S-Drive

Case File Management and Work Orders

WHY USE S-DRIVE FOR CASE FILE MANAGEMENT?

The Salesforce.com service cloud provides companies with a customer portal for their own customers and partners to log support cases and get updates 24×7Salesforce.com’s Customer Portal allows companies to interact with their customer and partner base at a single location. In addition to case management, Portals can provide knowledge base, ideas, answers, help, training and many other self-service tools.

Companies can extend the case management features of the Customer Portal and allow their customers and partners to exchange case file attachments with Lifecycle Support Services Staff. S-Drive for Salesforce.com provides an intuitive interface for your customers and partners to attach any number of large files to the appropriate cases so that the case attachments can become accessible by service operations or service delivery staff.

S-Drive for Salesforce.com eliminates difficult-to-use FTP servers and expensive and disconnected file exchange applications. All case files can be easily attached to the appropriate support case directly from within the Portal.

With the S-Drive email agent, support emails and email attachments can also be automatically stored in Salesforce.com. Your customers can simply email back attachments for a case without file size limitations, and all information will be stored and centralized at one location that can be accessed by your service teams. S-Drive enhances the email to case feature of Salesforce.com by eliminating file attachment size limits.

TOP 10 INDUSTRIES WE SERVE

Technology

Manufacturing

Retail

Finance

Energy

Media

Telecommunications

Real Estate

Healthcare

Insurance

WHAT’S IN IT
FOR YOU

  • Save time storing content for e-commerce in a centralized location
  • Organize collateral easily by using a folder structure
  • Store thousands of documentsquotes and labels and easily associate them with standard or custom object records
  • Simplify sending email with multiple files from Salesforce.com at once
  • View data related to each master record
  • Create revisions of the same document
  • Never make a mistake on which file is for what purpose
  • Use Preview thumbnails
  • Create custom fields to better track the usage of files to get insight on how to improve the consumption of the commerce content