"When I can't handle things, I let them handle themselves." -- Henry Ford

SalesFolder for Salesforce CRM

SalesFolder Features

SalesFolder Organization

  • SalesFolder replicates the Salesforce.com structure on the desktop
    • All main and sub-folders (Leads, Contracts, Cases etc.)
  • All documents that appear in these folders will appear in the online version, an exact mirror
  • To store or share a document use SalesFolder just as Windows; Drag and drop, or cut and paste
  • Use SalesFolder to access sales docs on the road, in a plane or anywhere an internet connection is unavailable

SalesFolder Search and Association

  • Scans all documents on the host computer for key words and content
  • Displays results rated by relevancy and recommends the most likely destination for the file
  • Accessible by a tray icon or through right-click functions
  • Quickly associate all sales documents with Salesforce sections regardless of structure or format

SalesFolder Sharing

  • All documents placed into SalesFolder desktop are synchronized to Salesforce.com
  • SalesFolder's document transfer process is automatic, it seeks out an internet connection and begins the process independent of the user
  • The process runs in the background, requires minimal resources, and allows the user to continue working
  • When other users add documents to the CRM through SalesFolder or by uploading them directly to Salesforce.com, these documents are delivered to the SalesFolder Desktop
  • Sync manually with a few clicks or customize the synchronization intervals
  • All updates are postponed until the next time an internet connection is established
  • SalesFolder acts as a perpetual backup, recover data and get new people and computers up and running fast