How To Collaborate between Box and Salesforce In A Snap
Salesforce is an exceptional CRM for improving customer service, managing inbound/outbound leads, and forecasting sales objectives; however, sharing information with others isn’t easy if colleagues don’t have direct access to your Salesforce account.
What if there was a simple way to share information between these two platforms that result in improved collaboration? While Box offers an integrated solution, it leaves a lot to be desired. It doubles the risk of being stuck with no information if one of the services goes down (albeit temporarily), it doesn’t protect you from malicious attacks or accidental file deletions, and doesn’t improve collaboration with anyone who uses different platforms.
4 Top Benefits of a cloudHQ Sync
cloudHQ is a sync service that is used to integrate different cloud platforms through real-time synchronization and replication. By using cloudHQ, you will be able to better collaborate between Box and Salesforce, and integrate your company’s information across multiple platforms which protects you from any accidental or malicious file deletions. Here are the top four benefits you can expect with cloudHQ:
1. Improved Accessibility in Case of Service Disruptions.
If you need to view a document, account, or report, but are unable to because either Box or Salesforce has a temporary service disruption, you are no longer left helpless. A cloudHQ sync replicates and synchronizes your information in real-time between Box and Salesforce, which means that if one service goes down, the other service will still allow you to access exactly what you need immediately.
2. Increased Company Protection & Monitoring.
cloudHQ continuously replicates and synchronizes information between Box and Salesforce in real-time, but also keeps archive folders of your Salesforce information in Box. This ensures that a dependable backup is always available in case of any malicious or accidental deletions, and you can also compare your Salesforce reports from different times throughout the day to monitor your company’s CRM progress.
3. Effortless Collaboration.
Sharing files or documents via email is no longer an effective way to collaborate with others because information changes so quickly, and email is a deathly stagnant medium. Because cloud platforms, such as Salesforce, have unique file formats that are not easy to view in other applications, cloudHQ solves this dilemma by mapping four (4) organized folders for you in your Box account:
- Salesforce opportunities
- Salesforce accounts
- Salesforce reports
- Salesforce personal library
4. Superior Data Accuracy.
cloudHQ eliminates the headache of tracking down the right file version by continuously updating the information between cloud platforms. By using cloudHQ, you can log into your Box account, and instantly view the most recent Salesforce information.