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ShareNow for AppExchange - Documents on Demand

For those looking to integrate their document management capabilities with salesforce.com, ShareNow is the answer. ShareNow gives you features such as document version control, approval and review workflows, full text search, and document analytics. Your sales people get access to a rich, scalable library of highly relevant sales and marketing documents – without ever leaving salesforce.com.
                                 

By getting the right material to the right sales people at the right time, revenue opportunities increase, the productivity of the sales team increases, and the probability of closing sales increases. The user will experience a fully integrated interface – also called a "mashup" or a "composite application." There are a variety of ways ShareNow can be used with salesforce.com:



Custom Tabs: A complete view of your documents is available from a custom tab. Salespeople are taken to a ShareNow "Document Center" that is displayed from within salesforce.com. This page displays categories and sub categories of documents stored in ShareNow allowing a user to drill down into categories or to perform full text searches to find a specific sales or marketing document. Additional custom tabs can be set up to view other areas of ShareNow such as document approvals, forms to email multiple documents to clients, prospects, partners, or internal teams. The screen shots below show a custom tab "Partner Documents" for browsing the document library and viewing files in different layouts:










Custom Links: Using ShareNow, salesforce.com users can seamlessly access sales, marketing, and support materials relevant to a specific Account, Opportunity, or any other object. This can be achieved by setting up "Custom Links" in salesforce.com that perform searches for documents matching key Accounts or Opportunities, or a specific keyword. The user will be presented with a list of sales and marketing materials that are directly related to the Account or Opportunity. Users can also attach documents to an Account or an Opportunity (or both). A sample screen view is shown below of an accounts page:





Salesforce.com Contacts: ShareNow users also have access to their contacts stored in salesforce.com so they can email documents from ShareNow directly to their prospect and customer contacts. All emails to contacts are automatically logged in the contactís activity history with links to the version of the documents attached in the email.

See our Product Overview page for more details about the document management capabilities that come with ShareNow.

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