The decision by Salesforce to host its services in Australia has led to an upsurge of interest from government departments who can now be satisfied their data is not being stored offshore. Salesforce is appealing for many reasons including powerful workflow and reporting features all wrapped up in an intuitive web interface. It is easy to see why Salesforce is the world's leading CRM.
While Salesforce has several document storage options, it is not a dedicated specialist Electronic Document and Records Management System (EDRMS). In fact, Salesforce has both file size constraints and transaction limits). This is a challenge as Australian legislation dictates government departments need to store and manage their documents using an EDRMS.
Currently, the leading EDRMS systems in Australia are Content Manager and Objective. The former, which has had a number of owners and name changes, is widely known as TRIM. Both systems can, and do, store the vast quantities of electronic documents that are typically required by government departments.
Those government departments that use Salesforce to store and work with contact records (leads and contacts) are typically required to introduce complex, and time-consuming processes to map any documents associated with their contacts to the EDRMS. Even today, many departments are still manually storing documents in the EDRMS, as if replicating the efforts required for physical document storage.
From this discussion, it is clear that an integration between Salesforce and an EDRMS would produce a super-system that fulfills legislative requirements, deals effectively with the huge volumes of documents, and brings the benefits of an enterprise CRM to government departments.
Two such integration products are S2T and T4S, which both support connecting Salesforce to TRIM. These integrations let Salesforce users transparently work with TRIM based records from inside the CRM.
Please contact us if you would like to discuss integration.