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Cabinet NG (newssite) and Tigerpaw Software have integrated their respective document management and Customer Relationship Management (CRM) systems. Marriage of these two products, at least superficially, looks like a good match.

Cabinet NG has made no bones about the fact that it has been targeting the SMB market with its CNG-SAFE (Shared Access Filing Environment), while Tigerpaw Software has been working exclusively in that market since 1984.

Combined, the companies say, the two products provide not only a complete end-to-end system for managing client relationships, but also a system that provides workflows and secure document filing that is both easy to use through a simple interface and searchable.

Retriever and Synchronizer

Since Cabinet NG launched v6.0 of CNG-SAFE, it has spent a lot of time facilitating integration with other products, including their .NET API called CNG-API. The API builds on CNG's Retriever and Synchronizer integration technologies.

Synchronizer enables organizations to add folders to an existing cabinet as they are added to a target database. Retriever, on the other hand, is CNG's current integration solution for connecting CNG-SAFE with almost any other Windows-based application.

And it is the Retriever and Synchronizer that the integration with Tigerpaw CRM is based on.

Tigerpaw CRM

Tigerpaw CRM is designed around several principal modules, each with its own particular functions:
 

  • A contact management system that includes account management, scheduling, customer history and notes, management of tasks and synchronization with MS Outlook, which automates information flows.
  • Sales management that enable users to create, import, export and mange all documents associated with sales  processes
  • Service order tracking system that provides complete life cycle tracking of customer's orders

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Tigerpaw CRM

Tigerpaw CRM  overall provides an integrated solution that enables companies to manage market prospecting all the way through to sales processing, dispatching, billing and inventory control.

Cabinet NG and Tigerpaw

So how does it all fit together? The first thing that happens is both CNG-SAFE and the service automation of Tigerpaw CRM are accessible through a single interface that gives users access to centrally managed documents across the entire system.

Synchronizer and Tigerpaw

Add to that CNG Synchronizer, which automatically ensures that changes to folders in one system are replicated in the other system, while replica folders are also created in both systems when a new account is opened.

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Synchronizer process
 

The company gives the example of a phone number being created in Tigerpaw CRM, which is then automatically updated in CNG-SAFE. However, a better example would probably be invoicing to repeat customers, where the possibility of losing track of what bills have been sent where would arise if there were no automatic processes. In other words, you don't have to manually duplicate documents that have been created in one system.

Retriever and Tigerpaw

The other element of this is Retriever. Retriever has been around since October 2007 with the purpose of transparently integrating Cabinet NG's document management system with nearly any other Windows-based application.

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Retriever Interface

Leveraging functionality built into CNG-SAFE, Retriever provides a simple, standard approach for integrating an existing application to documents that are filed, secured and organized within the CNG-SAFE system.

A small Retriever widget is attached to the native application monitors the user's navigation. Based on the information being viewed, Retriever can pull up associated documents directly from CNG-SAFE without switching from the native application.

Documents can also be ingested through scanning using Retriever, while e-mail and workflow integration are also facilitated. This is only the most recent of Cabinet NG’s products for the SMB market. All that remains to be answered now is whose next on the list.