We recently hosted a webinar on the advantages of Saleforce CRM and Worldox Cloud. We've integrated the products together for a robust document management and CRM solution.
In this recording you learn about:
XLR8/Salesforce CRM - a customized solution designed with you in mind
Workflow automation- the path to efficiency, customer satisfaction and compliance
Top integrations - including Schwab Open View Gateway and Worldox Cloud for RIAs
XLR8/ Salesforce + Worldox Cloud = the best of both products.
Made for RIAs, but customized just for you.
Complete the form to the right to watch the recording.
