Box Integration in ConvergeHub CRM

Box brings best File Sharing with management in ConvergeHub CRM

Posted by Patricia Jones

Box brings best File Sharing with management in ConvergeHub CRM. It is a document management service for businesses & entrepreneurs around the globe.

It has become synonymous with cloud storage and file sharing and is used by 180,000 businesses and 20 million customers to store documents, photos and videos, etc.

Over the last couple of months, we have got constant requests from ConvergeHub users for ConvergeHub and Box integration.

Well…the wait is FINALLY over!

We are very happy to bring you

ConvergeHub and Box integration, that lets you access and manage Box files from within the ConvergeHub CRM.

How does that sound??

This integration opens up options beyond file storage and file sharing, such as document editing and file collaboration. It breaks barriers between content and sales.

Think yourself:

 

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Documents are a core part of your business. Every activity, process and department is driven by it.

By integrating Box within your ConvergeHub account, you bring client relationship management and file sharing & file management under ONE Roof.

This results into a compelling scenario where your team can collaborate on presentations, contracts and proposals, share large files, share documents online with customers on the go, process work faster and be more efficient.

Isn’t it??

ConvergeHub & Box Integration Allows You To:

  • Access all of your Box files and documents from online CRM itself.
  • Quickly attach any and all Box files and documents to contacts, sales leads, projects, support cases, and more in it.
  • Keep relevant documents associated with customer records, sales, marketing, support and billing in a centralized ConvergeHub repository
  • Edit and revise all of your Box documents from within customer management system and get the same reflected in Box too.
  • Keep your sales, marketing and support teams on the same page in relation to which Box contents have been shared with which customer and which contents have been previewed, edited or downloaded.
  • Attach Box files while mailing to leads, customers and partners etc from within ConvergeHub.
  • Keep it simple, secure file sharing and collaboration from anywhere.

Benefits of ConvergeHub CRM and Box Integration

1. Have a digital briefcase

Post the integration, every folder and document that is stored in your Box account appears in ConvergeHub Library. That means reduced administrative burden as you do not have to constantly hop back-and-forth between CRM and Box.

You can access all important product information, marketing assets and sales presentations directly from within ConvergeHub, without switching between multiple screens.

Time Saving!!

Most relevant contents are at your fingertips and you can increase your work efficiency by having the latest version of all collaterals readily available.

2. Edit Box documents within ConvergeHub

This integration is not just about displaying Box files but also being able to edit them from within ConvergeHub.

So whether it is a word document, spreadsheet or presentation – you can edit it directly in ConvergeHub CRM, without having to separately log into Box.

If you edit verbiage of a Box file in ConvergeHub, the change will take effect in Box too.

This smooth content transition will ensure that all your files always remain up to date, whether you view them in ConvergeHub or Box.

3. Close deals on the go

With ConvergeHub and Box together, you can access customer data and collaborate on proposals and contracts on the go, on any internet- enabled device.

Relevant content – such as sales collateral, invoices, contracts, and purchase orders are accessible and shareable within the CRM application.

So you can share content freely with your team, customers, partners and prospects from within your CRM Software and also keep a track when proposals and contracts have been viewed, downloaded or edited.

You will be empowered to customer service & engagement and accelerate your sales process smoothly.

Next Step

Impressed by the benefits??

So wait no further. Integrate your Box account with ConvergeHub CRM and bring organization-wide collaterals and customer records in one platform to SEAL the DEAL faster.

This will remove bottlenecks in sales as you do not have to waste time searching for the right attachments among the hundreds of files you have.

Box for ConvergeHub gives sales a quick and easy solution for managing and sharing their files from within web based CRM.

How To: Integrating and Using Box within the ConvergeHub CRM

Integrating Box with Converged CRM is an easy and straightforward process. All it will take is a couple of minutes.

>>> Click on “Admin Settings” to go to ConvergeHub App Store.

Click on “Admin Settings” to go to ConvergeHub App Store.

>>> Click on “App Store” option under “App Setup” section in the left panel.

Click on “Admin Settings” to go to ConvergeHub App Store.

>>> Read details about Box app in ConvergeHub App Store.

Boxapp in ConvergeHub App Store

>>> Go to ConvergeHub Library under Collaboration module.

Go to ConvergeHub Library under Collaboration module

>>> Click on ”Connect to Box” option in ConvergeHub Library. Provide your Box account login credentials in the pop up and click on ”Authorize”.

Connect to Box option in ConvergeHub Library

>>> Click on ”Grant Access to Box” that will connect Box account with ConvergeHub.

Click on ''Grant Access to Box'' that will connect Box account with ConvergeHub

Once your Box account is connected with ConvergeHub, find the Box folder inside ConvergeHub library.

Box account is connected with ConvergeHub Click on Box folder to view all the files stored in it.

Box folder to view all the files stored in itClick on ‘File Options’ dropdown to download, delete or move/copy the file from one folder to another. Please note the actions taken here will reflect in your Box account too.

File Options dropdown to download, delete or move/copy the file from one folder to another.

>>> Attach any and all Box files and documents to contacts, sales leads, projects, support cases, and more in ConvergeHub.

Box files and documents to contacts, sales leads, projects, support cases, and more in ConvergeHub>>> The attached files will appear in the sub panel in the details page.

The attached BOX files will appear in the sub panel in the details page

Conclusion

We are pleased that we have been able to integrate with Box – the most preferred choice for online storage and file sharing.

Hope you find this integration useful for your document management. We would love to hear your feedback.

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Thank You!

P.S. Twitter is a great place to reach us.

https://twitter.com/convergehub

Looking forward to see you there also.

 

Patricia Jones

Patricia is a full time CRM consultant at ConvergeHub and part-time blogger. She has earned herself quite a fame as a specialist and market expert in CRM software. In the last five year she has worked with various companies as CRM consultant to help them move their businesses to cloud. Her expertise lies in offering cloud CRM consultation, CRM customization and integration solutions to small enterprises. For last one she is engaged in building ConvergeHub, cloud-based CRM solution for SMBs, as a consultant.Follow her at Twitter: @convergehub

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