Seamless integration of salesforce sales cloud with alfresco ECM for streamlined sales and document management
Challenges
1- Managing sales activities in Salesforce and storing documents in Alfresco ECM created inefficiencies.
2- The sales and document management teams faced coordination issues.
3- The process was time-consuming, leading to potential miscommunication.
Solutions
1- Developed a bridge web application to integrate Salesforce with Alfresco ECM.
2- Enabled automated document syncing, reducing manual data entry by 50%.
3- Provided real-time document access within Salesforce, improving efficiency by 40%.
Results
1- 30% reduction in time spent managing sales documents.
2- 25% improvement in sales team productivity.
3- 20% decrease in operational costs by reducing extra manpower.
4- 35% improvement in team coordination and document accessibility.
The client is a leading IT consultancy firm specializing in Salesforce, Microsoft Dynamics 365, SharePoint, and Office 365. They were managing their sales processes using Salesforce Sales Cloud and storing all related documents in Alfresco ECM.
Using two separate systems—Salesforce for sales and Alfresco ECM for document storage—was creating inefficiencies. The client needed a centralized solution to streamline sales and document management, eliminate manual efforts, and improve coordination between teams. They sought an integrated system that would save time and enhance productivity, allowing sales personnel to focus on closing deals rather than managing documents.
Technology Mindz developed a bridge web application to integrate Salesforce Sales Cloud with Alfresco ECM. This solution automated document synchronization, reduced manual data entry, and enabled seamless document access within Salesforce. The integration ensured that all sales-related documents—such as proposals, invoices, quotes, and technical documentation—were instantly available in the Sales Cloud, improving efficiency and collaboration.
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- The client was using Salesforce to manage sales activities and Alfresco ECM to store critical documents like proposals, invoices, and technical specifications.
- Two separate systems led to difficulty in aligning sales and document management teams.
- Manually uploading and retrieving documents caused delays in sales operations.
- Lack of a centralized repository resulted in discrepancies in document versions.
- Additional manpower was needed to manage and synchronize data across platforms.
- Developed a bridge web application to seamlessly integrate Salesforce with Alfresco ECM.
- Implemented automated document syncing, reducing manual uploads by 50%.
- Created a real-time data translation function to ensure information consistency across both platforms.
- Enabled secure access controls where sales teams could fetch Alfresco documents directly from Salesforce.
- Designed a pop-up authentication feature, allowing users to link Alfresco-based content with Salesforce records.
30%
Reduction
In time spent managing sales documents.
25%
Increase
In sales team productivity by minimizing administrative tasks.
20%
Decrease
In operational costs by reducing the need for extra manpower.
35%
Improvement
In coordination between the sales and document management teams..
