Unity for Salesforce Overview

Unity-for-Salesforce integrates enterprise content, workflows, and repositories, enabling seamless document and task management. Users are empowered to search and manage data across various ECM and BPM systems.

Here's the scoop on Unity for Salesforce! We've gathered over 18 insights from folks who use it, and know it inside out—from peer reviews to customer testimonials and expert opinions. We included citations from these sources so you can read the full content at the original source if you wish.

Do you need to check if Unity for Salesforce is right for your needs? Our Cuspera AI engine can evaluate how Unity for Salesforce fits your specific business needs, industry, and context. Get your personalized assessment report today.

Unity for Salesforce supports business activities such as:

  • Engaging And Following Up
  • Workflow Management
  • Customer Case Management

It can help manage these activities if you use Website for these needs.

Unity for Salesforce Reviews

11 buyers and buying teams have used Cuspera to assess how well Unity for Salesforce solved their business needs. Cuspera uses 18 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific business needs.

Use Cases

Peers recommend Engaging And Following Up , Workflow Management , Customer Case Management , as the business use cases that they have been most satisfied while using Unity for Salesforce.

See all use cases

Case Studies

COMPANY CASE STUDIES
Unity for Salesforce case study

Turkcell
CASE STUDY Turkcell

Turkcell used IBM FileNet P8 to manage enterprise content. They needed a secure, flexible knowledge portal for all employees. Intellective helped migrate data from SharePoint and network folders to FileNet P8. The solution improved information access and supported rapid delivery and scalability. Tu...rkcell optimized data discovery and access across their large organization.

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Unity for Salesforce case study

SunTrust Banks
CASE STUDY SunTrust Banks

Intellective Unity helped SunTrust Banks consolidate multiple content and process systems. The bank unified document capture and provided a standard user experience across the enterprise. SunTrust eliminated half a dozen legacy platforms and integrated with portals like Salesforce. The solution sav...ed millions each year in storage, compliance, and support costs. Deployment time and costs dropped by 40%.

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Unity for Salesforce case study

Weyerhaeuser
CASE STUDY Weyerhaeuser

Intellective used its interchange tools to help Weyerhaeuser review and restructure its content management systems. Weyerhaeuser needed to split and combine systems after years of growth. Intellective provided a technical review and recommended the best way to consolidate and separate content and d...ata. The project resulted in a new IBM FileNet P8 system for a new company entity and a retained IMS system for future growth. Intellective's experience made the migration process smooth for Weyerhaeuser.

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Based on peer insights

Cuspera recommends Unity for Salesforce for

Use Cases Engaging And Following Up , Workflow Management , Customer Case Management
Medium Website

IT and Other Capabilities

for Unity for Salesforce

  • Low
  • Medium
  • High
CAPABILITIES (DATA) RATINGS AND REVIEWS
CAPABILITIES (DATA) RATINGS AND REVIEWS
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
CAPABILITIES (OTHER) RATINGS AND REVIEWS
Custom Reports

3.04/5 ★

Read Reviews (1)
Analytics

3.04/5 ★

Read Reviews (1)
CAPABILITIES (OTHER) RATINGS AND REVIEWS
Custom Reports

3.04/5 ★

Read Reviews (1)
Analytics

3.04/5 ★

Read Reviews (1)

Software Failure Risk Guidance

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for Unity for Salesforce

Top Failure Risks for Unity for Salesforce

Vendor Profile Details

Company Name

Intellective

Company Website

https://www.intellective.com/

HQ Location

470 Wald, Suite 100, Irvine, CA 92618, US

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