Getting colleagues and partners to review different file types via email is stressful and complicated.
The feedback spread across multiple tools and emails is impossible to follow and maintain.
Sharing content via emails, sending reminders, and gathering feedback from different sources takes an enormous amount of time.
ConfluxFiles makes it easy for teams to review and annotate Salesforce files without leaving the CRM.
Perform design reviews hassle-free
Visually annotate your assets
Use it with CRM you know and love
Get things done even on mobile
Gather feedback quickly and easily. Everyone involved can place comments and annotation directly on the images and documents.
Each piece of feedback turns into a task for the file owner.
Avoid unnecessary handoffs by marking up the file right in the tool
No more confusion of who said what and when. Threaded and time-stamped comments allow you to completely eliminate messy back and forth emails.
Receive instant notifications in Salesforce and via email when someone leaves a comment
ConfluxFiles is available in the Salesforce1 app, so you can review, comment and approve designs from any mobile device.
Streamline the workflow by using the tool as part of your approval process
Track and manage your workflow via Salesforce tasks
Collaborate with partners, customers, and other stakeholders in the communities