Check out Fileboard...you won't be disappointed!
December 18, 2014

Check out Fileboard...you won't be disappointed!

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Fileboard

Fileboard was used as our client engagement platform. We used it both in new client acquisition as well as account management to ensure our message was being received.

Pros

  • Excellent tracking of email and alert notifications
  • Great sales analytics that helped forecasting
  • The live demo function was extremely helpful
  • Tight integration into Salesforce

Cons

  • Easier to use Salesforce version vs. cloud
  • Still a few features being updated
  • Developing client references but has a decent base
  • Decreased sales time based on us know what content our prospects were/weren't looking
  • Increased opportunity pipeline
  • Improved our forecasting abilities.
Fileboard has tighter integration into Salesforce and is less expensive. ClearSlide has a few more bells and whistles that may or may not be needed for your environment.
Great sales tool especially because we didn't know we needed it... its helped us increase our performance which is ALWAYS important!

Fileboard is great for all sizes of sales organizations and very useful for those utilizing Salesforce. Their pricing is more affordable than competitors and their people are less pushy.

My advice would be to demo the product and see if it fits your needs before looking at the more established and expensive competitors.

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