After making the decision to go paperless 5 years ago with the help of Treeno, we also realized our need for more efficient workflows. After Treeno helped us customize the system and get it integrated with our previous CRM platform, we turned to them when we recently switched to Salesforce.com
Portsmouth NH (PRWEB) August 18, 2009
Treeno Software, a proven leader in enterprise content management (ECM), announced the release of its Salesforce.com integration module, enabling its industry-leading document and content management capabilities to be seamlessly integrated and compatible with Salesforce.com's suite of online customer relationship management (CRM) products.
The new module, dubbed the Treeno Salesforce Connector, integrates with any Salesforce.com account and allows users to drag and drop emails and other documents from their desktop directly into the account, expanding and enhancing the information available to Salesforce.com users.
What's more, as Treeno's content management solutions already allow for the scanning of all paper documents, as well as the storing and tracking of all emails, contracts and correspondence, the module can also act as a search engine for projects and accounts managed under Salesforce.com.
Salesforce.com is one of the most popular and prolific Software-as-a-Service (SaaS) CRM platforms in the world, boasting more than 55,400 corporate customers, and 1.5 million individual subscribers.
"Salesforce.com has become one of the most popular CRM tools in the world, and obviously brings a slew of features and accessibility to the table," said Will Thibodeau, founder and co-CEO of Treeno Software. "It was only natural for us to integrate our SaaS-based ECM solution, making the management of sales and related documents even easier."
One of Treeno's long standing clients, 401(k) administration firm Retirement Alliance Inc., recently deployed the Treeno Salesforce Connector, and were impressed.
"After making the decision to go paperless 5 years ago with the help of Treeno, we also realized our need for more efficient workflows. After Treeno helped us customize the system and get it integrated with our previous CRM platform, we turned to them when we recently switched to Salesforce.com," said Kim St. Pierre, President of Retirement Alliance. "Despite the numerous integration points with Treeno, the switch from our previous CRM solution to Salesforce.com was seamless, with no disruption to our staff or our clients. Treeno's ability to pull data from Salesforce.com gives us efficiency gains by minimizing the effort required to update client information and providing us with a task list that is always up-to-date. Retirement Alliance is run on Treeno - we could not live without it."
Treeno developed the new module using the Salesforce.com Web Services API, which ensures compatibility with any Salesforce.com account. The Treeno Salesforce Connector allows for out-of-the-box integration with Salesforce.com, but because of Treeno's deep knowledge of the Salesforce API, the solution can be further expanded to support more complex solutions using a highly integrated approach.
About Treeno Software
Treeno Software is a proven leader in enterprise content management (ECM) with its flexible, feature-rich and affordable suite of document management and workflow solutions, designed to meet the needs of companies of any size. Treeno Software delivers its Content Server and Express solutions for document management, document imaging, email management and business process management (BPM) in a stand-alone software package, on-demand Software-as-a-Service (SaaS) or by a unique network appliance. With a reputation for reliability and the highest levels of customer service, Treeno Software consistently demonstrates that its products immediately increase productivity and operational efficiency by streamlining the workflow necessary to complete critical business processes. Easily configured for instant return-on-investment, Treeno's solutions also meet the highest standards for comprehensive security. For further information, please visit us on the Web at http://www.treenosoftware.com
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