efolder expert series webinar — cinco ways to optimize file sync for security and profit

Anchor is MSP-centric

© 2016 eFolder, Inc. All Rights Reserved.1

Built for IT service providers, MSPs and VARsFully brandable

SaaS or Private Cloud Deployments

Neeraj PeriwalProduct Marketing Managernperiwal@efolder.net linkedin.com/in/neerajperiwal

Cinco Ways to Optimize File Sync for Security and Profit

© 2016 eFolder, Inc. All Rights Reserved.3

Agenda

• Expert Introduction• Client Needs• eFolder Anchor• Five Things Fast• Quick Roadmap Update• Questions and Discussion• Get back to work!

© 2015 eFolder, Inc. All Rights Reserved.4

Expert Introduction

© 2016 eFolder, Inc. All Rights Reserved.

Client Needs

5

“We need employees to access and work on files on the go.”“We want a custom-tailored file sync solution built just for us.”

“We need to be protected from threats, internal and external, to our data.”

“We need to control how files and folders are accessed and shared.”

“We need technology that promotes collaboration.”

eFolder Anchor

6 © 2016 eFolder, Inc. All Rights Reserved

Anchor is MSP-centric

© 2016 eFolder, Inc. All Rights Reserved.7

Built for IT service providers, MSPs and VARsFully brandable

SaaS or Private Cloud Deployments

© 2016 eFolder, Inc. All Rights Reserved.8

1. Deep branding

2. Selective Sync + LAN Sync

3. Create shares and manage Team Shares

4. Utilize Web Preview

5. Consider other under-utilized features

Five Things Fast

© 2016 eFolder, Inc. All Rights Reserved.9

Your client should see your logo when they log into Anchor.

Make sure you are using HTML email formatting

Every share reminds clients (and their associates!) the difference you are making with secure shares.

Good as far as it goes, but for maximum marketing and client impact:

1. Consider Your Branding Strategy

© 2016 eFolder, Inc. All Rights Reserved.10

1. Consider Your Branding Strategy

© 2016 eFolder, Inc. All Rights Reserved.11

Educate and train clients to go in locally and deselect large and infrequently used folders. How to Use Selective Sync

Educate clients on LAN Sync to utilize local resources. Managing LAN Sync

2. Use Selective Sync and LAN Sync

© 2016 eFolder, Inc. All Rights Reserved.12

Think it through:

Align shares with organizational objectives

3. Set up Sharing Rules and Team Shares

© 2016 eFolder, Inc. All Rights Reserved.13

Using the Web Preview Tool

Educate clients on the power of advanced Web Preview features:

1) Search (with wildcard *)2) Cursor tools (including copy and paste for pdf!)3) Use Web Preview in web portal and on mobile

4. Utilize Advanced Web Preview Features

© 2016 eFolder, Inc. All Rights Reserved.14

4. Utilize Advanced Web Preview Features

© 2016 eFolder, Inc. All Rights Reserved.15

• Backup When you discuss client needs:

• Mass Revision Rollback• Remote Wipe

5. Consider More Under-Utilized Features

© 2016 eFolder, Inc. All Rights Reserved.16

Real-time collaborative web editing?

eSignature workflows within Anchor?

Office 365 integration

What’s Next for Anchor?

What else?

Questions and Discussion

Neeraj PeriwalProduct Marketing Managernperiwal@efolder.net linkedin.com/in/neerajperiwal

Thank you! Now get back to work!