SalesFolder provides automated organization and sharing of all sales, marketing, and service documents on any computer. It allows sales and service users to work with all of their documents and attachments offline while our invisiblesync technology ensures that salesforce.com and your desktop are always accurate.
Using Windows folders, it creates the salesforce.com file structure inside of My Documents, and allows you to access your CRM documents and attachments just like regular desktop files. It also allows you to save files to salesforce.com from Microsoft Word, or drag and drop any file to the dropzone and SalesFolder will scan the contents and recommend a destination.
Document Management with Salesforce.com has never been easier! SalesFolder is a superior document management, collaboration and delivery tool. It enables bi-directional data synchronization between your enterprise document repository (EDR) and a user's desktop.
Instant Document Upload
Use the drag and drop ease of Windows or use the special Salesforce DropZone.
All of your Salesforce.com files available offline
SalesFolder provides the ability to work with ALL of your Salesforce.com content and automatically syncs when you are back online.
SalesFolder ensure that not only do you have the latest updates but so does the rest of your team as any updates are instant sync'ed to your Desktop or Salesforce.com
SalesFolder is the perfect Document Integration Solution Between Salesforce.com and Outlook
Windows Integration and User Adoption
All of your sales, marketing, and service documents on your desktop. The integrated search and the ability to drag and drop documents, attachments and text fragments to salesforce.com makes for tighter integration and encourages greater
Background Autosynch with conflict resolution
Keeps documents cleanly and nicely organized locally and synchronizes all changes in the background.
Access your documents and attachments whenever and wherever you need them.
Quicker Access to Documents
SalesFolder works right from the Windows desktop, no external environments to log in or switch to. Once the user name, password, and user rights are established, SalesFolder requires no further interaction.
AUTOMATED SHARE AND DELIVERY SOLUTION
With Ease And Functionality, Once A Document Is Added To SalesFolder, It Is Automatically Distributed To All Users So You Can Stay On Top Of Activities.
DROPBOX FUNCTIONALITY & ADVANCED FILTERS
All Salesforce Files Available Offline With Editing Capabilities And Providing Synchronized Bi-Directionally With The Files And Documents You Need.
INSTANT DOCUMENT UPLOAD & AUTOCOMPLETE FEATURES
Simplify The Process With Drag & Drop Features Of Any File To SalesFolder And Auto- Suggested Features For Ease Of File Management.
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