PSIGEN Announces PSIsafe Integration for SalesForce CRM

MADISON, Ala., Nov. 08, 2017 -- PSIGEN Software, Inc., an innovative developer of document capture, business process automation and content management solutions, is pleased to announce the integration of its document management software product, PSIsafe, with Salesforce, the world’s No. 1 customer relationship management (CRM) solution.

With the PSIsafe Cloud connector, SalesForce clients can access all the benefits of PSIsafe from their Salesforce CRM account. The integration facilitates a real-time sync between users’ PSIsafe Cloud repositories and Account and Contact records within Salesforce. Thus, salespeople and account managers can access their critical business documents—contracts, amendments, letters of agreement and key correspondence—from the system where they spend most of their time.

“PSIGEN is excited to offer this integration between our complete document management solution, PSIsafe, and the world’s No. 1 CRM solution. We understand that businesses rely on SalesForce on a daily basis for their customer relations needs. Now they can take advantage of all the benefits of PSIsafe—from security to organization to version control—directly from their CRM,” said Victoria Hensley, COO of PSIGEN Software, Inc.

Because documents are located within the PSIsafe database, rather than duplicated between multiple systems, PSIGEN’s industry-leading security, workflow, retention and role-based permission capabilities remain in place. Users can check documents in or out directly within Salesforce, as well as modify document and folder metadata from the CRM system.  

About PSIGEN Software, Inc.

PSIGEN Software, Inc. is an innovative developer of document capture, business process automation, and document management solutions. For more than two decades, PSIGEN has provided software to improve processes around the capture and management of paper, digital documents and other mission-critical information. PSIGEN’s solutions focus on cost reduction, compliance and improved efficiency for any organization. They are designed to provide industry-leading flexibility and scalability, allowing for integration with any type of scanning device, fax server, MFP or network folder.

PSIGEN users have the ability to perform powerful, scalable advanced document capture with PSIGEN’s flagship product, PSIcapture. They can then migrate that information to PSIsafe, PSIGEN’s document management and workflow solution, or to one of 60-plus supported third-party content management systems. PSIGEN delivers these solutions through a worldwide network of 500-plus authorized resellers and distributors.

CONTACT: 
PSIGEN Sales and Marketing 
Jacob Rivers 
Creative Coordinator 
[email protected]
(949) 916-7700 x231