Aside from the star players and stellar teamwork, the iconic status of a basketball team is largely built on the branding and marketing of the organization. A senior IT director for a professional basketball team from the Midwest needed a more efficient way for the marketing and creative departments to collaborate on their materials and merchandise for the season. The teams created shared spaces in Box for their various marketing projects, where the two departments could upload, edit, and revise their designs, graphics, and marketing collateral in a centralized location. The materials were then sent via shared links for review, which were easily accessible and approved though Box Preview, before being sent off for production or circulation.
Having this centralized, shared workspace in Box now allows the marketing and creative departments to drastically increase their productivity on these projects, while minimizing file duplication and outdated versions of designs - symptoms of the previous method of emailing attachments across the organization.
The head of IT at a financial services company is using metadata to store and organize investment opportunities within their account.
When this company receives investment opportunities from third party vendors, they use Box to easily distribute those opportunities to interested customers:
Metadata is fast and effective way for this company to find critical information and pass it along to their customers!
This is a use case I come across often!
A commercial real estate broker for a large real estate firm wanted a more efficient, secure way for interested buyers to review appropriate documentation and bid on properties. Their firm was growing so much it was hard to keep track of everything using email. So the broker's team created a virtual deal room folder with subfolders for each specific property:
As a result, the firm can now better assess the interest of potential buyers, reduce extra email communication, and speed up the overall bidding process.
Feel free to add your questions or share your example in the comments, or add a kudo if you liked it!
A Contract Administrator for a large manufacturer uses Box to communicate with suppliers on a daily basis and ensure that contracts are signed in a timely manner. Prior to using Box, the Contract Administrator was communicating with suppliers/ sending reminders via email. Using Box has allowed her to streamline all communications with suppliers.
Here’s how she does it:
Interacting directly with the supplier on the contract reduces the amount of emails it takes and the time required to approve and sign contracts, saving this administrator time.
Are you doing something similar with external suppliers and partners at your company? Share your example in the comments, or add a kudo if you liked this use case!
Make it easier to manage your business contracts by integrating your CRM system with Box!
For many consultancy firms, ensuring that the Business Development and Finance teams have access to all relevant commercial information can be a challenge. A Sales Analyst in a UK based boutique consultancy leveraged Box's APIs and Metadata templates to improve this process, by creating one centralised, secure location for all business contracts.
The organisation developed a custom integration to connect their Box instance with Microsoft Dynamics. This allowed the sales team to upload client contracts to Box directly from their CRM tool! Once uploaded, the salesperson inputs additional information such as expiry dates, using a predefined metadata template. The Finance team can then use these metadata templates to easily search for all contracts that expire on a specific date. This means that the Finance team needs to spend less time on finding content and more time on getting stuff done!
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