The Sugar & Alfresco Integrator by eVolpe was made for all the companies currently deploying or already using both of the systems. Are you facing difficulties trying to coordinate your documentation in the context of sales opportunities? Our connector is the best solution to help you solve that issue.
Sugar Alfresco Integrator
Sugar is a Customer Relationship Management (CRM) system. Its functionality includes sales-force automation, marketing campaigns, customer support, collaboration, mobile CRM, social CRM and reporting. Alfresco, on the other hand, is a highly advanced Enterprise Content Management (ECM) software which allows for the administration of files. It is mostly used as a repository of digital documents, emails etc. Thanks to our connector the user has easy access to all the information collected by both systems.
The integration covers the following areas:
- the user of Sugar has access to the files saved in Alfresco and associated with the given record (for ex. a lead) without the need to jump between two systems
- folders for a particular path are created automatically so the associated files can be displayed in a sub-panel in a relevant record
- the integration allows restricting permissions in relation to the Alfresco paths created for the organization of catalogs
The Sugar Alfresco Integrator has to be configured by the Sugar administrator before it can be used (Alfresco configuration in admin panel). Moreover, the so-called Alfresco paths should be set for each folder in the repository. They automate the creation of folders which also comply with the logic of CRM modules. There are two kinds of folders that can constitute an Alfresco path:
- CANNOT upload files;
- CAN upload files.
The first kind helps to build the structure of a path. The second kind 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.
There is a mechanism that rules out the possibility of creating duplicates. In case a folder already exists, a number gets added after the underscore (_n) to the appropriate Alfresco path. The name gets updated every time a user changes something that affects the creation of a path (for example the name of an Opportunity record). Besides for creating 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.
Accounts can be created by the administrator directly in Sugar in the “Manage Alfresco users” section. Then users have to configure their Sugar account (external accounts).
Sugar users must have an Alfresco account in order to browse the folder in the record’s sub-panel. The CRM user and the Alfresco user are connected through a simple mapping mechanism. There is an option to manage the user accounts from the CRM administration panel and appoint which login equals which. It is also possible to create a new Alfresco user directly from the CRM. If there is a user in Alfresco with the same login in CRM the integrator will notify about it in the administration panel and suggest the mapping of the two.
The integration guarantees that only the user with the right permissions will be able to see a certain Alfresco site, therefore also a document placed there.
After successful setup users can browse files associated with a given record directly in the record view, in the Documents sub-panel. This section of the software is filled by a widget which allows searching through the repository without leaving the CRM. Depending on the type of project users can have viewing or editing rights. At the top of the Documents sub-panel, there is a breadcrumbs trail and search function to navigate through the project. New folders and files can be created by clicking on dedicated buttons. The files can be downloaded to a computer or viewed directly in the sub-panel, they can also be copied and moved between folders. The user can store different versions of the files as well.
Alfresco CE 6.0.7
SugarCRM: 8.0.x or SuiteCRM: 7.10.x