Salesforce For Dummies, 8th Edition

Chapter 14

Driving Sales Effectiveness with Salesforce Files and Content

IN THIS CHAPTER

Using content in Salesforce

Understanding files

Creating libraries and managing Salesforce Files

Using Files with Chatter

Understanding the different content options

If you, as a sales or marketing manager, expect to get the most out of your sales reps, you have to put the best tools at their fingertips. Aside from a desk, a chair, a phone, and some caffeine, reps need accurate and compelling documentation: sell sheets, white papers, case studies, and so on. All too often, however, sales documents reside in multiple places: network drives, emails, and laptops, for example.

If your reps are losing business because they can’t access the right documents, take advantage of Salesforce Files, which you can use to store the latest sales collateral in an easy-to-use, searchable library. And, as long as your reps have an Internet connection, they can access Files, even if they’re sitting in an airport ...