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.

Best Practices Playbook

 

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.

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SUITABLE FOR

Customer Presentations     Personal Documents Required to Sell More     Strategic Deal Review Documents     Account Briefs

Sales Pipeline Reports     Forecast Reports     Annual Reports     Outbound Call Recordings

Go-No Go Decision Charts     Regional Account Plans     Customer Email Attachments

 

TOP 10 INDUSTRIES

Technology       Telecommunications     Retail    Finance     Energy 

Food & Beverage     Manufacturing     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

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