PaperClipPlus filesets in sales and marketing

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If you sell products, you know how hard it is to get the right product information to the right customer. See how PaperClipPlus makes it easy to share a customized product portfolio using 'filesets'

If you sell products, you know how hard it is to get the right product information to the right customer. See how PaperClipPlus makes it easy to share a customized product portfolio using 'filesets'

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  • 1. Using PaperClipPlus™ TagSets for Sales & Marketing
  • 2. PaperClipPlus™• PaperClipPlus.com is software-as-a-service (SaaS) – a server in the ‘Cloud’ that stores your files. – PaperClipPlus™ makes your files available to you on any device that supports a Web browser – You can share your files with just who you want – and you’ll be able to see if they got them – PaperClipPlus™ is for any kind of file – invoices, binaries, presentations, and multimedia
  • 3. PaperClipPlus™ Basics• If you have just received a link to a PaperClipPlus™ file and don’t know what to do, read – “I’ve received an e-mail about files at PaperClipPlus”• New users of PaperClipPlus.com should start with – “Getting Started with PaperClipPlus” under “Support” Tab• To learn how to keep your files organized, read – “Managing My Files in PaperClipPlus” under “Support” Tab• For more help with PaperClipPlus™ TagSets, check out – “PaperClipPlus TagSets” under “Support” Tab• See how to precisely control access to your files in – “Using Authorization Strings with PaperClipPlus” under “Support” Tab
  • 4. Sales and Marketing inPaperClipPlus™When you have of things to sell , you need to organize it. You can organize it by model, by price, by location, by size, or many other criteria. CustomersMany file sharing solutions provide the ability to put your file in ‘folders.’ That Acme Doe works well as long as there’s only one way of looking at the files. You make a Large Red Large Blue Widgets Widget Widget under $10 folder for a customer, and put the files you think they want in it.But what if you update inventory? Or the customer changes their needs. Folders will only get in your way. You needPaperClipPlus™ TagSets
  • 5. This TagSet flags all inventoryTagged with Mercedes-Benz. Next…
  • 6. We can further make a TagSet withinA TagSet. So lets click on the New TagSetMercedes row. Next…
  • 7. We have the New TagSet named Mercedes and now wewant to create a TagSet named under $13,000 inside ofthe New TagSet Mercedes. Next…
  • 8. Click on New TagSet. Next…
  • 9. Enter TagSet named Under $13,000.Click Create. Next…
  • 10. Now we have a New Tag Under $13000 withTags = Mercedes Benz, Under $13,000. Next…
  • 11. Notice there’s no data within this TagSet. This is because thereare no files Tagged with Mercedes & Under $13,000, they’re are justTagged with Mercedes. So let’s share how to update a file. Next…
  • 12. So let’s return to the New TagSet Mercedes.We can do this by returning to Home or bySimply clicking the GoBack icon. Next…
  • 13. We’re back at the New TagSet Mercedes view.Notice the New TagSet Under $13,000 is aSubset of the New TagSet Mercedes view. Next…
  • 14. Let’s share how to update a file by addingan Under $13000 Tag to a file. So let’s select a file-we’ll choose this Mercedes. RightClick on the row. Next…
  • 15. An Options Window pops up showing optionsTo see Details, View, Download and History. Click Details. Next…
  • 16. Now we have a detailed viewof this file. We can view History,View file, Download file, Deleteand Update file. Next…
  • 17. Now let’s add the Tag“Under $13000.” Next…
  • 18. We’ve added the Tag “Under$13000.” Now Click Updatebutton. Next…
  • 19. Once file is Updated, you’ll receive confirmation details.So lets look at the New TagSet Under 13000. Let’sClick on New TagSet Under $13000. Next…
  • 20. Now we see a view of our Under $13000 TagSetwhich includes Mercedes and Under $13000 as Tags.Next… So let’s update the remaining files of Mercedes Under $13000. Next…
  • 21. Here we see that We’ve updated filesNow let’s click look at the New TagSet MercedesNext…
  • 22. We’re at the New TagSet Mercedes. Now Click on the New TagSet Under $13000. Next…
  • 23. Here’s the View of our Under $13000 TagSetWhich is a subset of the Mercedes TagSet  Next…
  • 24. Now let’s Share this TagSet with a prospectiveClient who desires a listing of our MercedesInventory’ less than $13000. Next…
  • 25. You have 3 options to share info. I likeOption 3. So let’s copy and paste, thenEmail to our client 
  • 26. This concludes our walkthrough ofUsing PaperClipPlus™ TagSets for Sales & Marketing Please do not hesitate to contact us at Support@PaperClipPlus.com if you have Any questions. Enjoy 