FAQ

What is Sharemethods?
ShareMethods provides a suite of apps that have been built from the ground up to support document management on-demand for marketing, sales, and external partners. The company’s product platform combines document management, collaboration, and CRM integration to easily manage the distribution of marketing materials to sales, and to send feedback from sales to marketing — all in an inexpensive, easy to use package.

What products does Sharemethods provide?
ShareMethods provides the following products: (1) ShareMethods, a sales and marketing document management and workflow platform, delivered as a standalone on-demand service; (2) ShareSpaces, collaboration portals for teams and business partners; (3) ShareNow for AppExchange, a sales and marketing document management and workflow platform, integrated with salesforce.com; (4) ShareOffice for AppExchange, a sales and marketing document creation and management service, integrated with salesforce.com. ShareOffice is an online office built upon open Internet standards; and (5) shareDrive OnDemand enables advanced features for desktop integration of documents on-demand including drag and drop, in-place editing, batch upload/download, offline synchronization, and local back-up to server.

Can I set up our own structure for company documents or do I have to use the structure that already exists?
ShareMethods comes with a configurable default structure to manage company documents and best practices. This structure is in place to help you get started quickly and easily, however you can easily tailor the structure based on how your organization goes to market. You can change the structure through an easy-to-use administrative interface where adding a new category or changing an existing category takes only a second or two.

Can I use ShareMethods with salesforce.com?
Yes, you can set up web integration links in Accounts and Opportunities in salesforce. com that will automatically display relevant documents. You will also need to tag your documents in ShareMethods with Account and Opportunity information. With the “Single Sign On” (SSO) feature you don’t have to log in to ShareMethods if you are coming directly from salesforce.com. You also can set up a custom tab that will take your users directly into ShareMethods. Users can also email documents directly to saleforce.com contacts from ShareMethods with automated tracking and logging as activity history.

Can I use ShareMethods with Oracle CRM On Demand?
Yes, you can set up web links in Accounts and Opportunities in Oracle that will automatically display relevant documents. You will also need to tag your documents in ShareMethods with Account and Opportunity information. With the “Single Sign On” (SSO) feature you don’t have to log in to ShareMethods if you are coming directly from Oracle CRM. You also can set up a custom web tab that will take your users directly into ShareMethods.

Can I control who sees which documents or control access to documents?
Yes, you can determine which groups of users will see a document or a group of documents. For example, if you want one of your sales partners to see only a specific set of documents, you can set up a group for the sales partner and let that group see only the set of documents you selected.

Can I brand the application with my corporate logo and messaging?
Yes, you can display your corporate logo in the banner area where it is visible
throughout the application, and you can place it in a prominent place on the home page. You can also place a message that is consistent with your corporate brand or that explains how the application fits within the organization. Colors throughout the application can be set to match your corporate color scheme. Different corporate branding images can also be attached to each primary tabs of the user interface.

How secure is ShareMethods?
ShareMethods has seven levels of security. The service is housed at a secure data center and is protected by a firewall — transmission from the service to your browser is encrypted with Secure Socket Layer (SSL). We protect your system by requiring authentication (which uses advanced session management), and your content is protected from other clients by isolated client workspaces. Also, within your system you have user rights management, roles, and permissions to further secure content. ShareMethods operates its on-demand services from a SAS 70 Type II Data Center, providing the highest possible levels of security, change management, and backups as well as audited controls and processes.

How do I purchase ShareMethods?
Select the “Free Trial” link on the left to request a trial. At any point in the 30-day trial you can convert the trial into a subscription. When you convert to a subscription, you provide contact information and how many user seats you would like to purchase, then enter your credit card information or arrange for an invoicing schedule (monthly, quarterly, or annually).

Does sharemethods include support?
ShareMethods pricing includes unlimited support. While this tool was designed to
maximize ease of use, if you need any assistance we are always here to help you set up and use your system. We will work with you to provide guidance on content upload, taxonomy setup, user and group management, system rollout, user adoption, etc.

What computer systems do I require to use sharemethods?
You do not need to download or install any software to use ShareMethods. All you need is a PC with high speed Internet access and a recent browser. We recommend that you use Microsoft Internet Explorer version 6.0 or higher or Firefox or Chrome.

What is ShareMethods privacy policy?
Privacy is a top priority at ShareMethods. Please click here to read our privacy policy.