Relevant approved information is created or updated in Salesforce.
CRM Integration
Connected
Salesforce Business Card Integration
Connect Salesforce with Business Card Manager to bring approved Salesforce information into a controlled business card ordering and management workflow.
Connected Business Card Management
Connect Salesforce to Your Business Card Program
Organizations already manage important customer, contact, employee, territory, and business information within Salesforce. CCA can use authorized Salesforce data as part of the Business Card Manager workflow so approved information does not need to be repeatedly entered into separate business card ordering processes. Business Card Manager remains the control layer for templates, brand standards, permissions, approvals, production, and fulfillment.
Controlled Templates
Business Card Manager keeps approved designs, fields, and brand rules centralized.
Permissions and Approvals
Ordering access and review steps can be applied according to your organization’s workflow.
Production and Fulfillment
CCA connects governed ordering with business card production, fulfillment, and administrative visibility.
Typical Integration Flow
How the Workflow Can Operate
The exact flow is configured around your systems, approved data, permissions, and business requirements.
Authorized data is transferred to CCA through the configured connection.
Business Card Manager applies the appropriate templates, permissions, and business rules.
The card is reviewed or approved when required.
CCA coordinates business card production and fulfillment.
Administrators retain centralized visibility into business card activity.
Enterprise Control
Designed for Accurate, Consistent Business Card Administration
Connect the information your organization already manages with the controls required for a governed business card program.
Reduce repetitive data entry
Improve information accuracy
Standardize business card content
Apply approved templates
Control ordering permissions
Support approval workflows
Centralize reporting
Coordinate production and fulfillment
Integration Status
Connected
Salesforce is an existing CCA integration. The exact configuration, available information, permissions, and workflows depend on the customer's Salesforce environment and business requirements.
Talk With CCA
Bring Salesforce Into Your Business Card Workflow
Connect Salesforce with a centrally managed business card program built around accuracy, brand control, permissions, approvals, production, and fulfillment.