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Alfresco Reveals First Synchronized Salesforce Document Solution

Sales Team Demands Require More than Simple File Storage to Compete

Today Alfresco announced the Alfresco Integration for Salesforce, the first cloud-based application that allows sales teams to share, collaborate and control contracts, marketing materials and other business-critical documents synchronized with the rest of the enterprise making these documents more accurate, timely and compliant. Sales teams and other CRM users can now produce more with fewer errors using Alfresco’s cloud-based document management and first-of-its-kind Enterprise Sync technology collaborating with the rest of the enterprise, such as legal, operations and service. The Alfresco solution offers full document management capabilities including the ability to upload, share, tag and edit content directly from within Salesforce.

"Salesforce customers with extensive content management needs can exceed initial storage user limits and extend their content management functionality to address security, compliance and file-sharing standards set within an organization,” explained Ray Wijangco of Technology Services Group (TSG), a system integration partner of both Alfresco and Salesforce. “Alfresco’s approach to support both cloud and on-premise contrasts with the one-size-fits-all tactic of cloud-only upstarts that fail to cater to customers’ requirements for rich, contextual metadata and integration with business processes.”

Alfresco’s document management and collaboration solution brings business documents to life to improve sales team productivity. Unlike simple file sharing solutions, the Alfresco Integration for Salesforce adds additional information to documents such as opportunity names, sales stage and opportunity close date so that teams can discover similar documents and re-use past experience. Alfresco’s Enterprise Sync empowers sales teams to collaborate, share, review and approve with teams in other departments and customer companies. Legal and compliance teams can now be assured by Alfresco’s enterprise-class document management control where sensitive information remains protected from inside the enterprise as necessary. Chatter integration immediately informs sales teams of relevant changes from anywhere in the enterprise to their documents further enhancing productivity.

The Alfresco Integration for Salesforce enables users to give files true business meaning, which other cloud-based file management services lack. Alfresco’s sophisticated document management capabilities include:

  • Low-cost storage and user pricing
  • Full text and metadata search
  • Secure file sharing and collaboration
  • Automated workflow
  • Version control
  • Mobile and tablet productivity
  • On-premise synchronization options (via Alfresco Enterprise Sync) for critical data

“The synergy between and Alfresco’s powerful document management capabilities means that sales teams can work together more effectively with the rest of the enterprise,” said John Newton, CTO and Chairman of Alfresco. “Given the importance of Salesforce to many sales and marketing teams both large and small, we are thrilled to offer a solution that allows them to work more efficiently, collaborate more effectively and automate tedious business processes.”