M+E Daily

How Adobe Seamlessly Integrates With Microsoft, Salesforce

In this fast-paced digital world, software integrations can help production and other teams move business faster and make the best use of their time, according to Adobe.

The  integration of Adobe with Microsoft and Salesforce works especially seamlessly, Adobe managers pointed out on Nov. 2, during the webinar “Connect your workflows: Seamless Adobe integrations with Microsoft and Salesforce.”

During the session, the Adobe experts shared actionable tips and demos for accomplishing more with documents while staying in the flow of work. Examples included using Adobe Acrobat to create, edit, collaborate, request signatures and track documents all from inside Microsoft Teams and the Microsoft apps one already uses, allowing users to stay focused and be more effective, Adobe said.

Also touched on were: Ensuring added file security and compliance via Microsoft Purview, Information Protection (MPIP) for PDF documents, using Adobe Acrobat Sign with Document Builder to generate contracts, quotes, and proposals in seconds, and gathering e-signatures all from within Salesforce, so you can accelerate sales cycles up to 21 times faster, doing more in less time

“Couple things that I’d like everyone to walk away with,” Garrett Schwartz, product marketing manager at Adobe, said of the first slide he showed.

“First thing, we are the simplest signing experience out there,” he noted. “Any participant in a signing ceremony doesn’t have to create a login. Doesn’t have to create an account. All they need is access to their email and internet. It really is that simple.”

He added: “The second thing we’ll be talking about [is] Microsoft a lot. I want everyone to know that we are Microsoft’s preferred e-signature solution. If you are a Microsoft shop, look no further. We are the preferred signature solution for their applications. So we are co-engineering products constantly with Microsoft’s engineering teams to go to market to increase workforce product.”

Of Adobe’s integration ecosystem as a whole, he said: “We have tons of out of the box integrations that require zero to no coding. I’m not the most technical person in the world but I have set up some of these integrations myself, so rest assured that these are simple, they’re quick and they’re easy.”

Timothy Plumer, senior manager of DME Strategy at Adobe, then demonstrated integrations specifically between Adobe Acrobat and Microsoft Teams. He also showed how Adobe Acrobat Sign is also integrated with Teams.

Jenny Ho, senior product marketing manager at Adobe, went on to demonstrate the Acrobat Sign and Salesforce integration. She then provided details on the new Adobe Acrobat Sign Document Builder functionality that was just launched.

“It’s really now combining our robust e-signature platform, and now we have that added document generation functionality all in one platform for a single price from a single vendor,” she pointed out. “So what we’re doing is we’re really converging two markets into one and created that next-generation platform that’s really superior to the competition.”

The Document Builder functionality is included with the Acrobat Sign license now “so if you have Acrobat Sign License, you have Document Builder absolutely free,” she noted.