Salesforce is targeting YOUR accounts. Intellective has the solution to solidify and grow IBM's presence:

  1. Quickly increase your CloudPak IBM FileNet and Business Automation Workflow licenses
  2. Increase the importance of IBM Content Management and Workflow outside of Salesforce
  3. Modernize your customers' operations by moving them to CloudPak
  4. Make IBM “sticky” against competing ECM platforms with current customers

Unite your customer's Salesforce users with BAW and IBM content Management


Unity for Salesforce empowers users to seamlessly search for and manage documents, tasks, and data across multiple ECM and BPM systems, whether on-premises or cloud, right from within Salesforce. The solution integrates out of the box, allowing you to access and manipulate documents and data, manage cases, and process tasks directly from Salesforce.

For Customers, Unity for Salesforce Provides:

  • A seamless, rich, and contextual view of your enterprise data from within Salesforce
  • Advanced document management, case management, and task processing
  • Enhanced Salesforce user engagement and productivity
  • Informed business decisions based on complete data from all your enterprise systems and applications
  • Improved business KPIs via process automation and insights
Unity for Salesforce

Unity for Salesforce Implements Quickly, Reduces Costs, and Improves Data Security:

  • Simple to use: Enjoy a truly seamless experience within Salesforce
  • Quick to deploy: Design UI and make it available less than an hour
  • Secure: Use role-based security combined with your in-house authentication to ensure appropriate access to content and systems
  • Reduces costs: Access and transact on data and documents from the source
Q: How does Unity for Salesforce compare to IBM’s Salesforce FileNet App?

A: We are a complementary solution. IBM’s native app provides a basic document linkage if customer needs are limited. We extend your reach to more customers and use cases, adding features like full repository search, CMOD and CM8 support, and case and process support.

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See How Unity For Salesforce Supports IBM

Learn More About Intellective's Value to IBM
Intellective partners with IBM to sell software and deliver solutions.
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Review The Unity For Salesforce Customer Info Sheet
Learn how Unity for Salesforce can boost productivity and leverage existing repositories, applications, and data inside Salesforce.
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