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NetDocuments, a Web-hosted, Software-as-a-Service document,
email and records management service, offers a
feature-rich, easy-to-use, and customizable environment to
fit the way you want to integrate and do your document
work within Salesforce.
Most Advanced AppExchange Document Management NetDocuments has developed a sophisticated feature set that is easy to install and setup as an AppExchange package. With two fully-featured SaaS applications fitted together like a hand and glove, you will unite with hundreds of other joint customers benefiting from a best-of-breed document management service that delivers compliance, security, powerful searching, client collaboration, document backup, retention policies, and universal access--all within Salesforce. Customize To Your Business Needs You're not limited to the downloadable AppExchange integration. You may customize, integrate and design your setup of NetDocuments to best fits your business needs. Our Customer Service team will assist you. |  |
What are the benefits to me?
Sales
Management
Customers
Admin
Sales
"NetDocuments gives substantial data storage capabilities to our growing business. We can easily navigate to our documents while working inside our customer accounts. NetDocuments along with Salesforce.com is totally changing our workplace environment for the better." -Financial Services broker/dealer
"NetDocuments gives substantial data storage capabilities to our growing business. We can easily navigate to our documents while working inside our customer accounts. NetDocuments along with Salesforce.com is totally changing our workplace environment for the better." -Financial Services broker/dealer
Management
"NetDocuments gave us exactly what we were seeking and that's efficiency, as well as features such as having a single place to store our documents in an organized manner, and accessibility for everybody." -Real Estate Management Company
"NetDocuments gave us exactly what we were seeking and that's efficiency, as well as features such as having a single place to store our documents in an organized manner, and accessibility for everybody." -Real Estate Management Company
Customers
"We have been able to integrate NetDocuments with Salesforce in a way that our users have a single interface to both the client record information and to the client-related documents stored with NetDocuments. Our people love the seamless solution. We can then share the NetDocuments workspace directly with our clients as a client portal." -Financial Advisor
"We have been able to integrate NetDocuments with Salesforce in a way that our users have a single interface to both the client record information and to the client-related documents stored with NetDocuments. Our people love the seamless solution. We can then share the NetDocuments workspace directly with our clients as a client portal." -Financial Advisor
Admin
"We use a combination of NetDocuments, Salesforce.com and Outlook to run our whole business. And between those three tools it is clear to us were things need to be filed. Short term transactional stuff is in email with sales activity, specifics, and support in Salesforce.com. And all our long-term document management stuff is stored in NetDocs." -Ipiphany, technology company, Illinois "NetDocuments' excellent support structure and open SOAP-based API model worked extremely well with our third-party vendors, including Salesforce." -Technology Company
"We use a combination of NetDocuments, Salesforce.com and Outlook to run our whole business. And between those three tools it is clear to us were things need to be filed. Short term transactional stuff is in email with sales activity, specifics, and support in Salesforce.com. And all our long-term document management stuff is stored in NetDocs." -Ipiphany, technology company, Illinois "NetDocuments' excellent support structure and open SOAP-based API model worked extremely well with our third-party vendors, including Salesforce." -Technology Company
