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.
“Our implementation went very smoothly. Matt from Smarsh was very helpful by walking us through the process which included a pre-install call, followed up with installation instructions, and then a second call session to complete the set up. The integration has worked well for our firm.”