S-Drive

Data-Driven Sales Team Management

WHY USE S-DRIVE TO STORE SALES-RELATED FILES?

From opportunity reviews with managers to presentations being used while visiting customers,  S-Drive enables you to store all sales team management related documents easily. Gather information from individual records or dozens of reports, transform data into actionable intelligence without file size limitations.

While managing opportunities,  sellers are required to create customer presentation slide decks. Yet, each sales team member mostly creates a new presentation from scratch since the customer presentations are not centralized in one location. Additionally, all documents required to make it an efficient customer visit are not easily accessible. S-Drive can serve as the collective intelligence for the sales team.

Additionally, managers and executives are requiring sellers to prepare documents to review leads, accounts and opportunities. Juggling between customer requests and internal ones, sellers can easily get disorganized unless they have an easy-to-use file storage system in the platform they are required to use the most, Salesforce.com. S-Drive also brings a personal storage space for sellers to keep their personal documents that they want to use in the way they want. We call this personal storage space, myDrive. myDrive offers a great opportunity for CRM Managers and Admins because turning on myDrive will drive better adoption of Salesforce.com across sellers leading to better utilization of the platform.

Finally, inside sales teams can improve their performance if their outbound calls are recorded and reviewed. All these recording can be securely stored in S-Drive and previewed without downloading which will simplify the coaching that sales development reps are required to get from inside sales manager.

TOP 10 INDUSTRIES WE SERVE

Technology

Machinery

Retail

Finance

Energy

Media

Telecommunications

Real Estate

Healthcare

Insurance

WHAT’S IN IT
FOR YOU

  • Be prepared for key customer meetings by quickly accessing personal documents
  • Locate customer presentation easily using the folder structure
  • Store all kinds of documents
  • Easily communicate pertinent information about account plans and strategic deal reviews with sharing features
  • Utilize email feature to share files as a link
  • Collaborate around sales documents to share the latest information with relevant parties such as sales managers and executives
  • Present a complete, accurate view of your accounts with powerful data retrieval
  • Automatically store recorded outbound call recordings or email attachments
  • Preview important information without downloading
  • Add new revisions of a document