File SYNC for Salesforce with CommercientFile SYNC for Microsoft Dynamics with Commercient
File SYNC and HubSpot explained:
File SYNC is a tool to help your sales team talk more strategically with prospects, to help turn leads into opportunities by having access to important files within HubSpot. File SYNC arms your sales team with every file they need to win the sale. Here are some examples of files that can be synced: quotes, estimates, orders, plans, architectural docs, cut sheets, PCB Gerber files, invoices, payments, receipts, shipping labels, BOLs (bills of lading), travelers, work orders, CAD Drawings, C of A, quality inspection documents, ISO documents, billing statements, images, photos, transcripts. In addition to this, a file can be linked to multiple objects. All file formats are supported (.pdf ,png .jpg .doc .docs .xls .xlsx .csv *.*). The fact is, with File SYNC, you can SYNC anything.
In today’s world, information is power. By making use of File SYNC, your salespeople can leverage your company’s information assets to provide answers fast to close deals quicker. Your team will be able to provide technical information, engineering information, transaction information, and historical information. Your customers demand technical answers and your company has the information available. With File SYNC, you empower your salespeople to deliver that information straight to the customer.
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“Commercient’s solution works as advertised, I buy a lot of software, I have a lot of projects, and I deal with a lot of vendors, and so far Commercient’s SYNC has responded on every aspect, there’s no issue I can think of where it hasn’t worked like I thought it would.”
– Gene Horlander