Collateral Management

Create a One-Stop Shop for Collateral

Salesforce acts as your on-demand document control resource for critical business materials by providing a common repository for consistent and effective communications from anywhere in the world. Automate and effectively manage your document control processes. Provide instant access to the most recent versions of the sales and marketing documents your teams need-all in one place.

Central Repository

Give users access to the most up-to-date documents—including marketing collateral, product brochures, presentations, and more—from a single document control storage repository that is available anytime, anywhere, and is always up to date. Sales reps can respond quickly and easily to requests for information, whether they're in the office, on the road, or at an airport kiosk.

Search

Provide crucial business intelligence to users with a keyword search that helps them find exactly what they're looking for, when they need it. Users can easily view a document or send it as an attachment directly from the search results page.


Attachments

Enable sales reps to easily attach documents from the library to messages they send from Salesforce, ensuring that prospects receive the latest versions of your materials.

Folders and Access Permissions

Streamline document control by organising key documents in custom folders and creating security rules for accessing sensitive documents and folders. Store presentation documents, images, collateral, and other materials based on department, role, type, or other criteria.

Learn More

Salesforce Marketing also includes tools for collateral management, communication management and asset management.

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