With Egnyte for Salesforce, your teams can securely access and share files and folders in Egnyte, directly from the Salesforce application on any desktop client, Web browser or mobile app. This integration increases collaboration and responsiveness, streamlines operations and facilitates more meaningful customer engagements.
Enable your teams to access and share files and folders directly from their Salesforce accounts. Egnyte for Salesforce gives you a single place to manage all of your customer documents and records, and keep them organized in customer-specific folders - all accessible from the Salesforce or Egnyte applications. It also eliminates the issues associated with having multiple versions of presentations, proposals and technical documents on different people’s hard drives.
With Egnyte for Salesforce, users can access Google Apps and Microsoft Office directly from their Salesforce accounts. They can initiate a non-disclosure agreement at the same time from Salesforce, thanks to our DocuSign integration, and get it electronically executed. This integration makes it easy for sales teams to boost secure collaboration, both internally and externally.
Give your sales teams the ability to access, edit and share customer files on the go with the Egnyte mobile application or in the office on their laptops. With Egnyte Desktop Sync, any changes made to selected files via Egnyte applications will be automatically synchronized back to your users’ hard drives, which is great for those customer conference rooms that don’t have Internet access. Finally, all Egnyte permissions are based on Salesforce permissions, so access is only granted to those that need it.