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April 8, 2014

Fileboard – See Which Slides Are Selling

ss-fileboard
Fileboard is a web-based application that salespeople can use to gain insight into the effectiveness of their online presentations. Rather than sitting back and waiting for potential leads to get in touch via email, Fileboard encourages its users to be proactive in their approach to online sales. The application sends out automatic email notifications whenever a deck has been opened, and lets its users know how much time their prospects spent on each slide.

Before you can start gathering analytics and measuring the effectiveness of your online sales materials, you need to start by uploading those materials to Fileboard. Login to your account, share a custom URL with prospects, and start giving your presentation. Your prospects won’t have to download any software or remember any special codes to see what you’ve put together, which is one of the ways that Fileboard separates itself from competitors in the marketplace. When your presentation is over, share your files with one simple click. This is when the real fun begins. Fileboard will automatically notify you when your deck has been opened, and the platform will track how long prospects spent checking out each slide. When it comes time to follow up, you’ll know exactly which topics piqued their interest, and you’ll be able to sell more effectively.

For businesses with CRM systems like Salesforce, Fileboard offers a number of advanced features. The application automatically logs all meeting details and notes into connected CRM systems. Users can also track analytics for their presentations and schedule live meetings from within a connected Salesforce account.

Practical Uses:

  • See who was paying attention during your online presentation
  • Find out which leads are most likely to convert into sales
  • Learn which decks were most interesting to your prospective customers
  • Avoid manually updating your CRM to add meeting notes

Insider Tips:

  • Prospects don’t have to download any software to view online presentations
  • Fileboard integrates directly with Salesforce
  • Live demos are presented from a personal URL
  • Users can download Fileboard’s mobile app in the app store

What we liked:

  • Users can see which specific slides their prospects are most interested in
  • Presentations can be given from an iPad or iPhone
  • Presentations can be given via screensharing
  • Fileboard gives users the type of actionable insights that actually drive sales
  • Automatic notifications are sent out in real-time

What we didn’t like:

  • Fileboard only offers an iOS app

Alternatives:

Company Info:

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

Costs:

  • Free plan
  • Pro plan is $32 per user, per month
  • Enterprise plan with custom pricing

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