Bring Client Relationships and Work Together with ShareFile Client Hub

Client work becomes harder when client information, people, resources and ongoing work are spread across different places. Teams spend valuable time searching for information, tracking down the right resources and rebuilding client context before they can move work forward.

Join us for a practical walkthrough of the Progress ShareFile Client Hub and discover how a client-centered approach can bring client relationships and work together.

Through a real-world client journey, we’ll demonstrate how teams can organize client information, coordinate service teams, connect relevant resources and projects, manage client work and support administrative needs from the client context.

See how Client Hub can help teams reduce time spent searching for information, improve visibility into client work and manage relationships more consistently as they grow.

Join us on November 19 to see the ShareFile Client Hub in action.

What Attendees Will Learn How To:

• Build a structured client foundation with client records, contacts, service teams and business-specific information.
• Connect client relationships to relevant files, folders, projects and supported tasks.
• Manage client information at scale using search, filters, bulk import and applicable templates.
• Use Client Hub to manage client experiences with greater visibility and control over applicable user actions, settings and access.