Customer Success Story
Efficient Financial Document Management with Automated Organization, Integration, and Easy Access With XfilesPro
- Industry
Financial Services
- Storage
SharePoint
Overview
The private investment firm based in San Francisco focuses on businesses in real estate, technology, and energy. They use Salesforce to store important documents like grant proposals and reports but face issues with organizing and managing these files.
The process of moving files from Salesforce to SharePoint was slow and frustrating, leading to exhaustion for the team. Files were disorganized and hard to find, as there was no system for naming or categorizing them properly.
To know how XfilesPro helped them achieve automated file migration, and organization and made file retrieval faster download the case study now.
