Account Based Sales with Fileboard
All-in-one integrated platform for Account Based Sales
Sync all your accounts, leads, and contacts from Salesforce.
Contacts and leads are instantly mapped and transformed into Account View.
Account Engagement Score
Engagement scores rolled up to Account and detailed for contacts and activities.
Account Based Email Campaigns
Prospecting campaigns with multiple touches driven by customer engagement rules.
Account Based Call Campaigns
Sales Dialer designed to identifying decision makers in accounts.
Account Decision Makers
Easily identify your ideal customer profile based on job titles or persona assignments.
Account Centric Tasks
Tasks generated based on account engagement and activity.
Account Sales Activities
All sales activity emails, collateral, online meetings, and calls grouped by sales activity.
Account Focused Reporting
View your highly engaged and your underperforming accounts. See what’s driving your top accounts.
Accounts tracked from pre-qualification all the way to a close.
What our customers are saying
Fileboard has helped us by increasing the activity level of our sales team based on the data it provides. This increased activity has resulted in pipeline growth and a faster close rate.
Praetorian Digital – Stacey Storey
Fileboard integrates with your favorite tools
Fileboard wins thousands of sales reps 30% more dealswith our data-driven recommended follow up system.