Alfresco Content Connector for Salesforce
Create Value, Not Inefficiency
Employees spend up to 20% percent of their time searching for content.
Workers save files in separated applications, hide it in emails or store it on personal drives. The result is simple. People can’t work together efficiently when sharing files via email or confusing folder structures.
Spend more time winning customers and less time managing content. With the Alfresco Content Connector for Salesforce, your organization can close deals faster by becoming more productive and collaborative across account teams, departments and applications.
Disconnected Workers Decrease Productivity
Salesforce users that can’t find or collaborate on the documents they need, delay deals and processes. Storing content in multiple locations and systems creates challenges.
Sales teams waste too much time trying to locate the right version of the right document
Collaboration breakdowns lengthen the processes and make it hard to keep teams in sync and on task
Compliance and Control Issues
Tracking updates and approvals is tough, especially when reviews involve non-Salesforce users. Plus, insufficient document control raises compliance and security risks
Take Control of your Collaboration
Make collaboration simple. With the Content Connector, Salesforce users can find and share files without leaving the application. Back-office functions can collaborate in processes as content is accessible outside of Salesforce.
Associate documents to a Salesforce record. Everyone working in the record gets a full customer overview
No more version control mix-ups and inbox bottlenecks. Workflows can include non-Salesforce users for easier collaboration
With a single source of truth for customer content, organizations can ensure that documents are secure and stored for long-term record-keeping