My Favorite CRM App (next to Ribbit for Salesforce, of course)

April 1st, 2010 by Rico Sharqawi | located in Productivity | trackback

I like streamlining and making information available when I need it—especially when it comes to sales processes and tools.  Just as Ribbit for Salesforce unifies and automates voicemail, SMS text, and Salesforce, I find Box.net for Salesforce helps streamline communication between sales and marketing by putting relevant content at my fingertips. Gone are the days of FTP or email attachment size restrictions and time-consuming downloads. I can now send documents and files via an embedded link right inside my email messages sent from Salesforce.

When I’m on the road, I can access my Box.net account from my mobile phone to send email messages with attachments and track when shared files are downloaded. Additionally, I can track version history and conduct full text searches of all of my stored files as needed. Box.net improves my collaboration with remote team members and clients by allowing me to access files anywhere, anytime. To further enhance communications, I can also use eFax and EchSign to send contracts requiring approval and signatures.

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