Customer Communication from Salesforce

Fast integration, central template management and automated output control

Creation of complex
documents in the cloud

DocBridge® Communication Suite links data from Salesforce with complex document templates, enabling efficient document creation for customer communication. It also enables the central management and updating of templates.

Automated
output control

The solution automates document creation in Salesforce for printing, digital dispatch and archiving. It supports local and cloud printing and optimizes the workflow through efficient USPS optimization and dispatch bundling.

Integrated
document preview

The user-friendly interface enables a convenient preview of the finished documents per output channel with variable data and supports the user in carrying out checks and corrections quickly and directly during document creation.

A detailed explanation:

Document Creation and Output Control from Salesforce

DocBridge® Communication Suite generates documents for printing, digital dispatch and archiving. An outstanding feature is the automated print control, which enables both local and cloud printing and automatically recognizes the correct paper. Integration is carried out quickly and efficiently through configuration rather than programming, which ensures a high level of customization speed. Encrypted data transmission between Salesforce and the DocBridge® instance ensures the security and confidentiality of the transmitted information.

The DocBridge® Communication Suite offers an efficient and flexible solution for companies with complex document requirements and enables the secure, fast and traceable creation of documents directly from Salesforce – for any type of customer communication.

CCM Software Customer Communication Management Process Automation

Simple integration for companies with high communication volumes

DocBridge® Communication Suite can be seamlessly integrated into the CRM system Salesforce. There, it enables users to efficiently create documents for customer communication and send them directly.

It receives data via REST interfaces, links it to centrally managed, customizable, multilingual document templates and thus enables uniform and flexible document creation via a web-based editor.

Detect errors during creation
– not in production

With the preview function in Salesforce, the finished documents can be displayed directly as a live preview, which enables quick checking and error correction before printing. In addition, the documents are automatically saved as PDF files in the corresponding Salesforce object after creation and are therefore easily accessible and traceable at all times.

Use our smart CCM solution to design your Customer Communications.

DocBridge Communication Suite

Numerous Companies Rely on Our Expertise

World Wildlife Fund

UNICEF

World Wildlife Fund

Use Case 1

Cloud-based document creation, local printing: World Wildlife Fund optimizes document processing

The World Wildlife Fund was looking for a solution to create postal documents directly in the cloud and print them locally. Previous solutions could no longer fulfill the central maintenance of multilingual document templates and the correct generation of QR codes. With Compart's DocBridge® Communication Suite, WWF was able to meet these requirements. The solution enables flexible document creation and automatic print control at the data center in Zurich.

Central document maintenance: efficient creation and adaptation.
Automated print control: System automatically recognizes the correct paper.
Efficient processing: ad hoc document creation

UNICEF

Use Case 2

QR-bills and flexible document creation for UNICEF

UNICEF had problems with document creation and output management, particularly due to the QR-bill and frequent font changes, which required time-consuming corrections. It also lacked a preview function, which meant that errors were only detected after printing.

These challenges were overcome with the introduction of the Compart DocBridge® Communication Suite and integration with Salesforce. The new solution enables the integrated generation of QR invoices, a live preview function in Salesforce and flexible print control that automatically sends different attachments.