Salesforce.com® For Dummies®, 4th Edition

Chapter 15. Driving Sales Effectiveness with Document Management

In This Chapter

• Setting up Salesforce Content

• Using Content

• Sharing and managing Content

• Using Content with Chatter

• Document storage

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, chair, phone, and some caffeine, reps need accurate and compelling documentation: sell sheets, whitepapers, case studies, and so on. All too often, however, sales documents reside in multiple places: network drives, e-mails, desktops, and so on.

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

What does an easily accessible library mean? If you're a sales rep or manager, this means spending more time in front of your customers and less time chasing information. If you're in marketing or product management, you can better control the message to customers with the confidence that sales reps are providing customers with the most up-to-date information available. And, regardless of your role, you can individually store documents in your own personal folder.

For companies that need to organize a large amount of current documents, Salesforce Content ...