20 Miles

Formerly Fileboard

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.

Difficult to assess promotions: Some users have found it very challenging to evaluate promotions with task management revenue, causing frustration and hindering their ability to make informed decisions.

Stability issues during calls: Several users have experienced stability issues during calls with prospective customers, leading to frustration and prompting them to seek out alternative solutions for their communication needs.

More complaints from team: A number of users have mentioned that they received more complaints from their team in just six months of using Fileboard compared to two years of using a competing product. This has raised concerns about the effectiveness and user-friendliness of Fileboard as a sales tool.

Users commonly recommend three things when it comes to the software. Firstly, they suggest utilizing the 14-day free trial period to try out the software before committing to a purchase. This allows users to get a hands-on experience with the software and determine if it meets their needs.

Secondly, users recommend taking advantage of training opportunities, particularly for administrators who will be responsible for report building. By receiving training on report building, administrators can fully utilize the software's capabilities and create more efficient and accurate reports.

Lastly, users highlight the importance of support and customer service. They recommend reaching out to the company's support team whenever assistance is needed. This ensures that any issues or questions can be resolved promptly, providing a better overall user experience.