Xerox® Connect App for Salesforce®
in AppsEverything in its place — one place.
Let Xerox help you better manage your busy schedule and get the most out of your customer relationship management (CRM) system. Eliminate manual data entry, stay organised by routing documents to the appropriate folders and transform paper into digitally accessible files with a direct connection to Salesforce from your MFP.
Write it down. Scan it up.
Access and print documents from Salesforce
Meet
Client meeting
Upload
Scan all client documents into Salesforce for auto-upload
Own the sales management process on your workplace assistant.
Stop searching for those client notes in your briefcase and spending excessive time on managing your accounts in the system. Now it’s easier than ever to document every client interaction, capture hard copy content and sales aids or access stored information for meetings and presentations.
Easy access
Log in to your Salesforce account right at the MFP.
Simple navigation
Navigate folders and easily locate documents by searching key terms.
Instant upload and print
Scan hard copy documents or print saved documents right from the MFP.
Your workplace assistant is ready and waiting.
Streamline workflows and tame complex processes in any office setting with Xerox ConnectKey Technology-enabled devices and apps for your workplace assistant. Ideal for sales professionals in the technology, banking, engineering, legal, healthcare, and retail industries.
