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.
