Treeno Software integrated management module connects Salesforce.com users

Integration with Salesforce.com online sales tool adds ease and value to enterprise content management, Treeno Software says.

08/31/2009


 

Treeno Software manages documents

Treeno Software offers a Salesforce.com integration module.

The new module, called 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, according to Treeno Software.

Treeno's content management solutions allow for paper document scanning and storing and tracking of all emails, contracts and correspondence, the module also can act as a search engine for projects and accounts managed under Salesforce.com.

Treeno Software calls Salesforce.com "one of the most popular and prolific Software-as-a-Service (SaaS) CRM platforms in the world," with more than 55,400 corporate customers, and 1.5 million individual subscribers.

"Salesforce.com... brings a slew of features and accessibility to the table," said Will Thibodeau, founder and co-CEO of Treeno Software.

Application example

A long-standing Treeno client, 401(k) administration firm Retirement Alliance Inc., recently deployed the Treeno Salesforce Connector.

The company went paperless 5 years ago with Treeno's help. "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.

www.treenosoftware.com

Also read, from MBT:

- Global corporations see advances in applying search to product data ; and

- The rebirth of knowledge management .

- Edited by Mark T. Hoske, electronic products editor, MBT, www.mbtmag.com





No comments
The Top Plant program honors outstanding manufacturing facilities in North America. View the 2015 Top Plant.
The Product of the Year program recognizes products newly released in the manufacturing industries.
The Engineering Leaders Under 40 program identifies and gives recognition to young engineers who...
2015 Top Plant: Phoenix Contact, Middletown, Pa.; 2015 Best Practices: Automation, Electrical Safety, Electrical Systems, Pneumatics, Material Handling, Mechanical Systems
A cool solution: Collaboration, chemistry leads to foundry coat product development; See the 2015 Product of the Year Finalists
Raising the standard: What's new with NFPA 70E; A global view of manufacturing; Maintenance data; Fit bearings properly
Special report: U.S. natural gas; LNG transport technologies evolve to meet market demand; Understanding new methane regulations; Predictive maintenance for gas pipeline compressors
Cyber security cost-efficient for industrial control systems; Extracting full value from operational data; Managing cyber security risks
Drilling for Big Data: Managing the flow of information; Big data drilldown series: Challenge and opportunity; OT to IT: Creating a circle of improvement; Industry loses best workers, again
Migrating industrial networks; Tracking HMI advances; Making the right automation changes
Understanding transfer switch operation; Coordinating protective devices; Analyzing NEC 2014 changes; Cooling data centers
Upgrading secondary control systems; Keeping enclosures conditioned; Diagnostics increase equipment uptime; Mechatronics simplifies machine design

Annual Salary Survey

After almost a decade of uncertainty, the confidence of plant floor managers is soaring. Even with a number of challenges and while implementing new technologies, there is a renewed sense of optimism among plant managers about their business and their future.

The respondents to the 2014 Plant Engineering Salary Survey come from throughout the U.S. and serve a variety of industries, but they are uniform in their optimism about manufacturing. This year’s survey found 79% consider manufacturing a secure career. That’s up from 75% in 2013 and significantly higher than the 63% figure when Plant Engineering first started asking that question a decade ago.

Read more: 2014 Salary Survey: Confidence rises amid the challenges

Maintenance and reliability tips and best practices from the maintenance and reliability coaches at Allied Reliability Group.
The One Voice for Manufacturing blog reports on federal public policy issues impacting the manufacturing sector. One Voice is a joint effort by the National Tooling and Machining...
The Society for Maintenance and Reliability Professionals an organization devoted...
Join this ongoing discussion of machine guarding topics, including solutions assessments, regulatory compliance, gap analysis...
IMS Research, recently acquired by IHS Inc., is a leading independent supplier of market research and consultancy to the global electronics industry.
Maintenance is not optional in manufacturing. It’s a profit center, driving productivity and uptime while reducing overall repair costs.
The Lachance on CMMS blog is about current maintenance topics. Blogger Paul Lachance is president and chief technology officer for Smartware Group.
This article collection contains several articles on the vital role that compressed air plays in manufacturing plants.