The Salesforce Customer 360 integration allows you to obtain a wide variety of customer data, including demographic information, purchase history, past interactions, product preferences, online behavior and any other relevant details that help your company have a complete and detailed picture of each customer.

You can integrate the electronic signature in Salesforce using third-party applications and tools that offer this functionality, such as our solutions, whose integration with Salesforce is done through our native connector in CertySign. In addition, it takes advantage of the extreme legal value of our accreditation as a qualified provider of electronic trust services.

These applications allow you to send and digitally sign documents directly from Salesforce, streamlining document processes and eliminating the need to print, sign and scan physical documents.

The main difference between Salesforce 360 and other customer management solutions lies in its ability to unify customer data from multiple sources and provide a complete, detailed view of each customer on a single platform.

While other solutions may offer similar functionality, Salesforce 360 stands out for its integration with other business applications and systems, its scalability and the possibilities it offers to personalize the customer experience in a granular way.

The process for integrating Certysign into Salesforce involves assessing business requirements, selecting the appropriate Certysign plan, configuring the account, and installing the connector in Salesforce.

After configuration and testing, integration is implemented in production, followed by continuous monitoring and maintenance to ensure optimal performance over time.

We recommend that you contact us to be accompanied in this process by a specialized consultant, who will, among other things, customize our tools to design solutions specially adapted to your company’s needs.

The security of your customers’ data requires a series of robust security measures and controls, including encryption of data at rest and in transit, role- and permission-based user authentication, continuous monitoring of user activity, and compliance with globally recognized security standards such as ISO 27001, ISO 27701 (certifications we hold) and SOC 2. We are also experts in cross-cutting regulations such as eIDAS, eIDAS 2 and the General Data Protection Regulation, and we build our technology on the security-by-design philosophy from the early stages of development.

In addition, we offer customizable security options that allow companies to tailor security measures to their specific needs.

To get a complete view of your customer information with this tool, you must first integrate all relevant touch points and data sources into the Salesforce platform.

You can then use data analysis and visualization tools to unify and organize this information into detailed customer profiles, which will give you a holistic and accurate view of each customer. Some of these tools may also come directly from the Salesforce environment. We invite you to ask us about them and about the integration possibilities we can offer you from MailComms Group and its partner company Salesforce: Unified Comms.

You can segment specific audiences by creating targeting criteria based on demographics, purchasing behavior, product preferences or other variables relevant to your business.

In addition, you can use Salesforce marketing and automation tools to target personalized messages and offers to each audience segment, maximizing the relevance and effectiveness of your campaigns. Also in this case we can help you in the implementation of Salesforce ecosystem solutions, through Unified Comms, our partner company for this technology.