Box and Salesforce, read together
Salesforce holds the pipeline: leads, accounts, opportunities and the activity logged against each. Box holds the files: folders per client or deal, versioned, with external sharing. The deal record in Salesforce says "proposal sent"; the proposal itself, and its three revisions, live in a Box folder named by whoever made it.
Liaison reads Salesforce and Box together, ties each deal to its documents, and answers questions from the documents themselves: what was proposed, what changed between versions, what the contract actually says.
Where Box and Salesforce disagree
- Deals in Salesforce at proposal or contract stage with no matching document in Box.
- Documents in Box for accounts that have no deal, or a deal that was closed months ago.
- Three versions of the same proposal with no record in Salesforce of which one the customer saw.
- Contract terms, renewal dates and pricing that live only in a PDF in Box.
- Folders named by person, deals named by company, and nothing linking the two.
Questions it answers across both
- “Which open deals have no proposal or contract in Box?”
- “What did we propose to this account, and what changed between the first and last version?”
- “Which contracts in Box renew in the next ninety days, and what does Salesforce say about each account?”
- “What are the payment terms in the signed contract for this customer?”
What Liaison does with Box and Salesforce
- Matches Box documents to Salesforce deals by account and lists the deals with nothing attached and the documents with no deal.
- Reads the contracts in Box and drafts the renewal dates, terms and amounts onto the Salesforce account for you to confirm.
- Answers questions about a deal from its documents, with the file and the page it came from.
- Writes the renewal calendar from the contracts and the pipeline together.
What it reads and does in each
Liaison across Box and Salesforce, set up with you, for $629 a month.
- Connects to Box and Salesforce with access you grant and reads them as one record; nothing is replaced or re-entered.
- Does the routine work in your voice; each kind of work is approved once.
- Answers across both: what Box says, what Salesforce says, and where they disagree.
On Professional we connect your tools, bring your data in and set up the first rules with you. Anything that moves money waits for your yes.
“Cut our month-end close from 4 days to 4 hours.” Marcus C., owner
$629 a month, or $500 a month on a 12-month term. Prefer to start on your own? Starter is $149 a month, self-serve, with a free trial first: 7 days, no card.
Questions
Does Liaison move or edit files in Box?
It reads them. Creating or changing a document waits for your yes, and it never deletes.
Will it write to Salesforce?
It drafts the fields it found in the documents, such as renewal date and contract value, and waits for your confirmation on the first batch.
Can it read scanned contracts?
Yes, where the scan is legible. It tells you when it could not read a page rather than guessing.
What does it cost?
Liaison starts at $149 a month. Professional is $629 a month and Team is $2,950 a month for up to five seats. Every plan works with the tools you connect.
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See it on your own business.
Thirty minutes with us, on your own tools. Bring the thing that eats your evenings and watch it get handled from your own inbox, calendar and books.
Professional is $629 a month and we set it up with you. Starter is $149 a month, self-serve, with the free trial first: 7 days, no card. Every plan is on the pricing page.