Sync Box with Salesforce and Leave Your Competition In The Dust
Managing contracts, accounts, and general sales notes between many cloud apps requires a lot of work, but is absolutely necessary if you’re often in mobile-only situations.
By synchronizing Salesforce with Box, you’ll be able to see and edit your documents, accounts, reports, etc, from either platform any time you need it. The service also makes it easier to share this information through Box’s hyperlink feature.Salesforce doesn’t have a hyperlink feature, and therefore, this makes downloading and sending Salesforce a quick way to send inaccurate data to any teammate. This is especially useful if the people you work with don’t have access to Salesforce.
Don’t let limited access be an opportunity for competitors to move in. cloudHQ eliminates the need to log into both platforms. Our real-time synchronization delivers accurate, up-to-date information in both platforms.
3 Undeniable Sync Benefits
Updates are immediately available to colleagues.
Sign up for a trial of cloudHQ to sync Box with Salesforce and effortlessly manage important contacts or notes from both platforms, or contact a Cloud Expert to get tailored advice for your organization preferences.
Staying ahead of the competition is simple when you use cloudHQ.
By synchronizing Salesforce with Box, you’ll be able to see and edit your documents, accounts, reports, etc, from either platform any time you need it. The service also makes it easier to share this information through Box’s hyperlink feature.Salesforce doesn’t have a hyperlink feature, and therefore, this makes downloading and sending Salesforce a quick way to send inaccurate data to any teammate. This is especially useful if the people you work with don’t have access to Salesforce.
Don’t let limited access be an opportunity for competitors to move in. cloudHQ eliminates the need to log into both platforms. Our real-time synchronization delivers accurate, up-to-date information in both platforms.
3 Undeniable Sync Benefits
Updates are immediately available to colleagues.
- cloudHQ replicates and synchronizes Salesforce accounts, reports, leads, and documents in real-time, on a 2-way sync with your Box platform. This means that any information you upload via Box is automatically updated in your Salesforce platform, and vice versa from Salesforce to Box.
- Accounts, reports, documents, etc don’t have to be viewed through your Salesforce account. By using cloudHQ to sync Box with Salesforce, you can easily access this information from Box when Salesforce is not available.
- Tip: You can also sync Salesforce or Box with Evernote or OneNote for the ultimate experience in mobile access.
- View, add, or edit contact information from whatever service is most convenient. Whether Salesforce or Box is being used the field, cloudHQ makes viewing a contact or making changes stress-free and easy.
- Tip: You can easily set up archive folders in case whatever changes you’ve made isn’t accurate afterall, and you’d like the previous information to be restored.
Sign up for a trial of cloudHQ to sync Box with Salesforce and effortlessly manage important contacts or notes from both platforms, or contact a Cloud Expert to get tailored advice for your organization preferences.
Staying ahead of the competition is simple when you use cloudHQ.