One major concern in implementing new technologies is the question of how they will interact with existing technologies, particularly the set of programs and applications that your company already utilizes and depends on. When something works, you don’t want to have to switch around, migrate data, or abandon investments that have taken months, maybe even years, to develop.
But there’s no reason why an installation of CNG-SAFE, the electronic file management software from Cabinet NG, should interfere with your current solutions; in fact, CNG-SAFE can bring out the best in them.
ACT! and CNG-SAFE
I want to talk about CNG-SAFE and how it relates to your current ACT! solution. Being the indispensable part of your client contact that it is, a solution that doesn’t utilize it would be no solution at all. ACT! supports some level of document management. You can store templates of emails or form letters, and even attach emails or documents to a contact record. But it falls short of CNG-SAFE in dedicated document management because that’s what CNG-SAFE does. Imagine if instead of a hammer, screwdriver, pliers, and utility knife, you had to use a “hamscrewlierife,” or whatever the word would be. As you might expect, while that might do all it claims, it won’t do all of them particularly well.
CNG-SAFE has extensive abilities when it comes to file management:
And those are just a few.
So how does this fit into ACT! by Sage? With the CNG-SAFE plug-in built for it. Cabinet NG’s CNG-SAFE Plug-in for ACT! provides a seamless connection that merges ACT! contact field data into CNG-SAFE. ACT! fields are automatically sent to Cabinet NG to populate folder data, which creates a flawless flow of information between two of your most significant software applications. Users can view documents filed in CNG-SAFE directly from within ACT! or launch the CNG-SAFE application for additional document management functionality.