The second installment of our three-part webinar series on ERP and CRM integration, focused on integrating and archiving Salesforce with Alfresco. We discussed how RFPs, contracts, marketing campaigns, customer service documents, and any other documents used in Salesforce can be automated with Alfresco. These solutions save money, enhance governance, and increase user satisfaction for financial services, technology, manufacturing, and more.
Phil Robinson, SVP at Zia Consulting, talked about how the real cost of utilizing Salesforce is often ignored. The actual document processes associated are often costly, complex, slow, and error-prone. Zia creates options that have a rapid ROI, increase productivity, expedite the sales cycles, reduce storage costs, secure collaboration, and help companies achieve enterprise governance.
Through Alfresco integration, your users can continue using the tools they’re comfortable with—like Outlook—and workflow is automated with Activiti BPM. Our contracts management solutions allow users to work exclusively in Salesforce and the workflow is automatically synced with Alfresco ECM. Our EasyRM solution is an open platform that automatically creates file plans based on the Salesforce document with the appropriate retention and disposition schedule using Alfresco RM—a scalable and secure repository that is DOD5015.02 compliant.
So how does this happen? Our partner, SeeUnity, provides content integration and synchronization between Salesforce and Alfresco. This allows multi-repository solutions for FileNet, Documentum, OpenText, Box, and even legacy content. This connector also works for SharePoint and Office 365.
In our demo, we saw how an NDA for a new sales account can be executed efficiently and automatically. All this can be done without the need to switch between programs, solving the two-screen issue many users have. We also saw how simple it was to upload newer versions, review properties, and continue the workflow.
You can watch the full recording of the webinar here.The slides are posted on our Slideshare page here.