Fileboard – Sleeker Sales Pitches

For salespeople, there is nothing more important than designing the perfect pitch. Fileboard is a tool that professionals in the sales and marketing industries can use to design smarter presentations based on real-time feedback from clients and peers.

Register for a Fileboard account and email the slide deck you’re currently working on to share@fileboard.com. Fileboard will send you a special link, which you can then share with clients or colleagues. Clients who click on your Fileboard link will be able to view your sales presentation just as they always would. What they may not realize, however, is that you’ll be able to track their interactions with your presentation from behind the scenes. With Fileboard, you can see open rates and how long the client spent on each slide. Even better, the application notifies you immediately when a client has finished viewing your presentation, signaling that it’s the perfect time for you to place a follow up call or email in an effort to close the deal.

In addition to helping people craft better sales presentations, Fileboard also functions as a CRM application. Busy salespeople can use the platform to log their calls, track sent files, and keep logs with details about individual client interactions. Fileboard also offers an iPad app, which professionals can use to show their presentations to clients and colleagues when they’re outside the office.

Practical Uses:

• Find out when a client has viewed your sales presentation
• Get data on which slides your client spent the most time viewing
• Keep a record of all client communication in your CRM system
• Send product documentation information to customers

Insider Tips:

• Fileboard offers a conference calling service for local and international clients
• Dropbox users can integrate their accounts with Fileboard
• Use the iPad app to pull up presentations on your mobile device
• Fileboard’s screen sharing tools work on Windows and Mac OSX

What we liked:

• Salespeople can gain insight into how clients are interacting with their presentations
• Fileboard integrates with a number of popular business apps
• People can get instant notifications when their slides have been viewed
• Remote workers can participate in live presentations without being physically present

What we didn’t like:

• People who use custom fonts in their PowerPoint presentations may not want to take the extra step of having to embed those fonts in their presentations before uploading them to Fileboard

Alternatives:

• ClearSide – http://www.clearslide.com

Company Info:

• Launched: December 2011
• Privately Held
• Headquarters: Mountain View, California
• Founded by: Khuram Hussein and Waseem Sadiq
• Web site: http://www.fileboard.com

Costs:

• Free
• Pro/Team plan is $32 per month
• Enterprise plan with custom pricing