Integrating systems
For any publisher, it can be difficult to know how to use technology to seamlessly grant access to its users and account holders – and it’s just as tough to keep records of what individuals and organisations are entitled to access.
Everest Group uses Salesforce as its CRM platform, so it was critical that Salesforce integrated with Content Catalyst’s content management system.
When Everest Group started using Content Catalyst, it needed a way to ensure individual users were provided with relevant content access in an efficient manner. The answer lay in a technical integration between Everest Group’s Salesforce instance and Content Catalyst.
Establishing access rights
The seamless nature of this integration ensures that employees working for an Everest Group membership client can access all the content to which they’re entitled, without Everest Group having to conduct multiple manual processes.
As more content is added to a research offering, member accounts can immediately access the new information, gaining instant value from their membership.
The integration also helps differentiate the access rights granted to individuals with memberships, those who purchase individual reports online, and those who simply access complementary content.
In short, the integration makes everyone’s life just a little bit simpler…