i-Link Sales Hub
ECM functions for your CRM system
Have you considered integrating Microsoft Dynamics 365 Sales with your ECM system? The advantages are obvious:
Store your data for less money – all while complying with legal retention obligations.
Benefit from central, company-wide filing of all customer information.
Save time and boost the efficiency of your sales processes.
Interested in learning more? Contact us today!
i-Link integration with Microsoft Dynamics 365 Sales
Access i-Link from within your accounts or use ECM functions in your contacts!
You want to integrate i-Link with your leads? No problem!
How do Microsoft Dynamics 365 Sales users benefit?
SEAMLESS INTEGRATION
You can stay in your main application, Microsoft Dynamics 365 Sales, without having to switch between systems.
CENTRAL REPOSITORY
File customer documents in your ECM system in seconds, then open them in Salesforce or the preview.
ENSURE DATA PRIVACY & SECURITY
Comply with legal retention obligations and the GDPR with ease.
BRING TOGETHER DOCUMENTS & PROCESSES
Start your document-based business processes from right within Microsoft Dynamics 365 Sales.
360 DEGREE VIEW
Documents that you file to your ECM system from Microsoft Dynamics 365 Sales are also accessible to colleagues without a Microsoft Dynamics 365 Sales account.
And that’s just the beginning. i-Link Sales Hub offers many other benefits:
Comprehensive customer files
For each account, contact, lead, or individually selected page, a customer file is automatically generated in ELO where you can store all information, whether from Microsoft Dynamics 365 Sales or other systems.
Up-to-date at all times
Each time your Microsoft Dynamics 365 Sales documents are updated, a new version is automatically created in ELO. Changes remain transparent at all times.
Fast searching in the i-Link system
Any metadata you enter for documents, either manually or automatically, can quickly be found later on with the high-performance OCR search. For maximum efficiency!