Integrations optimized for Account Based Sales
An Award winning Salesforce Integration, Gmail and Outlook plugins – all optimized for account based sales.
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
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
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
1000’s of Sales Reps like you win 30% more deals, because Fileboard tells them what to do next.