How your Salesforce CRM can manage Document Distribution
At Kurtosys we’ve identified a common problem that asset managers encounter - how to securely distribute the correct documents to the correct people. As the leading CRM system, many financial companies will already have an established Salesforce instance with existing users and documents.
We’ve created an integration into our Document Portal product to enable asset managers to control the document entitlements using their existing Salesforce.
Download this one-page PDF to explain how we do it.