Octiv’s email integrations are specifically built to help Salesforce users create, send and track documents right from the inbox. Now you can increase the productivity and visibility of your sales team, while driving Salesforce adoption and eliminating manual data entry.
Sales professionals spend much of their day in the inbox, fielding communications to and from customers and prospects. Octiv allows you to streamline sales processes by dynamically using Salesforce data for leads, contacts or other objects directly from your Gmail or Outlook interface.
Octiv’s email integrations allow you to keep your documents and inbox in lock step. Now, any email or document that’s sent is stored as an activity in Salesforce so that documents are automatically attached on the record and emails are logged.
Now you can create and update leads, contracts, accounts, opportunities, cases, tasks and other Salesforce objects without having to leave your email client. Plus, save Octiv documents as attachments to your Salesforce records for increased organization and accessibility.
Create, share, sign and store documents, increase efficiency, accuracy and take back your time.