WHY USE S-DRIVE TO STORE SERVICE-RELATED DOCUMENTS?

The Salesforce.com service cloud provides companies with a customer portal for their own customers and partners to log support cases and get updates 24×7. Salesforce.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.

Best Practices Playbook

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.

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SUITABLE FOR

Field Service Work Orders     Repair/Maintenance Work Orders     Job Tickets     Purchase Order Forms

Change Orders     Field Service Assignments     Pick Lists     Service Order Forms

 

TOP 10 INDUSTRIES

Technology       Telecommunications     Machinery     Finance     Energy 

Media     Manufacturing     Real Estate     Healthcare     Insurance

 

WHAT’S IN IT FOR YOU

Eliminate difficult-to-use FTP servers.

Collect all support case information at a single location.

Prevent sharing of FTP passwords and exposure of customer data.

Allow your customers to upload multiple files in one shot to Salesforce.com with ease.

Reduce storage costs by avoiding using Salesforce.com for file storage and simplifying migration of your documents to Amazon S3.

Eliminate the Salesforce.com attachment file size limit of 25MB (no more governing limits, get even faster with S-Drive Admin Tool).

 

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