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Protection! Connect™

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Protection! Connect™ is a turnkey integration solution between Protection! Enterprise and third-party CRM and SFA applications. Protection! Connect™ consists of the following components:

  1. Protection! Connect™ Server - J2EE application that listens to the Protection! Enterprise events and forwards them to all registered Protection! Connectors.
  2. Protection! Connector(s) - J2EE application(s) responsible for handling Protection! Connect™ events and for adding/updating data in CRM application (i.e., adding contacts or creating opportunities).

Protection! Connect™ Benefits

With Protection! Connect™, software publishers can integrate their current Protection! Enterprise solution with the industry leading Customer Relationship Management (CRM) applications and leverage CRM's powerful capabilities of customer management and analytical tools to identify new leads, expand intelligence on existing customers, qualify prospects and create targeted marketing and sales campaigns.

Brief Protection! Connect™ Workflow

The following is a brief description of Protection! Connect™ workflow:

  1. On create or update event for an Evaluation license:
    1. Create a new Opportunity.
    2. Create or update corresponding Account and/or Contact.
    3. Associate Opportunity with corresponding Campaign (optional).
  2. On create or update event for an Extended Evaluation license:
    1. Create or update Opportunity with increased probability percentage.
    2. Create or update corresponding Account and/or Contact.
    3. Associate Opportunity with corresponding Campaign (optional).
  3. On create or update event for a Commercial license:
    1. If Opportunity exists then update its Sales Stage with status Closed-Won.
    2. Create or update corresponding Account and/or Contact.
    3. Create an Asset for the license and associate it with the corresponding Account and Contact.
    4. Optionally create an order that corresponds to the issued Commercial license.
  4. On create or update event for a Customer:
    1. Create or update corresponding Account and/or Contact.

Protection! Connectors

The following Connectors implementations are available currently or scheduled to be released in the near future:

Oracle CRM On Demand Connector

Provides integration between Protection! Enterprise and Oracle CRM On Demand. Please see Oracle CRM On Demand Connector page for more information.

SalesForce Connector

Provides integration between Protection! Enterprise and SalesForce CRM. Please see SalesForce Connector page for more information.

Microsoft Dynamics CRM Connector

This Connector provides integration between Protection! Enterprise and Microsoft Dynamics CRM. Please see Microsoft Dynamics CRM Connector page for more information.

NetSuite CRM+ Connector

This Connector provides integration between Protection! Enterprise and NetSuite CRM+. Please see NetSuite CRM+ Connector page for more information.

Sage CRM Connector

This Connector provides integration between Protection! Enterprise and Sage CRM. Please see Sage CRM Connector page for more information.

SugarCRM Connector

This Connector provides integration between Protection! Enterprise and SugarCRM. Please see SugarCRM Connector page for more information.