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Salesforce Libraries Overview (May 2012)
 

Salesforce Libraries Overview (May 2012)

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  • Make your reps more productive and effective by putting the right presentations and documents right at their fingertips. <br /> Hunting through mazes of folders and digging through e-mail to find your company’s best collateral and presentations are now distant memories. <br /> The best web 2.0 features like tagging, search, subscriptions and popularity rankings make finding content a snap. <br /> View and assemble presentations entirely in the cloud without ever having to download documents to your desktop. <br /> Send documents online to customer and prospects and track when your presentations are viewed. <br />
  • Make your reps more productive and effective by putting the right presentations and documents right at their fingertips. <br /> Hunting through mazes of folders and digging through e-mail to find your company’s best collateral and presentations are now distant memories. <br /> The best web 2.0 features like tagging, search, subscriptions and popularity rankings make finding content a snap. <br /> View and assemble presentations entirely in the cloud without ever having to download documents to your desktop. <br /> Send documents online to customer and prospects and track when your presentations are viewed. <br />
  • Make your reps more productive and effective by putting the right presentations and documents right at their fingertips. <br /> Hunting through mazes of folders and digging through e-mail to find your company’s best collateral and presentations are now distant memories. <br /> The best web 2.0 features like tagging, search, subscriptions and popularity rankings make finding content a snap. <br /> View and assemble presentations entirely in the cloud without ever having to download documents to your desktop. <br /> Send documents online to customer and prospects and track when your presentations are viewed. <br />

Salesforce Libraries Overview (May 2012) Salesforce Libraries Overview (May 2012) Presentation Transcript

  • Enterprise Content Management Libraries Chris Cranis Sr. Account Executive 415.830.4129
  • Enterprise Content and Collaboration Tools of Yesterday Windows Explorer Shared Drives
  • The Consumer Web Has Shown a Better Way Search with Keywords Preview Before Download Tag Content Filter Search Results Rate and Review Create Custom Alerts
  • Libraries Salesforce Libraries Includes: •Secure, web-based interface (access anywhere) •Public and private workspaces for storing content •Commentary, ratings, subscriptions •Version control •Delivery and tracking •Full indexed search, online previews •Presentation and assembly
  • Store and manage all enterprise content in a central repository Libraries Find Relevant Content Faster • Share Any Content Instantly • Find The Best Content Every Time • Always Stay Up To Date • Collaborate with peers on content • Track and report on deliveries
  • Libraries Screen Tour
  • Library Dashboard
  • Workspace Security (Locked down by profile or role)
  • Library Workspaces
  • Who are the active content contributors?
  • Indexed Content Search
  • Content Search Filters (by File type)
  • Filter by Internal vs. External approved content
  • Select a file to view more information
  • Content View
  • Content View Content Properties: -Tags associated - Author of content - Version # - Featured Content Status - Size of file - Content Workspace
  • Content View Content Preview Pane
  • Content View Content Commentary – Open dialog surrounding the content or context
  • Content View Version Control and comments around what has changed within each version
  • Content View List of which users have downloaded this particular piece of content
  • Content View List of which users are subscribed to this piece of content. Any changes to the document and the end user will receive an autoalert email of the change
  • Content View Use Delivery feature to send content to customers from salesforce.com
  • Click on Deliver Content > Deliver this content
  • Delivery Page Options Options: -Name Content - Delivery Method(s) - Settings and Content Access Control - Relate Content to SF Object
  • Delivery Page Options Salesforce creates a private & secure web site to send to a customer or prospect for content delivery
  • Content Page Preview URL can be shared via email or turned into a custom short-link via URL Shortner Content is available to view through a browser or can be downloaded to the desktop in whichever form was selected as an option
  • Content Packs – Selecting/Sending Multiple Documents
  • Drag and Drop Selected Pieces of Content to the Pack
  • Publish New Content Pack to Workspace
  • Review/Deliver Content Pack to Customer/Prospect Content Pack preview allows you to navigate through all content in a single view
  • Content Analytics and Dashboards
  • Libraries Simple.