Vantage Point Consulting | Salesforce Partner for Financial Services

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Laserfiche Integration with Salesforce

Laserfiche

  • Get one-click access to Laserfiche documents from within Salesforce. Improve efficiency by scanning documents directly into Laserfiche with the appropriate document information populated automatically.

  • Document Generation / Management

  • Asset Management

  • Wealth Management


Looking to integrate Laserfiche with Salesforce? Let’s talk!