SAML integrated

CRM System
Project Guide: Mrs. Suja C Nair
Group 5
Alphin K Sajan
Christo Saju
Sweeto Dominic
Abel Arun
Introduction
• Why use SAML?
• What we intend to do using it?
• Thus, how can we change our work-relationship environment?

SAML Integrated CRM Implementation 2

Problem statement
Trending issues in
the market place
• Personal information and
details that are required
for access encounter bugs
and other palpable issues.
Lowers overall Lack of visual
productivity understanding
• Causes teams to • Being able to see stats
encounter trouble and inventory of
handling their data wisely Customer related entities
and potentially causes within a user-friendly,
huge losses. simple and informative
interface may boost their
capability to regain
insights.
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Inefficient user authentication and manual user management in our CRM
system lead to security risks and user inconvenience. We need to implement
SAML-based Single Sign-On (SSO) to enhance security, streamline user
access, and automate user provisioning.

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Objectives
• Integrating and Securing personal data and controlling Access
to platforms that collaborate.
• Thriving in workplace with a sense of unified and connected
platform identities.
• Reducing the need to cram access information.

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 Real-world
Example
Salesforce
Microsoft Dynamics 365
HubSpot
Zoho CRM
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Proposed System
SAML Integrated CRM
Implementation
What is SSO?

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 It’s importance…
• Speeds up sign-in and log-in processes
• Secures information using encryption
• Centralized Identity Management

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More so…
• Provides Fine-grain access control
• Improved User experience
Here’s the edge…
• Enhanced Security : Provides a robust authentication and
authorization framework.
• Single Sign-On (SSO) : Users can access multiple applications.
• Centralized User Management : SAML allows for centralized user
provisioning and de-provisioning.
• Streamlined User Experience : Users can seamlessly access the CRM
without the need to remember additional usernames and passwords.
• Audit Trails : SAML integration often provides detailed audit trails
and logging, enabling better tracking of user access and security
events for compliance and troubleshooting puposes

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• Improved Compliance
• Efficient User Onboarding
• Cost Saving

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Requirements
Hardware Software
• Servers • Operating System
• CPU and Memory • Web Server
• Storage • Database Server
• CRM Software
• Network Infrastructure
• Identity Provider (IdP)
• SSL/TLS Certificates
• Security Software
• Monitoring and Logging Tools

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Modules
• Authentication Module : Responsible for handling user
authentication using SAML assertions.
• User Provisioning Modules : Manages the creation, updating,
and deactivation of user accounts in the CRM.
• SAML Service Provider (SP) Configuration : SAML endpoints,
certificates, and attribute mappings.
• Identity Provider (IdP) Configuration : Provides setting and
configuration to integrate the CRM with the chosen IdP.
• User Management Console : A user-friendly interface
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• Logging and Auditing : Captures and logs SAML authentication
events, user access, and security-related activities.
• Error Handling and Troubleshooting
• User Self-Service Portal
• Backup and Recovery

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Future Scope

• Multi-Factor Authentication (MFA)

• Can reuse and improvise code for larger/smaller vendors

• Can also bring in inter-disciplinary team members, such as from finance to

gain a better Producer-Client relationship

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 CONCLUSION

Integrated data is the

cornerstone of a well-informed
organization, but it's the
security of that data that
ensures trust and credibility.
 Thank you for
listening
THE END

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