Box Integration › Cloud Storage

Store your files in the Cloud, and your team can share them much more easily here on Earth. Collaborative file sharing means more productive sales activities for your sales force.

Box.com is a free service that allows you to store files in the Cloud so you can easily share them with others and access them conveniently from anywhere. With the Box for Pipeliner app, you can collaborate with your sales team on documents and use them to improve your team’s sales effectiveness.

• Document sales best practices to drive sales team actions.
• Share and collaborate on documents.
• Attach files to leads, opportunities, contacts, and accounts in Pipeliner CRM.
• Add your sales best practices to any stage in the sales processSales Process Sales Process is a series of strategic steps or a set of activities aimed at driving sales growth through the alignment of personnel, market insight, methodologies, relevant business units, and technology. — make it easy for your team to the right thing!

With a Box.com accountAccount Account refers to a record of primary and background information about an individual or corporate customer, including contact data, preferred services, and transactions with your company. and your Pipeliner CRM account, using the app is easy! Work both online and off using the Box App for Mac, Windows PC, and tablet devices.

Pipeliner CRM’s Box App is FREE of charge with your Pipeliner CRM account. Here’s how to get set up!