by eVolpe Consulting Group

SuiteCRM & Alfresco Integrator by eVolpe is a perfect solution for all the companies, which are currently deploying or already using both of the systems. Are you facing difficulties trying to coordinate your documentation in the context of sales opportunities? This is the best solution!

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SuiteCRM & Alfresco Integrator

SuiteCRM is a Customer Relationship Management software (CRM). Its functionality includes sales force automation, marketing campaigns, customer support, mobile CRM, social CRM, reporting etc.

Alfresco is a highly advanced Enterprise Content Management software (ECM), which allows for the administration of files. It is mostly used as a repository of digital documents, emails etc.

Thanks to the SuiteCRM & Alfresco connector the user gets easy access to all the information collected by both systems.
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The integration covers following areas:

  • the CRM user gets access to the files saved in Alfresco and associated with a given record (for ex. a Lead) without the need of jumping between two systems;
  • folders for a particular path are created automatically;
  • documents display in a separate sub-panel inside a relevant record in CRM;
  • the integration allows restricting permissions in relation to the Alfresco paths (which supports the order and proper organization of the catalogs).

The so-called Alfresco paths should be set separately for each folder in the repository. Furthermore, the automatically created folders entirely comply with the logic of the CRM modules.

There are two kinds of folders which build an Alfresco path:
- CANNOT upload files;
- CAN upload files.

The first kind helps to build the structure of a path. The second is the place where a file can be dropped. It may seem like an unnecessary feature but it actually helps to keep the system in order.

The integration guarantees that only users with the right permissions see certain Alfresco sites, therefore also a document placed there.

The connector includes a mechanism that rules out the possibility of creating duplicates. In order to differentiate the catalogs, in case a given folder already exists, the connector adds a number (after the underscore: _n) to the appropriate Alfresco path. The name gets updated every time someone affects the path (for example by changing the name of an Opportunity record). In addition to creation of separate folders for each record, there is a possibility of designing a shared directory for a group of records that fit the same operational description.

Supported versions:

SuiteCRM: 7.10.x | Alfresco CE 6.0.7

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