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.
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