The Most Popular Document Management Service for Salesforce


Thousands of lawyers, accountants, financial advisors and more use NetDocuments everyday to securely manage and share their content from the cloud. Salesforce CRM users are another fast growing constituency among NetDocuments users.

In fact, NetDocuments is the most popular all-time document management system among Salesforce users.

Since 2006, when NetDocuments first released its AppExchange integration, the rich customizable platform of Salesforce and NetDocuments has allowed the applications to be tightly integrated for all types of customers, including enterprise-level organizations such as Extra Space® Storage, as well as hundreds of financial service advisory, consulting and legal firms.

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How do you add 5,000 documents a week into Salesforce?


Extra Space Storage's business revolves around earth-based self storage units, but that doesn't keep it from using the cloud to make its business go.

With 2,200 employees spread out at self-storage locations around the country it uses NetDocuments to manage and share all of its documents within Salesforce.com in a simple and user-friendly way.

It adds over 5,000 documents a week that are instantly made available to the corporate office in Salt Lake City as well as the majority of employees that are working in their local communities.

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T3 Conference is Financial Advisor Technology Paradise


Nothing in life is certain, except death, taxes, and the T3 Technology Conference being the the go-to spot for financial services technology.

David Drucker and Joel Bruckenstein are the brainchildren behind the T3 conference and will be taking their talents to Weston, FL for the 2011 event being held February 16-19. This is the sixth year that the duo has been running the conference and they are extremely excited to see what new innovations will be discussed during this year's show.

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A Call for Collaboration


Remember recess in elementary? That's right, a hundred kids running at full speed in different directions, headed for unknown destinations, totally oblivious of who would be there and why? Exciting, yes. Fun, yes. Total mayhem, you bet. The Cloud Computing industry is growing at a break-neck pace, recess is out, and it's time to make some sense of the chaos.

Collaboration is a broad and well trodden topic; in fact, it was Salesforce.com's theme at their event of the year, titled "Collabor8". But just because Salesforce.com can throw around phrases like "collaborative software", or taking a "collaborative approach" in their business vernacular, it doesn't make it any easier to grasp in a real sense, nor to implement in a real-life, competitive and fast-paced environment, especially if your business has nothing to do with Salesforce.com.

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Stevie Wonder, Bill Clinton, and Will.I.Am, - Heroku, Chatter, and Database.com - Dreamforce 2010 was Off the Hook


Standing with a fist raised in the air, chanting "Bernard come back, Bernard come back", I felt as though I was in a positive mental attitude, MLM event, getting geared up for yet another year of break-neck sales.

But no, thank goodness…I was one of the 30,000 attendees at Salesforce.com's Dreamforce event in San Francisco participating in a Marc Benioff marketing stunt to combat Microsoft Dynamics guerilla marketing tactics with their "I Didn't Get Forced" campaign.

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SAS 70 Type II


NetDocuments recently completed a SAS 70 Type II audit, which demonstrates independent examination of internal controls supporting the firm's client services and operations. Earlier this year NetDocuments completed the SAS 70 Type I audit and it has also completed the Truste EU Safe Harbor Certification, acknowledging that it delivers its SaaS content management service and its web site in accordance with these standards.

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Turn Your PC Into A Global Network: Part II for Financial Services


Part I: SaaS for Lawyers; Part II: SaaS for Financial Advisors; Part III: SaaS for Accountants

With SaaS technology, the PC can be made to serve as a global network. Today, in part 2 of a 3 part series, we will discuss how financial advisors and broker dealers can reduce hardware costs, decrease their carbon footprint, increase mobility and enable collaboration with clients while providing SEC and FINRA compliance through cloud computing and SaaS.

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