Sales and marketing teams are engaging with prospects and customers with more scale, efficiency and success than ever before using the Salesforce customer success platform, the most popular customer relationship management (CRM) solution in the world. Smarsh enables you to extend your recordkeeping, compliance and e-discovery initiatives to the email that your organization sends using Salesforce.
Archive Salesforce Sales Cloud and Marketing Cloud email for compliance and e-discovery
The Archiving Platform from Smarsh ingests email that your organization sends through Salesforce Sales Cloud salesforce automation (SFA software), Marketing Cloud email marketing and the Pardot business-to-business marketing automation solution. Archived content is preserved in a search-ready state, policy-checked, and available for review and production, supporting your compliance and e-discovery initiatives along with your other archived content, including email sent and received through your primary email server.
“We selected Smarsh for the functionality provided, ease of use and commitment to support.”
Securities America Enlists Smarsh to Make Social Media, Email Compliance More Efficient: Securities America needed to incorporate social media into marketing and customer relationships, meet compliance regulations set by FINRA and enable rapid response to data production requests.
- Doreen Griffith Executive Vice President & Chief Information Officer, Securities America