OCR Software for Salesforce
Go beyond CRM with AI-powered OCR for Salesforce. Tailor and automate to build efficient ecosystems for your business.
Process Unstructured Data with Klippa and Salesforce
Salesforce is a powerful CRM platform that helps you manage customer relationships, sales, and data. By integrating our OCR software into Salesforce, you’ll experience swift digitization and organization of documents, emails, and forms.
This means faster access to vital customer information, improved response times, enhanced data accuracy, and ultimately, a more efficient and productive sales process. With Klippa, you provide better service and insights to your clients while saving time and effort.
Seamlessly Process a Variety of Document Types
Automate document processing and verify more than 50+ document types with Klippa and Salesforce. Do you have a special request? Don’t hesitate to contact our team.
Enhance Your CRM with Automated Document Processing
Easily turn documents into business-ready data by submitting files in batches to our OCR engine. Automate any document-related workflows at scale.
Integrated OCR Solution for Salesforce
Increase Your Business Productivity
The Benefits of Automation with Klippa and Salesforce
Better customer service
Improve response times by automating customer-related document processing.
Integrate business systems
Turn docs into digital archives for easy access across your entire business ecosystem.
Reduce your workload
Eliminate manual data entry and reduce the time spent on error correction with IDP.
Scale your business
Easily scale up or down your operations without impacting your workforce.
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Frequently Asked Questions
How to implement our OCR software into Salesforce?What is OCR and what is it used for?What can Klippa’s AI-powered OCR software do?Which document file formats can be processed with OCR?What document types are supported?Does Klippa have documentation?How about data privacy and security?
What is OCR and what is it used for?
OCR stands for Optical Character Recognition. The technology enables you to convert unstructured data from documents into machine-readable data. Our software, for example, is able to convert financial-, identity-, medical-, logistical-, legal-, HR– and other documents into structured data. For more information about OCR, please read our blog.
OCR can be used for a wide variety of purposes. The most common use cases we come across are:
– Data entry and extraction
– Text recognition in images
What can Klippa’s AI-powered OCR software do?
Our AI-powered OCR software can perform a list of actions:
Which document file formats can be processed with OCR?
The file formats that can be processed depends on each individual OCR software provider. However, Klippa’s OCR software can convert any of the PDF, PNG, JPG file formats to PDF/A, XLSX, CSV, XML, JSON, and many others.
The output format of our software can be adjusted according to your needs and use cases.
What document types are supported?
Our API supports many different types of documents and files. Our OCR engine works most seamlessly with receipts, invoices, credit card statements, contracts, passports, ID cards, driving licenses and Chamber of Commerce documents.
Other documents like debit and credit cards, tax statements, payment slips, shipping documents and more can be supported on request.
Does Klippa have documentation?
Yes! Since Klippa was built by developers, for developers, we know the importance of good documentation.
Both our API and SDK solutions have the right documentation to easily implement them in mobile and web applications
How to implement our OCR software into Salesforce?
Our solution can be easily incorporated into the Salesforce platform via our API. The API primarily uses JSON for communication, making it compatible with various programming languages.
We also provide a German-market-tailored OCR connector for Salesforce, build by our partner cloudworx, an accredited Salesforce expert. This way, you can start your digital transformation journey right away.
Feel free to contact us to discuss the possibilities of implementing our OCR software into your Salesforce workflows.
How about data privacy and security?
By default, Klippa does not store any customer data. Data is always processed under a data processing agreement (DPA) and all service from Klippa are compliant with GDPR.
All data transfer is done via secure SSL connections. Our servers are ISO-certified and by default are located in Amsterdam, the Netherlands. Getting a custom server on a location of choice is possible in any location worldwide.
On a regular base, our security is tested via third-party penetration testing to ensure state-of-the-art security at all times.