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Marketing Collateral and Sales Document Management:
Allow Sales and Marketing to communicate in real time by the control of publishing marketing collateral and sales literature. Simply upload your current sales and marketing material and create rules to decide when these documents should be displayed:
- All Campaigns, Contacts, Accounts, Leads or Opportunites as a default
- Quickly add any additional document to an existing Campaign, Lead, Contact, Account, or Opportunity in order to support that particular sale or process.
In minutes you can change what documents your organization is using to support the sales process. This control allows the flexibility you need in today’s agile business environments and tough sales cycles. Real time access to that white paper, customer testimonial, case study, marketing campaign, sales promotions, currently running advertisements, whatever, can make the difference between getting a ‘yes’ or getting a ‘no’.
Salesboom supports Sales and marketing documents in any file format including
Microsoft Word, Adobe .PDF files, Power Point presentations, etc.
Learn more about CRM
Software Marketing Automation Solutions.
Once you truly gain full visibility into your company's business processes, you'll never want to go back to the dark again. We guarantee it. Take a Free CRM Software 30-day Trial today, or contact us directly for more information: 1.855.229.2043 (1.855.229.2043) or via e-mail at firstname.lastname@example.org.