Library consolidation & smart sharing for service teams

CloudFiles lets service executive get all their files at a single place and selectively share them as a file portal. This makes servicing a breeze.

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 service documents

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

CONSOLIDATED LIBRARY

Consolidate files from multiple cloud drives into single dataroom

The most important requirements for any Service executive is to get access to latest content from different teams. CloudFiles offers various ways to get this access

Instant mirroring 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

FILE PORTAL SHARING

Consolidating files and sharing as a single portal link

Consolidate all service documents and organize in a hierarchy before sharing as a single link. One link to keep the client updated.

Create dataroom and add live files & folders from different cloud storages
Organize using grouping. Add folders as well for better hierarchy.
Create sharing link and configure security settings.
Always keep the client updated with a single link.

RECEIVING FILES

Receiving files from customers and transferring to cloud storage

File sharing is a two-way street. CloudFiles allows you to even request files from your customers using the file request features. You can transfer these files to any cloud drive.

Use File request blocks in datarooms to request files from customers.
Set destination of file request blocks to transfer uploads into any cloud drive automatically
Create upload tracking datarooms by combining file request, file destination & folder sharing