Integrations optimized for Account Based Sales

An Award winning Salesforce Integration, Gmail and Outlook plugins – all optimized for account based sales.

Account Based Sales focused interation

Join 1000’s of sales leaders and reps who Fileboard

Salesforce 

Oracle

NBC

Rogers

Palo Alto Networks

Reddit

Salesforce and S1

Use the whole Fileboard platform within Salesforce and Salesforce1

Fileboard: Salesforce’s 2014 Rising Star Award Winner

Access 100% of Fileboard’s functionality within Salesforce

Start meetings directly from Salesforce

Built in action buttons on your Leads, Contacts, Accounts, and Opportunities allow you to instantly give a presentation to a prospect.

Calls from your CRM

Call directly from your Prospect’s page in Salesforce

Email and Content Tracking in Salesforce

Send emails with attachments and track engagement within Salesforce with Visual Force tools

Activity Logging

All Sales activity automatically logged in Salesforce

No Manual Data Entry. Ever again.

Stop wasting time you could spend with prospects doing manual data entry.

Engagement based updates

Automatic prospect updates based on engagement

Sync Salesforce Data Instantly

Instant sync of prospects, companies, and contacts

Sync Salesforce Activities

All sales actviities, notes and logs are cross synced to both Fileboard and Salesforce

Advanced Salesforce Reporting

More powerful Salesforce reports with Fileboard prospect data

Gmail and Outlook plugin

Send emails from within Gmail and Outlook, and track all engagement in Fileboard.

What our customers are saying

Stacey Storey Praetorian Digital

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

Read the case study

AppExchange

AA-ISP

Go2Crowd

TrustRadius

Fileboard integrates with your favorite tools

1000’s of Sales Reps like you win 30% more deals, because Fileboard tells them what to do next.

Get started for FREE!