Box + Salesforce

Where content management and client relationship management seal the deal

Box + Salesforce

Break down the barriers between content and sales

Content is a core part of your business — every application and process is driven by content. Box gives Salesforce users quicker, more flexible access to manage and update content from within Salesforce.

By centralising content on Box, businesses remove barriers between people and content to get real work done faster and more efficiently, speeding up deals and improving customer engagement.

Box + Salesforce highlights

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01Your digital briefcase

With unlimited access to cloud storage, sales teams can store and instantly access the most up-to-date documents and collateral — all within Salesforce.

02Close deals on the go

Access customer data and collaborate on proposals and contracts on the go, on any device so that you can spend more time with customers and less time closing deals.

03Reduce administrative burden

Eliminate back-and-forth email exchanges. Create a shared folder of proposals and contracts for prospects and be notified when it has been viewed, downloaded or edited.

04Accelerate the sales cycle

With Box, collaborators don't need a Salesforce licence, so you can share content freely with customers, partners and prospects. To help you close deals faster, leverage integrated apps that you already use, such as DocuSign.

"Thanks to the hierarchical folder structure, Box lets us manage our product catalogues in organised, easy-to-search libraries.­­­ Our entire North American sales team can access and share files with customers — without leaving Salesforce CRM."


Christopher High, Global CRM Administrator, Alere

Hear From Our Customers

Transform client management with Box + Salesforce