Target Customers

introduction cloudfiles is ideal for hubspot teams that manage large volumes of documents and want to streamline document workflows directly inside hubspot it is especially valuable for businesses already using cloud storage platforms such as google drive, sharepoint, microsoft 365, onedrive, box, or aws s3 ideal customer profile cloudfiles is typically a strong fit for smb to mid market businesses teams using hubspot as their primary crm documents stored outside of hubspot businesses managing customer facing documents regularly teams looking to automate document workflows key buyer personas sales & revops teams need proposal tracking, contract generation, and document engagement visibility common use cases proposal generation deal datarooms contract workflows proposal tracking marketing teams need centralized and trackable content sharing common use cases marketing asset sharing partner enablement campaign collateral management hubspot admins need organized files and workflow automation inside hubspot common use cases file organization automated workflows record level file associations it & security teams need secure document management while keeping files in company owned cloud storage common use cases sharepoint integrations permission based sharing operations & support teams need secure collaboration and automated document workflows common use cases customer onboarding file collection secure document sharing process automation pain signals to look for a prospect is usually a strong cloudfiles candidate when they say things like “our files are scattered across multiple systems ” “we don’t know if customers opened our documents ” “our proposal and contract process is manual ” “we need secure file sharing from hubspot ” “we manually move files between hubspot and cloud storage ” industries where cloudfiles fits well industry how cloudfiles helps? financial services automates kyc collection, loan documents, investor reporting, and contract signing while keeping a secure audit trail for compliance healthcare & life sciences helps teams securely collect patient forms and manage hipaa compliant documents technology & it makes it easy to share product documentation, proposals, and onboarding materials with tracking and automated workflows directly inside hubspot legal & compliance simplifies nda and contract generation, secure client document collection, and maintaining organized, audit ready records real estate automatically organizes property documents, shares listing packs with engagement tracking, and streamlines agreement and approval workflows