Since its launch in 1999 Salesforce’ Customer Relationship Management (CRM) Software has revolutionized the sales process. The intuitive Salesforce sales automation and CRM platform is one of the most effective enterprise tools there is. Salesforce provides reps with better visibility into customer information and makes account planning easy. Other features include detailed reporting, customizable dashboards, trending analysis, email templating, collaboration tools, file and data storage.
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For companies to make the most out of Salesforce effective document management is vital. Reps must be able to instantly access the most relevant content when and where they need it. While content stored on Salesforce can be organized into libraries or manually tagged, these features don’t really solve the content retrieval problems reps are faced with.
Companies today are creating content at an increasingly rapid rate. With the surge in popularity of cloud storage services, this data is now stored in a variety of locations. In addition to cloud storage, marketing and sales collateral may be stored on shared drives, company wikis, and on Salesforce itself. Reps also have to worry about document versions as files get updated and reused. Elaborate naming conventions and manual tagging were not developed with BIg Data in mind. These methods are unsuited to the pace of today’s business world. With these issues in mind we have devised a Salesforce document management best practices guide.
