Knowledgemill Integrations
Knowledgemill Mail Manager seamlessly integrates with Salesforce, Opentext and Microsoft technologies as a key enhancement to your organisations existing technology stack. Enjoy all the standard features of Knowledgemill Mail Manager and improve your data quality.
Enhancing your data
Unlock greater capabilities within your trusted applications
Knowledgemill customers have successfully integrated with a long list of Content Management solutions, ERPs and Practice Management systems. Examples include SharePoint, OneDrive, Content Server (or any OpenText platform), SAP, Salesforce, Sage, DelTek, Aderant and Smartlex.
Salesforce
Knowledgemill Mail Manager for Salesforce brings your sales team and sales data together to improve the quality of your Salesforce data. Improve opportunity management and forecasting reliability while reducing risk using automated data entry and filing. With this integration you can enhance and automate your Salesforce capabilities without leaving Outlook.
Benefits for Salesforce users
- Instantly access the latest up to date sales forecasts.
- Understand whether your team has sufficient pipeline to meet sales targets.
- Quickly identify critical deals that contribute most to target attainment.
- More effectively track actions related to opportunity closure.
- Collaborate more efficiently with peers and colleagues on deals.
- Reduce admin burden with auto population of Salesforce from Outlook.
Microsoft SharePoint
Tightly integrated with Microsoft Office, Knowledgemill delivers performance and functionality benefits without leaving the familiar interface of your primary productivity applications. Knowledgemill SharePoint integration provides all the document management features most organisations need, without the complexity of many traditional Enterprise Content Management solutions.
OpenText
Knowledgemill’s AI powered email and document management ensures your critical data is automatically stored in your OpenText Content Management solution. This integration allows the business to create a consolidated database of documents, emails and attachments that complement your OpenText Platform investment and provides greater capabilities for all users.
Benefits for SharePoint and OpenText users
- See who has worked on a document at the click of a button.
- Track the lifecycle of a document, who viewed, edited or emailed it.
- Prevent editing clashes with document locking.
- Search document metadata and text to find what you need.
- Rapidly view the document or file contents without having to open it.
- Share large documents as links instead of attachements.
Benefits for SharePoint and OpenText users
- See who has worked on a document at the click of a button.
- Track the lifecycle of a document, who viewed, edited or emailed it.
- Prevent editing clashes with document locking.
- Search document metadata and text to find what you need.
- Rapidly view the document or file contents without having to open it.
- Avoid sending large attachments via internal email, simply send a link to a managed document in Knowledgemill instead.
