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
CloudFiles offers a variety of Salesforce, HubSpot & API-based automation components that can together create automated implementations for each of the use-cases mentioned -
With the vast variety of features offered, CloudFiles can provide something for every type of document in the marketing-sales-service cycle.
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.
Share proposals as secure & insightful links. Track analytics, get notifications and follow-up accordingly. Easily replace content without needing to re-send the file.
Consolidate libraries and access from the right. Access old documents easily. Revoke client access or send updates about new changes using file portals.
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
FILE PORTAL SHARING
Consolidate all service documents and organize in a hierarchy before sharing as a single link. One link to keep the client updated.
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.
You can contact us through a variety of ways. Tell us your use-case in advance for a speedy implementation.
Our team can quickly show you around the app. Book a slot .
Have a small question? Ping us on chat. We are usually active.
Have a larger query? Email us at email@example.com
You can also call us at +1 646 632 2826
Check out the following pages for a variety of other things that are possible using CloudFiles