SalesFolder


SalesFolder automates sharing and distribution of all your CRM documents, allowing for more efficient collaborative work. It creates a complete Salesforce document repository right on your desktop and automatically and invisibly synchronizes when online.

Main features of SalesFolder include:

  • Quick document upload: Drag & drop any file to SalesFolder and define a destination
  • Salesforce on your desktop: All documents and attachments are on your desktop with offline access
  • Automated share and delivery: Once a document is added to SalesFolder, it is automatically distributed to all users
  • Tight integration with Microsoft Office: Use the “Save as...” option from Word or Excel to save the document right to Salesforce


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