eCopy Connector for Salesforce

Integrate paper-based information into Salesforce records and repositories

Businesses everywhere use Salesforce.com to work more productively, leveraging real-time visibility, easy customization and social collaboration to sell more, faster.  Yet in organizations of all sizes and shapes, vital information remains trapped on paper – in the form of customer quotes, invoices, notes and other customer-related documents – inaccessible to all but those who have copies in hand. With the eCopy Connector for Salesforce, users can easily scan and attach documents to records and repositories within your Salesforce CRM system directly from any eCopy ShareScan®-enabled multifunction printer (MFP) or scanner. Dynamic, real-time connectivity makes it simple for users to simultaneously scan, enter or select tags, and upload paper-based information to:

• Specified Workspaces–personal or shared repositories within Salesforce
• The Notes/Attachments section of a Salesforce record
• Any authorized Document storage area within Salesforce

eCopy ShareScan’s intuitive push-button interface takes the guesswork out of scanning so the job is done right the first time, every time. eCopy’s OminiPage® OCR (Optical Recognition Engine) delivers unparalleled recognition accuracy, turning static images into searchable, editable documents. Robust search capabilities let users quickly locate the specific record to which they wish to attach the scanned document. Because information previously locked on paper is instantly available to everyone who needs it, users spend less time shuffling through paper records and more time managing the relationships that drive and grow your business.

Developed for Nuance by

Features & Benefits

• Realize even greater value from existing Salesforce.com investments
• Cut through the clutter by attaching documents to Salesforce records and repositories in a few simple steps – without ever leaving the MFP
• Unlock paper-based information and gain new visibility into lead generation, sales tracking and customer relationship management
• Make information more accessible by transforming static images into searchable documents as they are scanned

System Requirements

• eCopy ShareScan v5 SP2 or higher
• Salesforce CRM
  • Enterprise Ed.
  • Unlimited Ed.
  • Developer Ed.
• Microsoft .NET Framework Versions 3.5 and 4.0 must be installed on the eCopy ShareScan Manager Server

Supported Devices
Not sure if your MFP is eCopy enabled?  Check the eCopy ShareScan Supported Device Lists.