In the final installment of our webinar series on ERP and CRM integration, we discussed integrating Microsoft Dynamics with Alfresco for sales contracts, customer service cases, invoices, POs, and more.
During the event, Phil Robinson, SVP at Zia Consulting, touched on the cost and time necessary to manage documents. We often hear concerns around compliance and archiving, the difficulty employees see from having to work in two screens, and customer satisfaction issues. By integrating Dynamics with Alfresco ECM—with advanced workflow via Activiti BPM—insurance companies, banks, technology enterprises, and healthcare organizations, can create processes that are simple and seamless.
With our automation solutions, we often see customers achieve a 50% increase in productivity, ROI in less than nine months, and significant reductions in processing time. Dynamics integration expedites the sales cycle for a faster time to revenue. This, of course, increases customer, vendor, and employee satisfaction as does the simple and secure collaboration system. Because employees are working the way they are comfortable, companies also see vastly improved enterprise governance.
The demo showed how a customer service case management scenario was automated and secured through a Microsoft Dynamics CRM integration with Alfresco. The entire workflow was streamlined with the ability to work solely in Dynamics or Alfresco. The demo also showed Outlook email integration with Alfresco as well as automated archiving to create a records management process that delivers on compliance needs.
You can watch the full recording of the webinar here or view the slides on our Slideshare page here.