Collateral by Taptera (Enterprise)


4.7 ( 7507 ratings )
Économie et entreprise Productivité
Développeur Taptera
Libre

Collateral puts your Salesforce Content and Chatter Files on your iPad, keeps them up to date, and makes them accessible offline, so you can close deals faster and look good doing it. Available for existing Salesforce users.

INSTANT ON
You no longer have to go to the Salesforce website and sift through dozens, hundreds, or even thousands of documents to find the ones you need. Simply download the app, login to your Salesforce account, and your documents are there. Aesthetically organized, easily filterable, and ready to go!

ANYTIME ACCESS
Save important files to your iPad for offline use. You can use large files instantly, and when you don’t have internet access, you aren’t missing opportunities.

STAY UP-TO-DATE
Never miss out on important updates to your documents. Collateral automatically stays in-sync with files in Salesforce Content and Chatter Files. When updates for your offline content become available, they automatically replace themselves when you reconnect to the internet.

SHARING IS EASY
You can email sales collateral PDFs, Keynotes, PowerPoints, photos, and documents straight from the app.

TECHNICAL REQUIREMENTS
• iPad with iOS 5.0 or greater
• Salesforce CRM Content or Chatter license
• Salesforce.com SalesCloud Professional Edition or above with API enabled