Results Software, the provider of customer relationship management (CRM) and business management solutions, announced the integration of ShareFile Cloud-based document storage and file sharing service with its Results CRM solution. This integration enables users to send, receive, sync, and share large files with anyone, from anywhere, and using any device ‒ all within a highly secure space.
The integration with ShareFile provides Results CRM users with an innovative and effective Cloud document management solution, in addition to the existing Results document management options. Results CRM users can easily scan, upload, and attach documents to any Results CRM contact, activity, sales opportunity, and project. This allows Results users to access those attached documents from within Results or directly from ShareFile.
ShareFile also enables the creation of a custom-branded, password-protected space where users can exchange business files with clients easily and securely. ShareFile supports the ability to send large files by e-mail, conduct a secure file transfer, or use a shared online space where project-related files can be posted.
"We are very pleased to deliver CRM and business management functionality to ShareFile users, so that the files they store can now be saved and retrieved in context of the contact or project that the file belongs to." said Sam Saab, president and founder of Results Software.
Cat Allday, senior director, Product Management SaaS at Citrix ShareFile, said, "The integration delivers a seamless experience that creates increased productivity by providing access to important documents anytime, anywhere. We're excited to have an integration with an award-winning provider of customer relationship and business management solutions, creating an effective Cloud document management solution for all businesses."
The Results-ShareFile Integration module is currently shipping and is included at no additional charge in all Results QuickStart Bundles.