Case Study: Dorman Products streamlines document management with Connecting Software's Document Extractor

American Automotive Aftermarket Company Streamlines Team Document Management in Salesforce And Sharepoint With Document Extractor

Dorman Products, an automotive aftermarket supplier, faced challenges with team document management as their sales team stored crucial spreadsheets across disparate locations like OneDrive and desktops, making it difficult to find the latest versions. They required a document management solution for Salesforce to gain control and enable online editing. After a standard Salesforce option failed to meet their needs, they turned to Connecting Software and its Document Extractor product.

Connecting Software's Document Extractor solved the challenge by seamlessly running in the background to transfer documents from Salesforce to SharePoint, leaving only a link in the CRM. This provided a single source of truth for documents, enabled online editing, and eliminated version confusion. The implementation was noted for its ease of use. Furthermore, Document Extractor delivered significant cost savings by reducing Salesforce storage fees. The customer reported that the solution worked flawlessly and that working with Connecting Software was a privilege and a pleasure.

Dorman Products

Andrea Getty

Senior Systems Analyst