Building Materials Manufacturer Weaves Document Management Efficiency in Salesforce with XfilesPro

As a building materials manufacturer, document dealing was an inevitable part of our customer’s daily operations. However, seeing documents uncontrollably piling up in Salesforce was not welcome news for them. They decided to preserve the storage capacity of the CRM platform with the help of an advanced solution provider in the market. 

Along with this requirement, the manufacturer company also demanded some superior functionalities such as document migration, folder structure creation, folder-record syncing, etc that could level up their document management experience. 

Curious to know how XfilesPro accomplished each of these demands of the customer? Discover it from the success story!