Salesforce Automation
Enterprise Salesforce Applications and Integrations
Do more in Salesforce with enterprise apps that simplify operations and enhance workflow efficiency. Concord’s suite of Salesforce applications deliver the reliability and security of Concord Cloud Fax and integrates with any Salesforce cloud solution, including Health Cloud.
Streamline Workflows with Salesforce Automation
Concord Cloud Fax
Securely sends and receives faxes in Salesforce
- HIPAA-compliant, and SOC2-certified Cloud Fax transmission
- Create efficient business processes leveraging custom objects
- Ability to mass fax with different automation methods
- Combine with Concord Documents to create a custom fax
Concord Documents
Transform Salesforce data into dynamic documents
- Simplify the creation of orders, invoices, and other business documents
- Create documents with any Salesforce object in PDF, Word, or Google Docs
- Configure with Concord Signature for an eSignature solution
- Combine with Concord fax for secure document transmission and tracking
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Concord Signature
Sends documents for electronic signature from Salesforce
- Generate and track eSign documents with any object
- Leverages Google Docs editing and revision tracking features
- Configure with Conord Documents for document creation
- Combine with Concord Fax for secure document transmission and tracking
Concord Document Processing
Connect your documents and metadata to Salesforce Health Cloud
- Setup workflow automation to push documents to Salesforce Health Cloud
- Leverage OCR extraction to update Salesforce records and rename documents
- Flexibility to configure straight-through processing or require manual review
- Maintains document processing timeline for audit history
- HIPAA, SOC2, and PCI compliant
Boasting a 4.8 star average customer rating
I integrated Fax into the back-office environment to reduce the manual effort of faxing in Dr's orders to the lab, to transport etc...
Easy to install, works beautifully, ties to the original patient record...and the support team is a dream to work with. Extremely responsive and helpful. Excellent product.
We use Fax to send HIPAA-compliant faxes to health care professionals and pharmaceutical manufacturers. It was easy to install and configure, and in no time at all we had built out automation to generate forms and send faxes at the click of a button. We rarely have any issues, and when we do the customer support team is quick to assist and troubleshoot.
Fax afforded us a quick set-up and use the first day to send large networks of pharmacies an announcement about our January launch so they would be ready for our members. Ongoing, it has been simple to train our specialists on using RX Fax and to document activities in Salesforce - a solid integration.