About us
A Sales team typically uses 5-6 document tools:
- Document generation tool for creating personalized proposal/contracts etc. using a template & customer data. Ex: Conga composer, Panda Docs, Quip.
- Document Storage tool for storing files in a cloud storage. Ex: SharePoint, Google Drive, Salesforce.
- Document Discovery tool for finding the right content in the business context. Ex: Seismic, Highspot.
- Document Sharing tool for sharing documents with customers & tracking engagement. Ex: Showpad, DocSend.
- E-signatures tool to Esign on documents. Ex: DocuSign, HelloSign
Problems with current document stack is that:
- These tools don’t talk to each other.
- They add a lot of friction to the sales process.
- Sales people have to keep jumping between these tools.
- Sensitive files & customer data is scattered across these platforms.
- They don’t integrate well with the existing processes.
Enter CloudFiles which is a full stack document automation & sharing platform. It is:
- a) Friction Eliminator:
- Exposed through the CRMs - acts as CRM extension & not as a new tool
- Mirrors existing storage - Works on top of SharePoint, Google Drive etc. Customer’s sensitive files remain with them.
- b) Deeply Integrated:
- CRMs are very powerful at automations, it’s their core business.
- CloudFiles deeply integrates with these tools, harnessing the full power of CRMs.
- c) Full Stack:
- CloudFiles would support all functions across document lifecycle, with an option to plug user’s own tool as well.
- Ex: Someone wants to use DocuSign instead of our e-signatures, they can, in a seamless way.
- d) Highly Customizable:
- All sales processes are unique. Salesforce understood that and pioneered CRMs.
- CloudFiles takes the same approach, building on top of CRMs, enabling customers to fully customize their processes involving documents.
All in a no code way.
