KnowledgeTree’s Integration with SugarCRM Lets Customers Manage Documents More Productively Across Organizations

RALEIGH, N.C – August 23, 2011 – Sales, support, and services organizations depend on document-centric business processes. Contracts, presentations, and proposals are always being developed and shar2ed among teams to manage and help clients. The challenge, however, is that it becomes inefficient and complex to:

  • Organize documents so that they are always accessible to teams inside or outside of the CRM process
  • Manage approval processes so documents are efficiently reviewed and approved
  • Promote great documents so that productivity increases over time

To address these challenges, KnowledgeTree, a provider of cloud-based tools that make documents matter, today announced a new technology integration with SugarCRM, the world’s fastest-growing customer relationship management (CRM) company. KnowledgeTree for SugarCRM provides a linkage between documents uploaded into SugarCRM and the secure KnowledgeTree vault. This integration allows customers to:

  • Share sales, marketing, and support documents with ease in SugarCRM
  • Keep documents organized with Smart Tags and “always current” links to the KnowledgeTree vault
  • Use Smart Processes to make document reviews and approvals a snap as new documents are added to the KnowledgeTree vault via SugarCRM

“This integration is a big win for sales, marketing, and services organizations,” said Daniel Chalef, KnowledgeTree’s chief executive officer. “Now it’s easy to connect documents and templates from SugarCRM to your KnowledgeTree vault. So, companies can share, manage, and approve the critical documents they need to get business done more effectively. That means more productive teams.”

“It is critical for us to enable our customers to share content more easily across organizations, so the technology integration with KnowledgeTree was a no-brainer,” said Clint Oram, chief technology officer and co-founder of SugarCRM. “With KnowledgeTree for SugarCRM, our mutual customers will eliminate time spent worrying about managing content so they can spend more time closing sales deals that have an impact their overall bottom lines.”

About Knowledge Tree

KnowledgeTree makes documents matter. Orbitz, Miramax, Alcatel / Genesys, Fuji Chemical, and hundreds of other companies use KnowledgeTree to drive productivity by working smarter with documents. KnowledgeTree helps legal, finance, HR, and sales teams easily develop and execute business processes around documents, and drive actionable insight. KnowledgeTree is headquartered in Raleigh, NC.

About SugarCRM

SugarCRM makes CRM simple. As the world's fastest growing customer relationship management (CRM) company, SugarCRM applications have been downloaded more than ten million times and currently serve over 850,000 end users in 80 languages. Over 7,000 customers have chosen SugarCRM's On-Site and Cloud Computing services over proprietary alternatives. SugarCRM has been recognized for its customer success and product innovation by CRM Magazine, InfoWorld, Customer Interaction Solutions and Intelligent Enterprise.
For more information, call (408) 454-6900 or 1 87 SUGARCRM toll-free in the US, email, or visit