erp/crm integration series: integration salesforce with alfresco

Automating & Archiving Salesforce

©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…

©2016 Zia Consulting, Inc

Your Contract ProcessesWhere You Spent Money Where You Spend Money

©2016 Zia Consulting, Inc

Costly Error-ProneSlowCompl

ex

People, Paper, Process

©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

©2016 Zia Consulting, Inc

What If Systems Were Integrated?Your Users Our Users

©2015 Zia Consulting, Inc. All Rights Reserved.

©2016 Zia Consulting, Inc

And Processes Were Simplified?Your Process Our Process

©2015 Zia Consulting, Inc. All Rights Reserved.

©2016 Zia Consulting, Inc

And Governance Was Automated? Your Records

ManagementOur Records

Management

Zia SAP Automation Solutions

©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

©2016 Zia Consulting, Inc

Automating Governance Archiving from Salesforce Access from Salesforce Alfresco RM

DoD5015.02 Automated File Plan (from Salesforce)

Disposition – Delete, Store

©2016 Zia Consulting, Inc

Introducing SeeUnity

Content Integration Content Synchronization Salesforce + Alfresco Multi-repository solutions for FileNet,

Documentum, OpenText, Box… Solving SharePoint/Office365

Demo

Who is Zia?

EST.

2003Boulder, CO

CriticalNot

Casual

Controlling Chaos +

Delivering Rapid ROIProcess

& Integrati

on

OpenPlatform

s

Content People

©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

Questions?

Phil RobinsonSVP Business Development

Zia Consultingphil@ziaconsulting.com