Fileboard – The Ultimate Sales Tool

Sales and marketing professionals know the importance of a solid pitch, and yet setting up an in-person meeting with potential clients can sometimes be difficult in a day and age where many people are traveling for business on a nearly constant basis. Fileboard is a sales tool that individuals and teams can use to prioritize leads, optimize workflows, and give live presentations online.

Sign up for an account with Fileboard, and you can immediately integrate the web-application with your Salesforce account. Upload any sales documents, data sheets, contracts, and proposals you have saved in Gmail, Dropbox, Box, SharePoint, or elsewhere on the web into Fileboard, and you’ll be able to access those files from any location at any time. You can even access the files your colleagues, partners, or legal teams have filed in your group Fileboard account. Once you’ve pulled up the specific document you were looking for, you can review and annotate the file from within the Fileboard system. This file can then be sent to a potential client, who will review, sign, and return the agreement with Fileboard’s digital tools.

Fileboard’s integration with Salesforce means you can process signed contracts directly from your inbox into the popular CRM tool without having to scan any files or upload contracts for a second time. You can also quickly share signed documents with members of your legal staff, if a quick review is necessary before the appropriate paperwork can be filed. Fileboard is a web-application that is agile enough to keep up with fast-paced marketing and sales teams in many different industries.

Practical Uses:

• Ask a client to sign an important agreement digitally
• Have your attorney review a contract before sending it to a sponsor
• Share important files with your colleagues
• Send a sales agreement to a potential client

Insider Tips:

• Files can be accessed from any desktop computer or iPad
• Users who connect to Fileboard with iPads must use a second login for security purposes
• Fileboard integrates with Salesforce
• Fileboard users can limit the access colleagues have to secure company files

What we liked:

• Users can access files from Fileboard even when their iPads are offline
• Fileboard users can quickly share live presentations online
• Salespeople can see which slides are generating the most views from potential clients
• Fileboard automatically backs up all data system-wide

What we didn’t like:

• Users with personal plans don’t get access to any of Fileboard’s advanced admin and security tools

Alternatives:

• 5pm – http://www.5pmweb.com
• Central Desktop – https://app.centraldesktop.com
• Zoho – http://www.zoho.com

Company Info:

• Launched: December 2011
• Privately Held
• Headquarters: Mountain View, California
• Founded by: Khuram Hussain and Waseem Sadiq
• Web site: http://www.fileboard.com

Costs:

• Free plan for individuals
• Team plan $20 per user, per month
• Enterprise plan with custom pricing