Cloud CRM combined with your ELO ECM system allows you to benefit from seamless integration:
Lower data storage costs in line with compliance requirements
Benefit from central, high-availability storage of all customer information
Save time and boost the efficiency of your sales processes
ELO integration with SmartWe
Easily access ELO from your contacts in SmartWe ...
... and view important documents stored in ELO related to a business contact.
See all documents related to a company at a glance as well as all contacts at a company for whom documents are stored.
How do you benefit as a SmartWe user?
Seamless integration with ELO:
Simply access your ELO system directly from SmartWe without having to switch between systems or applications.
ELO helps ensure data privacy and security:
Meet legal retention obligations and GDPR requirements.
ELO is your central data repository:
Store your customer files quickly and securely in ELO, and preview or access them in SmartWe.
ELO connects customer files and processes:
Start document-based business processes directly from SmartWe.
With ELO, you also provide your colleagues with a transparent all-round view: Colleagues without a SmartWe account can also access folders and documents created in SmartWe that have been dragged and dropped into ELO.
But that’s not all. ELO for CAS SmartWe offers many other benefits:
Customer files in ELO
A file is automatically generated in ELO for each organization and contact where you can store all information.
Up-to-date at all times
Version control in ELO means that changes in documents remain transparent and can be followed up.
Fast search in the ELO system
Thanks to options to add information automatically or manually, you can locate customer files and documents faster with the powerful ELO iSearch module.
