Fixed workplaces are very much 20th century, we can all agree on that. Today we are used to always having access to our files wherever we are. With FILE 365 you take the mobile productivity of you and your employees to an even higher level. Working from one system and benefiting from the advantages of both Salesforce and Microsoft 365. In this blog, Kyung de Jong-Dijkman, Salesforce Administrator at Vloeiend IT, explains how you can also increase your efficiency and productivity with FILE 365.
Work without barriers. Access your files anytime, anywhere
Imagine never having to search for the right files again, that it no longer matters in which folder you keep your files. After all, you have neatly stored your documents in Salesforce, with the right customer, in a place that is equally logical for everyone. With FILE 365, you can access those documents from any device, whether you’re in the office, on the road, or at home. This way, searching for a file becomes effortless, without having to download them first and upload them back to Salesforce after editing.
Secure access. Carefree work at any location
Security comes first, especially when it comes to confidential company data. After all, the threat of cyber attacks is increasing every day and security is therefore becoming increasingly complex. With FILE 365 you don’t have to worry about this. Because FILE seamlessly integrates Microsoft 365 and Salesforce, files associated with a record in Salesforce can be efficiently stored in SharePoint. You can easily access and edit the files from both platforms and all communication on the Salesforce and Microsoft 365 cloud platforms is encrypted.
Real time collaboration. Efficient teamwork wherever you are
Collaborating with colleagues, customers and partners has never been easier. Thanks to the integration with Microsoft 365, employees with FILE 365 can work on the same file at the same time, see changes live and react directly to each other. Forget endless email exchanges or versions that get mixed up. Efficient teamwork and optimal communication ensure a seamless workflow, wherever your team members are.
Intrigued?
FILE 365 integrates SharePoint into Salesforce. Microsoft 365 files associated with a record in Salesforce are stored in SharePoint. Files can be opened with one click from both Salesforce and SharePoint. Open and edit files directly from Salesforce! Experience the power of mobile productivity yourself with FILE 365. Request a demo now! We’d love to get to know you.
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