File access, security & analytics for sales teams

CloudFiles enables smart sales executives get the most out of their file sharing by making their files smarter. Share proposals as insightful links and follow-up more effectively

AN AUTOMATION-FIRST APP

Full automation support for all the use-cases

CloudFiles offers a variety of Salesforce, HubSpot & API-based automation components that can together create automated implementations for each of the use-cases mentioned -

HubSpot list filtering, workflow triggers & actions
Salesforce custom objects, flow components & apex support
Rest & Javascript API for backend automations

Useful for all types of sales documents

With the vast variety of features offered, CloudFiles can provide something for every type of document in the sales-marketing-service cycle.

Marketing Collateral

Access latest marketing content by connecting to the content library through an easy to use interface. Access multiple libraries and once and download the latest content always.

Proposals & Quotes

Share proposals as secure & insightful links. Track analytics, get notifications and follow-up accordingly. Easily replace content without needing to re-send the file.

Contracts & Service Docs

Consolidate libraries and access from the right. Access old documents easily. Revoke client access or send updates about new changes using file portals.

CONTENT ACCESS

Latest file access from any cloud storage

The first and foremost requirements for any Sales executive is to get access to latest content. CloudFiles offers various ways to get this access

Instant mirrorring of existing content from various cloud storages
Works with Sharepoint, Google Drive, OneDrive, Box, Dropbox, Amazon S3 etc…
Download, preview and create powerful sharing links for any document

DOCUMENT ANALYTICS

Sharing proposal as trackable links and acting on notifications

CloudFiles provides detailed and drilldown analytics on documents that can help sales team follow-up efficiently and convert quickly.

Share content as powerful CloudFiles link
Get detailed analytics including opens, time, time spent, downloads, location, page-wise analytics etc…
Get drilldown analytics including session-wise, use-wise and device-wise grouping
Get notifications when document is viewed. Follow-up smartly.