Recap of Gartner Portals, Content & Collaboration Summit

Citrix GartnerSocial. Mobility. Context awareness. Nontraditional content. User experience. Consumerization. All of these were hot topics at the Gartner Portals, Content & Collaboration Summit in San Diego last week.

After scoring the highest rating given in Gartner’s MarketScope for Enterprise File Synchronization and Sharing*, it was fitting for Citrix ShareFile to exhibit its solution to business and IT leaders at the event.

In the MarketScope review, Citrix ShareFile’s strengths included integrations with Citrix Receiver, Citrix XenDesktop, Citrix XenMobile and Citrix Podio, as well as the multi-product aspect of our portfolio including sync tools, mobile apps and more. We saw the effect these integrations can have in action at the summit, as attendees at the event were especially interested in how the ShareFile product works within their current Citrix environment.

ShareFile and Build Your Firm: Partnering to Empower Accountants

Citrix ShareFile is partnering with Build Your Firm to offer free education and CPE credits to ShareFile clients. Build Your Firm (BYF), a leading practice development firm for CPAs, specializes in helping accounting firms improve marketing, practice management and website effectiveness. BYF is owned and operated by CPAs, and the best practices they share helped build their own multi-million dollar practice.

ShareFile has been selected as the exclusive secure file-sharing partner of BYF. As part of the partnership, ShareFile customers will be eligible to participate in BYF educational webinars throughout 2013. These webinars will feature best practices for generating higher profit margins, improving office efficiency and maintaining a balanced lifestyle. As part of the arrangement, these webinars are not only completely free for ShareFile clients — they count towards CPE credits as well.

Step 1: Tell friends about ShareFile. Step 2: Earn rewards.

Refer a FriendCitrix ShareFile customers now have an easy way to tell their clients, friends and associates about ShareFile and earn rewards for it. Today marks the launch of Refer-a-Friend, a new way for ShareFile customers to receive thanks for spreading the word about ShareFile.

ShareFile strives to provide superior products and world-class customer service to our business clients. With Refer-a-Friend, happy ShareFile customers can confidently recommend ShareFile to anyone with just a few clicks and earn great rewards in the process.

Refer-a-Friend gives ShareFile customers the ability to create unique, traceable links that can be

Smile: Turn your webcam on!

Adam Wyrick, ShareFile SalesThe ShareFile sales team ran a test with GoToMeeting’s HD Faces. Many of our sales representatives received HD webcams and changed one thing during their product demos—they showed their faces!

Most of the sales reps are inside reps and wanted to humanize themselves. We thought that adding a face to our text and voices would be a huge benefit to the way we interact with clients.

Connecting Clients with Data: ShareFile and PharPoint Research, Inc.

Prior to using ShareFile, staff at PharPoint Research, Inc. had struggled to maintain an internal document management system and found that the costs of using a self-managed system outweighed the benefits. The company collects and analyzes results from medical research on behalf of its clients, so transferring large amounts of data was a key concern. Moreover, they needed a user-friendly process to make it easy for clients to get information. The internal system was difficult for users to navigate, required significant time for employees to manage and occasionally caused problems as a result of technical errors or the need to accommodate increased use.

How ShareFile for financial services balances security with ease of use

ShareFile has become a globally-known file-transfer solution and its emphasis on security has made it a best-in-class solution for clients in the financial industry.

Security is of the utmost importance for clients in this industry. Every day advisors handle sensitive information such as Social Security numbers, quarterly performance reports, investment account numbers, billing statements and other personally identifiable information (PII). Most financial advisors are aware that this sort of information should never be sent via email, but it’s hard to find a solution that is both secure and easy to use. Advisors are often left playing a balancing act between security and simplicity, which leaves clients frustrated when the software is too cumbersome to use. In an industry where client relations is key, advisors need a service that they can be confident will fulfill security requirements without causing angst.

ShareFile Celebrates Telework Week

With Citrix being a sponsor of Telework Week, taking place this week March 4-8, we took the opportunity to sit down with Jesse Lipson, ShareFile Founder and VP and GM of Data Sharing at Citrix, to discuss his view on teleworking and the ever evolving work space.

As someone who has two start-ups under his belt and is leading a business at Citrix, how do you feel about the adoption of teleworking?

I feel like enabling teleworking in your business is very practical when trying to attract top talent to your company. Teleworking does not just encompass working from home, but also includes working away from the main hub, in satellite offices. Whether an employee is working from the main office, satellite offices or from home, I don’t want location to ever hinder me from bringing on a great employee. This is one of the reasons why Citrix has offices all over the world, to bring talent in from all over the world.

Fall in Love with Folders

FoldersDo you collaborate on projects often with colleagues and clients? Are you constantly emailing files back and forth to give and receive feedback on important documents? If so, you can save loads of time and create an easier workflow for you and the people you work with by utilizing folders within ShareFile. You will fall in love with folders in no time after learning about these four ShareFile folder features!

Distribution Groups
If you have a certain group of people you work with on a particular project, you can create a distribution group to organize a group of users. Instead of adding several users to a folder or as recipients on an outgoing send or request email, a distribution group can be created to represent several users at once. Folder permissions to a distribution group will apply to every member. If for any reason you need to remove a member from a distribution group, they will lose folder access permissions given to that group.