Common Use Cases

introduction cloudfiles supports a wide range of document centric business processes inside hubspot across marketing, sales, onboarding, customer success, finance and operations teams this article provides a high level overview of common cloudfiles use cases marketing & content distribution use cases marketing and cms teams use cloudfiles to distribute marketing collateral, track engagement and improve lead qualification directly inside hubspot common use cases include sharing brochures, presentations and marketing assets gated content sharing using email walls or hubspot forms tracking document engagement analytics lead segmentation based on document activity reporting on collateral consumption enabling teams to share centralised marketing content to know more, refer to article cms & marketing users quick start https //help cloudfiles io/hubspot/cms and marketing users quick start sales & customer facing teams use cases sales and customer facing teams use cloudfiles to manage customer documents, securely share files and track buyer engagement during deal cycles common use cases include managing deal folders directly inside hubspot records secure sharing and tracking prospect engagement on sales collateral sending personalised sharing links in emails and sequences creating customer facing document portals automating notifications when customers interact with documents to know more, refer to article sales & service users quick start https //help cloudfiles io/hubspot/sales and service users quick start