Very easily integrate Box and Salesforce. Considering that not everyone in an organization has a Salesforce account, it’s really hard to accurately describe the history of a client or a sales process because the Salesforce platform keeps the data in their own eco-system. Therefore, your organization has to either keep buying more licenses for its employees at $125/month a pop, or your collaboration will become more limited. It’s a fact: there’s no “I” in team. Sales is one of those peculiar processes whereby a team collaboration often holds the key to closing the deal. Maybe it’s not that coffee is for closers, but rather, that team collaboration is for closers. A simple way to collaborate with your team, Salesforce users or not, is to sync your Salesforce to a more shareable platform like Box or Dropbox. When you sync your information to your cloud storage solution provider, you can share a specific account, Salesforce Files, or opportunities with other people who don’t have access to Salesforce.
2014-11-16
