Author: Denise Bernstein

Companies use Salesforce to understand their clients, connect with them on multiple levels, and help grow their customer base.  Companies also use Salesforce to help them with tracking sales, marketing, spending, and analyzing performance.  Companies are not able to automate their business process in one view.  Salesforce has partnered with M-Files to permit companies to expand the Salesforce customer 360 approach by allowing customer data to be seen directly from Salesforce. 

Benefits:

·       Document Control – enforce controlled processes and practices for the creation, review, modification, issuance, distribution, and accessibility of documents

·       Real-time Collaboration – allow multiple users to work together on a project in real-time, or simultaneously

·       Versioning of Documents – keeping track of your data files as changes are made

·       Storage Methodology – using metadata to allow organization and view documents digital content based on what it is instead of where it has been stored 

·       Seamless Workflow – improving efficiency, responsiveness, and profitability

·       Reduce cost of Salesforce Licensing – not having to purchase licenses to allow employees to access files that are stored within Salesforce

Learn more about Resolving Your Document Management Process

A Greater Philadelphia area Services Company has made the shift in dealing with the global pandemic and remote work force by outsourcing their AP Services. Their AP Staff now has the capability to gain visibility into their AP Process from beginning to end. No more manual processes of receiving invoices and routing them for approval internally.  They are now processing 8,000 invoices a month some by paper, email, physical mail, and others downloaded all into one portal. CP was able to consolidate all invoice types, as well as manage them and route for approval. By implementing CP’s AP Services, they were also able to accomplish the following:

• AP Staff has a full visibility to AP Lifecycle
• Remote employees can code and approve invoices from anywhere
• Reduced operational staff time by 25 hrs. a week
• Allowed invoice data 72% faster to achieve early pay discounts

Organizations can expect to see some big shifts in Accounts Payable process in 2021, in large part due to the global pandemic and remote work force.  The lockdown showed just how labor-intensive current business payment processes are and how much companies rely on manual work and physical locations. CP’s automation process includes physical and electronic invoice data capture, coding invoices, matching invoices to purchase orders and finally passing this data along for client approval and payment processing. Your teams can gain more visibility into the AP Process from beginning to end. 

Our benefits:

• Physical and digital invoice collection and consolidation to one portal
• All Invoices, purchase orders, and packing slips are coded & matched
• Invoice Data is pushed out to your ERP Software
• The digital process allows for better visibility and decision making
• Enhances the ability to achieve early pay discounts
• Allow access to mobile tools so your team can work from anywhere

Learn more about Outsourcing your AP Services and stop using inefficient manual processes.

We all are experiencing a dramatic shift in the way we work.  While traditional decentralized desktop printers are very inexpensive to buy, along with being convenient and time-saving for end users, they’re very expensive to use, most often unable to be tracked, and difficult to centrally manage by IT or a Managed Print provider. Flexibility is now more important than ever, with organizations working from home and uncertain times ahead, organizations need agile, adaptable tools and equipment and the ability to evolve and develop their IT estate in step with changes in the business world.  With that in mind, many organizations are rethinking the way they print.

CHALLENGE:   

· Organizations looking to manage their printing environments have had to juggle costs vs. productivity.

· Allow to empower a mobile workforce – with more and more users scattered across the globe, being able to have a robust yet decentralized print environment is critical.

· Wanting a greener option – want to have greater control over what’s printed so there is less waste of paper.

SOLUTION:  

· Implement centralized or hub printing, which leverages the low usage costs and robust technical/management features of the centralized print device. 

· Fitting the needs of employees as they need to be able to print from anywhere with CP’s Device-as-a-Service Model, that includes the device, service and supplies!

· Eliminate the need to transport documents from one site to another. This will reduce an organization’s carbon footprint. Businesses can now scale their device fleets without sacrificing cost, remote management, or security.