With Egnyte for Salesforce, your sales teams can securely access and share files and folders from any desktop, web browser, or mobile app. Seamless integration between the platforms increases collaboration and responsiveness, streamlines operations, and makes it easier to engage with customers.
Egnyte for Salesforce enables your teams to access and share files and folders directly from their Salesforce records. Having a single place to manage all customer documents and records, and organize them into customer-specific folders, eliminates the complexities of having multiple versions of presentations, proposals, and technical documents on different hard drives.
Give your sales teams anytime, anywhere access to the files they need through the Egnyte web interface, which is embedded within the Salesforce environment
Egnyte for Salesforce allows you to access other apps directly from Salesforce, including Google Workspace and Microsoft O365. Plus, our many e-signature integrations allow you to initiate a non-disclosure agreement or other documents from Salesforce and execute it electronically. This helps sales teams boost secure collaboration, both internally and externally.
Give your sales teams the ability to access, edit, and share customer files anywhere with the Egnyte Desktop App or Egnyte for iOS or Egnyte for Android mobile apps. Any changes made via Egnyte applications are automatically reflected in the Salesforce record through the Egnyte integration.
Learn how companies are optimizing their sales processes by integrating Salesforce with Egnyte. Learn More
Easily access and share business files in Salesforce, without storage or file size limitations.Learn More