Securely Growing Sales with Egnyte and Salesforce

When companies need to grow revenue, they often look to improve their sales processes. But hiring new sales staff is simply not enough—and rarely cost-effective—so they typically turn to technology instead. 

Salesforce is already the hub of sales activities for many businesses, so any new tools intended to accelerate growth needs to work with that ecosystem of tools. That’s why Egnyte is proud to partner with Salesforce, helping to improve productivity and security, so teams can focus on making sales instead of finding files. 

Egnyte is built for enterprises but accessible to businesses of all sizes and stages. It fuels business growth by enabling content-rich business processes, while also providing organizations with visibility and control over their content assets.

Egnyte for Salesforce has tools for successful sales teams. When you integrate Egnyte and Salesforce, you can:

  • Securely access all Salesforce data from Egnyte, including presentations, contracts, or proposals
  • Collaborate with team members, even if they are not Salesforce users
  • Organize files using folders and sub-folders within the Salesforce hierarchy
  • Support leads, cases, accounts, contacts, opportunities, campaigns, and any custom Salesforce objects
  • File progress when leads are converted to opportunities through the sales pipeline
  • Automatically upload notes and attachments in Salesforce to corresponding, secure record folders in Egnyte
  • Create folder / sub-folder templates for new leads, cases, accounts, contacts, opportunities, campaigns or custom Salesforce objects

 

Learn More

Sales teams expect amazing digital experiences, no matter what tools they use, which means you must deliver a consistent content experience across every app without compromising governance, security, or compliance. Together, Egnyte and Salesforce are dedicated to providing you with seamlessly integrated solutions that make it easy for your sales teams to securely collaborate on the most critical content. Try it now to help boost productivity and grow sales.  

To learn more, visit Egnyte on the Salesforce App Exchange or check out the Egnyte for Salesforce page.

Get started with Egnyte today

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