The challenge of business communications in the digital age
Companies manage thousands of interactions daily with customers, suppliers, employees, and public bodies. Many of these communications have legal implications: contracts, consents, notifications, certifications, claims, among others. Traditionally, these processes have been manual, slow, and prone to errors, which generates operational and legal risks.
In addition, the European regulatory framework—with regulations such as eIDAS, GDPR, DORA, and NIS 2—requires digital communications to be secure, verifiable, and compliant with recognized standards. This forces organizations to rethink how they manage their communication flows, especially in sectors such as energy, banking, insurance, logistics, and public administration.
Salesforce: automation engine
Salesforce has established itself as the leading platform in customer relationship management (CRM), offering advanced capabilities to automate processes, personalize interactions, and connect data in real time. Thanks to the different Salesforce Solutions such as Sales Cloud, Service Cloud, Marketing Cloud, and Data Cloud, companies can design omnichannel journeys that respond to customer needs at each stage of the life cycle.
However, when it comes to communications with legal value, Salesforce needs to be complemented with specialized solutions that provide legal guarantees, traceability, and regulatory compliance. This is where the CertySign Salesforce Connector comes in.
CertySign: legal value and regulatory compliance in every communication
CertySign is a platform developed by MailTecK & Customer Comms (MailComms Group) that allows certifying electronic communications with legal value, complying with the requirements of the eIDAS Regulation and the GDPR.
Through CertySign, companies can:
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Certify the content, time, and recipient of each communication.
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Guarantee the integrity and authenticity of messages.
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Obtain valid electronic evidence before third parties and authorities.
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Integrate informed consent mechanisms and document traceability.
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Automate legal notifications, contracts, claims, and regulatory processes.
Unified Comms (MailComms Group) through the CertySign Salesforce Connector allows you to activate certified communications, design automated flows, commercial marketing campaigns, customer service processes, or legal communications directly from Salesforce.
Real use cases
The combination of Salesforce and CertySign opens the door to multiple use cases in different sectors. Some prominent examples include:
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USE CASE |
SECTOR |
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Digital contracting in energy marketers A marketer can automate the process of registering customers from Salesforce, sending certified digital contracts with CertySign, including informed consent, process traceability, and legal archiving. This reduces activation time, improves customer experience, and ensures regulatory compliance. |
Energy |
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Claims management in insurance companies From Service Cloud, an insurer can activate customer service flows that include certified communications for receiving documentation, resolving incidents, and legal notifications. CertySign ensures that each step of the process is recorded with probative value. |
Insurance |
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Regulatory notifications in banking In the context of the DORA Regulation, a financial institution can automate from Salesforce the issuance of regulatory notifications, security alerts, or contractual changes, ensuring that each communication complies with the requirements of integrity, authenticity, and traceability required by supervisors. |
Banking |
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Document management in logistics Logistics companies can integrate CertySign into their document management processes, certifying the delivery of key documents such as certificates of origin, shipping instructions, or customs authorizations, all from Salesforce and connected to their TMS or SCM systems. |
Logistics |
Strategic Advantages of the Salesforce + CertySign Integration
The automation of business communications with legal value not only provides operational efficiency but also generates clear competitive advantages:
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Cost reduction: Fewer errors, less time spent on manual tasks.
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Regulatory compliance: eIDAS, GDPR, DORA, NIS 2, and other sector regulations.
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Improved customer experience: Fast, transparent, and reliable processes.
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Legal security: Valid digital evidence for audits, litigation, or inspections.
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Scalability: Automate thousands of communications from Salesforce without losing control or traceability.
Whether in energy, banking, insurance, logistics, or another sector, the Unified Comms team has the experience and technology necessary to help you design a tailor-made solution.
