Hi there, Tim the sales guy here again. This week, my marketing people want me to talk about the new integration between SugarCRM and KnowledgeTree that was developed by our French partner, iNet Process. It’s called iNetDocs, and it’s very cool.

[img_assist|nid=1688|title=|desc=|link=none|align=right|width=223|height=100]As a sales guy, this is pretty exciting stuff for me! Basically, it means that a sales person — or account manager, or anyone who depends on a CRM for most of their daily work — can access all the documents they need without ever leaving the CRM work space.

So, say I’m a sales guy (did I mention I’m in sales?). I get a lead assigned to me in SugarCRM and want to send out a data sheet. In the old days, before iNetDocs, I would have to go searching on my hard drive, or a shared network drive for a data sheet that I hope would be the latest version to send to my lead. I’d spend 15 or 20 minutes trying to figure out whether I had the right document.

With iNetDocs, I simply switch to the tab within SugarCRM that acts as a window into the KnowledgeTree repository. I navigate to the marketing folder and find the data sheet I need. I know it’s the latest version, because we keep all our current collateral in the DMS. Then, I attach the document from KnowledgeTree directly to the email that I’m sending to my prospect from within SugarCRM. The whole operation takes less than 2 minutes and I move on to the next activity that will boost my commission.

This is a great opportunity for everyone involved:
• I get to sell KnowledgeTree to SugarCRM users who want this functionality.
• SugarCRM gets to sell their application to KnowledgeTree users who need a CRM.
• And iNet Process gets to sell the integration and support.
• Finally, anyone who’s currently using SugarCRM and KnowledgeTree gets an affordable way to make them work seamlessly together.

No matter who you are, if you have a question about iNetDocs, get in touch with me. We’ll help you or get you in touch with iNet Process for additional assistance.