Today a large percentage of companies rely on the Salesforce CRM to sell faster and support existing customers. Due to file size limits in Salesforce, sales and support reps often struggle to exchange large files with prospects, customers and partners. This leads many users to adopt unauthorized file sharing apps to try and solve the issue themselves. In today’s weekly tip we will show you how the Thru Add-In for Salesforce allows sales and support teams to easily share files of any size.
Share Large Files in Salesforce and Track All Activities
Using other apps outside of Salesforce to share large files not only isolates business information in other silos but also makes important customer/prospect activities hidden from Salesforce account records. With the Thru Add-In for Salesforce, you can send large files directly from Salesforce and all file activities are recorded and can be exported in Salesforce reports. Here is a short example of how it works:
Step 1: When the Thru Add-In for Salesforce is enabled, users can choose to send a “Thru Email” from Contacts, Opportunities, Accounts, Leads or Cases. A Secure Message window opens and allows users to compose a message and attach files of any size from their local desktop or from Thru storage. Other benefits of sending messages with Thru include: File expiration (links to files expire at a certain date), private messaging and the ability to use your company’s existing email templates.
Step 2: After messages have been sent to recipients with Thru, you can view the sent messages under Activity History. A powerful Thru Audit feature also allows you to view more details of any message you have sent via Thru.
Other Reasons to use the Thru Add-In for Salesforce:
- Reduce expensive storage upgrades
- All files are encrypted in transit and at rest
- Control access to content with custom access rights and privileges
- Send files that are stored in Salesforce, Thru or locally