Admin

Admins are responsible for not only deciding the apps that the team uses, but creating related processes and reporting on those processes as well. Thus we often base on content on what an admin would find interesting.

Why Are Better Document-Sharing Platforms Needed While Collaborating With Clients?

In every organization, two variants of collaboration exist. One is internal, and the other is external. External file sharing is where document sharing platforms become important due to the plethora of features they provide. Here we discuss common issues & solutions for external file sharing.

Changing the Landscape: Integration-first SaaS Apps

Integration-first improves the customer experience immensely by establishing deep integrations through UI-injection, as users no longer need to leave their application and go to the integrated software's platform. Software like Cloud Files and Grammarly are successfully leveraging this technology.

The History & Rise Of Online B2B Marketplaces

Several players have occupied the B2B marketplaces. The world of API integration has also evolved. As of 2021, this is estimated to be $145.4Bn industry. The flourish due to higher order value and the simple adoption & setup. Businesses will need to embrace these newer trends to stay relevant.

Leveraging ebooks for an Effective Digital Marketing Strategy

E-books are gaining prominence as one of the best marketing strategies. Statistical findings conform to this reality. To make the most out of e-books as an effective content marketing strategy, one must take heed of some simple recommendations and be aware of common pitfalls.

Email attachments are outdated. Here’s why!

Email attachments are a pain. Identifying the correct file, wait for it to upload it on the email, and if you are on the receiving end, viruses can compromise email security. Sending links instead of attachments is now being considered among email security best practices.

10 most useful sales integrations for HubSpot users

HubSpot works in close collaboration with other SaaS products to achieve maximum efficiency. We have identified 4 key categories of features in which further optimization can lead to better processes. Document Management, Lead Generation & Prospect Management, Customer Engagement & Emailing.

What is the difference between ECM, DMS, DAM, CMS, & FMS?

Learn the difference between DAM (Digital Asset Management), DMS (Document Management System), CMS (Content Management System), FMS (File Management system), ECM (Enterprise Content Management) and so many more…

Document Workflow Management Framework

Document Workflow Management Framework is an alternate way of thinking about business document management in four stages of content creation, curation, sharing & archival. This focus on document lifecycle rather than file types makes file management easier and intuitive for businesses.

CloudFiles: An alternative to HubSpot Documents

While the HubSpot Documents tracking tool is a great addition to the CRM, it lacks certain basic features that make it unfit for advanced sales, marketing & service use-cases. CloudFiles on the other hand provides a plethora of features all within HubSpot that can make the job easy.