Cloud CRM Integration with Dropbox

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Dropbox


Cloud CRM Integration with Dropbox

Dropbox is a file hosting service that offers cloud storage, file synchronization, personal cloud, and client software.


Salesboom Cloud CRM integrated with Dropbox is a solution that extends Salesboom Sales, Marketing, Service, CPQ, Project Management and Accounting departments to seamlessly link Dropbox documents into Salesboom CRM and have the best of both worlds.

Use Dropbox to share and collaborate on files from within Salesboom.

Zaps connect your apps. They're workflows that automatically finish actions and tasks, while you do more important work.

Add links from customer records, Opportunities, Projects, Cases and more, right within Salesboom, so when you view that record in Salesboom, you have a list of links you can click on that reference the Document on Dropbox, and opens the document in a separate window. This allows you to open and manage many documents while still having a 360-degree view of your customer.

You will see all notes, attachments, activities, calendar events, email and text conversations, Dropbox documents and more, within one click.

Serve customers like never before and improve your customer experience.

Grow Sales by putting the right Sales assets in front of the customer at the right times to get a positive result.

Improve Sales and marketing profitability with more collaboration and less waste.

Improve Collaboration between employees, customers, leads & partners, in one system that's pre-integrated, out of the box.

Decrease time-to-close and errors by replacing manual Document workflow with a more automated system.

Serve customers right over the phone, by having all information at your fingertips, 24/7 from your desktop or Mobile phone.

Improve productivity and reduce errors in your Sales and marketing processes, Project Management & Fulfillment processes, as well as Configure-price-Quote processes and Customer Services and support processes by sharing Documents and information across all departments, in real-time.

Collaborate with your customers and colleagues on all of your most important content stored in Dropbox, right from within Salesboom.

Organize and share content while on the go with the Dropbox using the Salesboom mobile app.

Salesboom Document Workflow Management Solution can embed document templates stored in Dropbox and have Salesboom generate the documents automatically, at the right time, and with the right customer, account, product information merged into the document in real time, from your customer database.

Salesboom Cloud CRM integration with Dropbox is perfect for the following document types, and their workflow processes:

  • Quotes
  • Contracts
  • Proposals
  • Invoice
  • Sales Orders
  • Purchase Orders
  • Shipping documents
  • Packing Slips
  • Order Forms

Salesboom also has Document folders and document management native to Salesboom. Upload files of all types and save in online folders, attach records to any Lead, Account, Opportunity, Quote, Sale, Invoice, Contract, Proposal, etc so you have a history of documents, attached to the right customer profile, and an audit trail of who uploaded what documents and when. Reporting, Dashboards & Analytics help you manage documents and Document workflow.

Send Customized Email campaigns from Salesboom and have attachments in your emails that are stored in online document folders in Salesboom or in Dropbox.

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