Most businesses know how important the client experience is. In a recent study, 73% of people pointed to the client experience as an important factor in their purchase decision1.
But the client experience has become even more important. Why?
It's estimated that consumer spending will drop in 2023 in response to the strain of inflation2. To stay relevant during a time when spending may decrease, every client touch point matters.
At ShareFile, we saw an opportunity to expand our most popular plan, ShareFile Premium, to include even more client-based workflows. These new additions are designed to help businesses elevate client interactions and create workflow efficiencies despite market challenges.
In this article, we’ll reveal new and enhanced functionalities inside ShareFile Premium that support workflow efficiencies, seamless collaboration, and security.
Every business has routine processes that are often tedious and time consuming. The more these processes pile up, the less time your employees have to focus on strategic or advisory client services.
Now you can automate workflows within ShareFile.
Our new workflow builder allows you to automate processes internally, with existing clients, or with new clients.
This is a great solution for collecting signed NDAs, for example, and ensuring all signed documents are dropped into a specific folder.
With Automated Workflows, your businesses can:
How it works:
Onboarding new clients is an important but time consuming step for most businesses and their new clients. That’s why we created a built-in workflow you can deploy to automate agreements.
This digital process includes e-signature and auto-fill capabilities, meaning that clients can sign at their convenience and don’t have to fill in their information.
In addition to automating the client onboarding process, your organization can also:
How it works:
Every business wants to engage clients for multiple projects. ShareFile supports this kind of business growth by making it really easy for your team to organize and find project-specific activity.
Within ShareFile, create dedicated spaces for each project and house all project-related document requests, files, and comments within the space. Clients can also view these dedicated spaces, making it easy for them to complete pending actions.
Your organization can also:
How it works:
Requesting client documents usually involves a handful of tools to stay organized, constant client updates, and lots and lots of emails over an unsecure platform.
Imagine replacing this chaotic and time-consuming experience with a seamless digital process that protects sensitive files.
With ShareFile, you can use a streamlined document request process that offers stakeholders greater visibility and security. This functionality can be used to collect financial documents during a loan application, for example. Or, it can be used internally to collect a list of employee onboarding documents for HR.
With a digital document request process, your team can:
How it Works
For existing ShareFile Premium customers, you can begin using all of these exciting features today.
New to ShareFile? Try out these features free for 30 days when you sign up for a trial.