Online proofing software for Salesforce CRM. Review and approve content.
The simplest and fastest way to review and approve any file in Salesforce CRM
Every marketing content produced needs at least one review to be compliant. At least from one person.
Getting colleagues and partners to review different file types via email is stressful and complicated.
The feedback spread across multiple tools and emails is impossible to follow and maintain.
Sharing content via emails, sending reminders, and gathering feedback from different sources takes an enormous amount of time.
ConfluxFiles makes it easy for teams to review and annotate Salesforce files without leaving the CRM.
Perform design reviews hassle-free
Visually annotate your assets
Use it with CRM you know and love
Get things done even on mobile
Remove Uncertainty
- In ConfluxFiles, you annotate and comment right on documents making feedback clear for everyone.
- No longer deal with the email ping-pong since all reviewers have access to the same file in CRM.
Improve Clarity
- ConfluxFiles makes it easy to manage all content reviews in one place.
- Syncing all comments within the team and discussing in-context makes consensus easy to reach.
Automate Time-Consuming Tasks
- Save hours weekly by automating manual tasks such as sharing content with stakeholders and following up on feedback.
Works great for
Product Catalogs
Package Design
Marketing Campaigns
Licensing Submissions
Media Design
Anything else...
Everything you need to get fast reviews
Precise image commenting
Gather feedback quickly and easily. Everyone involved can place comments and annotation directly on the images and documents.
Each piece of feedback turns into a task for the file owner.
Draw and markup support
Avoid unnecessary handoffs by marking up the file right in the tool
Keep track of the conversation
No more confusion of who said what and when. Threaded and time-stamped comments allow you to completely eliminate messy back and forth emails.
Respond to feedback on time
Receive instant notifications in Salesforce and via email when someone leaves a comment
Mobile and tablet support
ConfluxFiles is available in the Salesforce1 app, so you can review, comment and approve designs from any mobile device.
Integrate to Approval Process
Streamline the workflow by using the tool as part of your approval process
Track approval history via Tasks
Track and manage your workflow via Salesforce tasks
Available in Salesforce communities
Collaborate with partners, customers, and other stakeholders in the communities
and much more...
- ConfluxFiles is a Salesforce native Lightning Web Component. Just drag-n-drop it on any layout to start.
- The application uses native and secure Salesforce Files. No more third-party drives and shared accounts.
- ConfluxFiles supports all image formats, PDF, PowerPoint, Word, and Excel documents.
- Manage document revisions and review them with comments side-by-side.
Ready to streamline your Salesforce files review process?
Review and finalize design assets faster with ConfluxFiles
