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 site 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.
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