ERP/CRM Integration Series: Integration Salesforce with Alfresco
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Transcript of ERP/CRM Integration Series: Integration Salesforce with Alfresco
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Automating & Archiving Salesforce
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©2016 Zia Consulting, Inc
What, Why, How, Where Sales Contracts, RFPs, Marketing
Campaigns, Customer Service Save Money, Enhance
Governance, Increase Satisfaction Salesforce/Activiti/Alfresco Financial Services, Technology,
Manufacturing, and more…
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©2016 Zia Consulting, Inc
Your Contract ProcessesWhere You Spent Money Where You Spend Money
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©2016 Zia Consulting, Inc
Costly Error-ProneSlowCompl
ex
People, Paper, Process
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©2016 Zia Consulting, Inc
What’s in it for You? ROI <9 months 50%+ Increase in Productivity Expedited Sales Cycles Reduced Storage Costs Secure Collaboration Enterprise Governance
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©2016 Zia Consulting, Inc
What If Systems Were Integrated?Your Users Our Users
©2015 Zia Consulting, Inc. All Rights Reserved.
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©2016 Zia Consulting, Inc
And Processes Were Simplified?Your Process Our Process
©2015 Zia Consulting, Inc. All Rights Reserved.
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©2016 Zia Consulting, Inc
And Governance Was Automated? Your Records
ManagementOur Records
Management
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Zia SAP Automation Solutions
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©2016 Zia Consulting, Inc
Automating Contracts Management Work exclusively within Salesforce Advanced BPM/Workflow Sync to Alfresco ECM Internal/External Collaboration DocuSign Integration Universal Content Security
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©2016 Zia Consulting, Inc
Automating Governance Archiving from Salesforce Access from Salesforce Alfresco RM
DoD5015.02 Automated File Plan (from Salesforce)
Disposition – Delete, Store
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©2016 Zia Consulting, Inc
Introducing SeeUnity
Content Integration Content Synchronization Salesforce + Alfresco Multi-repository solutions for FileNet,
Documentum, OpenText, Box… Solving SharePoint/Office365
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Demo
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Who is Zia?
EST.
2003Boulder, CO
CriticalNot
Casual
Controlling Chaos +
Delivering Rapid ROIProcess
& Integrati
on
OpenPlatform
s
Content People
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©2016 Zia Consulting, Inc
Next Steps Salesforce Demos:
Outlook & Salesforce Docusign Integration
Webinar Series: Part 1 – Solving SAP
ziaconsulting.com/resources/recorded-webinars/ Part 3 – Microsoft Dynamicsziaconsulting.com/events-calendar