The simplest and fastest way to review content in Salesforce CRM
Running marketing campaigns can be a massive cost to your company. You want to make sure you're getting as high an ROI as possible for every campaign you run.
It's critical to ensure a consistent brand voice, guidelines, and compliance across all marketing collateral.
ConfluxFiles gives you everything you need to streamline the content review process right in the Salesforce CRM.
Remove Uncertainty
- Incompatible workflows and unclear feedback create uncertainty, frustration, and inefficiency.
- 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
- The feedback spread across multiple tools and emails is impossible to follow and maintain.
- 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
- Sharing content via emails, sending reminders, and gathering feedback from different sources takes an enormous amount of time.
- Save hours weekly by automating manual tasks such as sharing content with stakeholders and following up on feedback.
Perform design reviews hassle-free
Visually annotate your assets
Use it with CRM you know and love
Get things done even on mobile
Works great for
Banners
Brochures
Product Catalogs
Presentations
Newsletters
Website Images
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
