Content Management Series 1 – Seller’s View

The homepage of Sales Team on Salesforce has changed! Driving adoption rate of the sales team by turning Salesforce into a content-centric platform is easier than ever.

 

 

First and foremost, Salesforce is for sales teams. One of S-Drive’s customers expected its Sales team to login to Salesforce every day to make updates. Yet, when we interviewed the sales team, we realized that the biggest complaint was not being able to find relevant information on Salesforce that would help them sell more. One way to overcome this challenge is by providing content for Sales teams on Salesforce. The customer content structure requirement to be implemented on S-Drive was as follows:

  • Information Sheets outlined as documents specifying features of all their products such as user guides and product spec sheets. These documents also offered different usage scenarios of their products.
  • Short Decks, or customer presentations. These documents come in the form of PowerPoint presentations or pdfs.
  • Training offers images and videos describing best practices and guides customers/ partners on how to configure products.

 

Additionally, the customer requested to build a What’s New section for new documents to be displayed, Most Downloaded for showing the most popular documents and a mechanism for users to be able to select My Favorites, a section to quickly access personally preferred documents.

Building such content sections on Salesforce using S-Drive is easy. Putting it on a home page for sales teams to access is even easier. With S-Drive’s slider component, content can be displayed in a meaningful way as follows.

 

S-Drive’s slider component offers Quick Preview. A sales user can click on the document to preview and download desired document easily.

S-Drive’s slider component also allows access to full preview of the document, meaning the ability to review all pages of a document, access high-quality images or stream videos.

As for the Content Analytics, file activities can be tracked using Reports and Dashboards.

A seller can follow how customers engage with a document. Almost any activity with documents can be tracked. You can really get advanced when it comes to creating reports and dashboards just because S-Drive is the native to Salesforce.

 

If you are looking for a better way to deliver content to your sales teams, give S-Drive a try by simply visiting https://appexchange.salesforce.com/listingDetail?listingId=a0N30000001SWUTEA4.

Salesforce Adoption rate increase GUARANTEED!

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hilal