Enterprise-class customer communication for the Salesforce environment.

An altogether better way to engage customers and increase business productivity, our SmartCORR™ (“smart correspond”) solution allows you to work seamlessly within and leverage data from the Salesforce environment. All documentation can be created from pre-approved templates, expediting the draft process and taking your days of work down to minutes. And when it’s time to review and approve? Our system tracks edits automatically, making collaboration a breeze.

Whether sales proposal creation, onboarding, customer acquisition, or customer contracts, SmartCORR lets your business make document generation more efficient and controlled. Experience SmartCORR for Salesforce on the Salesforce AppExchange.

Seamless Data Access

Seamless integration with Salesforce data objects via a user-friendly interface.

Communications On-Demand In Your Brand

Generate highly personalized communications with just one click using your on-brand content.

Browser-based Draft Editing

Quickly update documents, select pre-approved content, and finalize documents ready for delivery.

Powerful Template Design

Create templates that use your Salesforce data, branded content and style-sets using the intuitive, browser-based Template Designer.

Chatter and Approval Workflow Integration

Using Salesforce Chatter, collaborate on drafts across your organization for review, edit and approval with automatic tracking.

Communications Under Control

Avoid the need for PDFs and different versions of Microsoft Word-based templates so you reduce communications errors during customer acquisition, on-boarding and service.

How do you Scale the Conversation?
The largest mobile company in the UK did it by implementing SmartCORR™ for Salesforce to reduce the number of communications templates by 90% and improve performance by 4x.

Turn that thousand-doc refresh
into one-and-done.

Scale the conversation.

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