Cabinet NG and Tigerpaw Software Integrate Workflow Solutions
CRM and document management solutions mesh in order to “provide a comprehensive paperless office.”
Cabinet NG, document management and workflow software maker, has announced a partnership with Tigerpaw Software, developer of IT business management software. The team-up with provide SMBs with a secure and affordable means of managing business processes.
Tigerpaw‘s CRM business automation software will be paired with Shared Access Filing Environment (CNG-SAFE) from Cabinet NG (CNG) for a secure and affordable filing approach that CNG says will “provide a comprehensive paperless office that scales with business growth.”
“As business processes evolve, so must our software,” says CNG president Andrew Bailey. “Integrating the CNG-SAFE document management solution with Tigerpaw’s leading business automation software will provide an end-to-end software solution that grows with your business.”
Tigerpaw Software see similar ends to the agreement. “We are passionate about finding better ways to improve business processes,” says company CEO Dave Foxall. “By partnering with CNG, we are not only enhancing our offerings, but ultimately providing the best value to the customer with a way to achieve top performance and efficiency with unstructured documents.”
How It Works
The goal of the CRM??SAFE partnership is to combine the CRM and service automation of Tigerpaw with the document management of CNG-SAFE on a single screen, with centrally managed and instantly accessible documents.
CNG Synchronizer automatically adds and updates folders to an existing cabinet in CNG-SAFE by monitoring the Tigerpaw database for additions or changes to an account. When a new account is added in CRM, a corresponding folder is automatically created in CNG-SAFE.
Folder index data is also updated in the event a change is made in Tigerpaw. For example, if a customer gets a new phone number in CRM, Synchronizer automatically updates the corresponding CNG-SAFE folder index.
CNG Retriever monitors the “Account View” panel in CRM and allows the user to access documents filed in CNG-SAFE directly from the Tigerpaw application. The user can open, view or edit documents with Retriever based on the level of access rights they have granted from CNG-SAFE.
New documents can be created, filed or scanned using CNG Retriever. Workflow and Outlook email integration is also supported by Retriever.
