Using MetaData for Sales / Marketing

Sales teams in the office or on the road can be more productive using FilesAnywhere MetaData to track leads, enter customer follow-ups, contract details, and other important information helpful in tracking and pursuing sales.  This can be useful for individual use, or to share the details on a team.

 

For example, three sales reps can use MetaData to track their own leads and enter sales info to documents in their own folders. A sales manager can access and contribute notes for all three reps.  Additionally, sales reps can keep a separate shared folder with standard marketing literature, and notes on each document, which can even be shared out to customer prospects via email links.

 

 

 

Commonly used MetaData Fields (examples)

Client Name                 [extensible multi-select listbox]

Sales Rep                     [workgroup user list]

Lead System ID           [unique integer field]

Decision Maker            [text field]

Gatekeeper                   [text field]

Best Phone Number   [text field]

Call Date                       [date/calendar field]

Promotion Offer           [radio buttons]

Callback Status           [dropdown list]

Contract Closed          [Yes/No]

Sales Notes                 [memo field]

Other Uses of MetaData

 

 

MetaData Instructions