Dropbox!

Our CEO has been pushing to have more of our files available to our sales representatives via Dropbox.  He is hoping that in doing so, the sales representatives will be out in the field with their tablet and able to just pull up a copy of the catalog or price list while meeting with customers.  He also asked if it was possible to deliver the sales reports to them in this manner.

So, I remembered that when we were installing Vineyardsoft KnowledgeSync that we were told it could save files to a location for us as a result of an event.  So, I decided to test out whether that location could be a Dropbox folder.  Turns out it can!

You may remember that for my sales representatives reports I have all of the sales reps set up as separate subscribers with their reports staggered slightly to avoid mix ups.  So, in each of the subscribers, under their "copy" tab is the location of a Dropbox folder for their reports to go to. 

Put the location of the folder in these fields

These are confidential with each sales representative agency, so each agency has their own folder for these.  We have a different folder shared with them for marketing documents that are not confidential.

If you want to try this at your company, get a commercial account on Dropbox, and set up your folders how it makes sense for your application.  Make sure to do your testing before you start sharing the folders, because after they have been shared, those other people can start seeing the files.

On your event, in the "copy" tab make sure that you have the boxes checked for including files and reports on copy operations.

Make sure these two boxes are checked

Then in the "subscribers" tab, click on the check-box for "copy" for those people whose folder should get a copy of the file, or report being generated.

In this example, rep 7 is getting an email and a copy in their Dropbox folder, but I am just getting an email.

Saving files to directories like this is an excellent time to add dates to the file names.  If you have not seen my post on how to do so, check it out here!

So get out of the rut of just sending everyone emails as a result of your events and try to some of the other delivery options available via Vineyardsoft Knowledgesync!