Or would you like to arrange an appointment for a demo? Simply click on the button to book your individual demo.