20 Miles

Efficient Task Management: Several users have found the application to be great for alerting them about daily tasks and managing them efficiently. They appreciate the ability to never have to remember project dates and find it useful for tracking emails, collateral engagement, and client/prospect connections.

Intuitive Integration: Many users liked that Fileboard is very intuitive and integrated into Salesforce, making it easy to access and use. They specifically mentioned liking the Gmail plugin, which allows for easy tracking of Fileboard files. The integration with various platforms like Box, Dropbox, Huddle, and Salesforce also enables seamless file sharing and tracking.

Comprehensive Analytics: Users appreciated the ability of Fileboard to track email campaigns, presentations, conference calls, screen shares, and webinar activities. This comprehensive analytics feature helps them understand prospect intent better and make informed decisions. Additionally, they found the sales analytics provided by Fileboard helpful for forecasting.