Document Management

Create a One-Stop Shop for Collateral and Documents

Salesforce.com’s electronic document library is your on-demand resource for critical business materials. Document management stores the most recent versions of all your sales and marketing documents in a central, Web-based repository. Your sales reps have instant, worldwide access to all the collateral they need for effective, consistent communication.

Central Repository

Online document and records management ensures that your reps have access to all the most up-to-date materials—including marketing collateral, product brochures, presentations, and more—a vailable anytime, anywhere. Whether they’re in the office, on the road, or at an airport kiosk, your reps can respond to requests for information quickly and easily, essentially creating a "paperless office."

Search

Keyword search helps reps quickly find exactly what they’re looking for with salesforce.com’s Web-based document management system. Users can easily view documents and send them as attachments directly from the search results page.

Attachments

Sales reps can easily attach documents from the online document management library to messages they send from Salesforce, ensuring that prospects receive the latest versions of your materials.

Folders and Access Permissions

Organising your key documents is easy with custom folders and security rules. Store presentation documents, images, collateral, and other materials based on department, role, type, or other criteria. You can also set security rules for accessing sensitive documents and folders within the online document management system.

 
 

Learn More

Salesforce provides you with a complete sales information management toolkit including:

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