MyArkhineo for Salesforce
Arkhineo has developed a standard app for use with Salesforce called “MyArkhineo app for Salesforce. This app makes it easy to implement Arkhineo’s service if you use Salesforce CRM.
Uploading & Viewing
The MyArkhineo for Salesforce app allows Salesforce customers to manually upload and archive documents of their choice directly from the Salesforce CRM system.
Document metadata is linked to standard Salesforce CRM objects (account, contract, request or business opportunity), as well as custom objects.
For more information on the archiving process, please click here.
View your documents in the same way from Salesforce CRM.
24/7 online document access.
Features
Monthly subscription
Various subscriptions are available based on your usage.
CRM access
Documents can be uploaded and viewed from Salesforce.
Interfacing option
This offer can be interfaced with other applications on Salesforce (e.g. app for receiving electronically generated and/or signed files).
*Get a one-month free trial. Download the app from the Salesforce AppExchange.
MyArkhineo for Salesforce benefits
Easy to use
- It is easy to install and configure, and can be used right away. An admin module allows you to set up and manage access rights, and the archive space.
- A single uploading and viewing interface on Salesforce.
Business model
- • A very straightforward business model. You only pay for what you use (monthly subscription per user). No upfront investment or subscription fees.
Integrity
- • Guarantees the integrity and non-loss of your documents throughout your subscription period.