File SYNC and Microsoft Dynamics CRM 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 Microsoft Dynamics CRM. 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 standard upload file size for documents is 5MB and if your file is bigger, configuration will need to take place in Microsoft Dynamics CRM. 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.

For the spec sheet, click here.