How to Unleash Patient Data Benefits with Document Automation in Salesforce?
Keeping patients satisfied is the success mantra of the healthcare industry. Your patients must feel cared for, respected, and well-informed so that you can drive success and deliver exceptional service for them. Similarly, we can’t ignore the importance of efficiently handling the patient data, which is the soul. As you know, healthcare is one of […]
Why You Need to Meet Team XfilesPro, the Platinum Sponsor at Salesforce World Tour Sydney 2024?
The buzz is in the air. Salesforce World Tour Sydney will come to life in a few days. The year-long wait for the Trailblazer gathering at the Down-Under hub is finally reaching its end. This year, Salesforce is bringing the full power of Data + AI + CRM + Trust to innovation seekers at the […]
From Sydney with Love: XfilesPro’s Journey At Salesforce World Tour 2023 Revisited
It was an experience like no other. It was a day to remember, a day to savor, and a day that showed us the future. We’re cherishing the moments of Salesforce World Tour Sydney 2023. It feels like just yesterday we returned from the Southern Hemisphere with our hearts filled with inspiration, innovation, and immense joy, […]
Why Folder Structure is Important for Documents in Salesforce?
Did you ever feel that your Salesforce is like a messy cabinet with documents scattered all over? Fret no more, you can think about the possibilities of creating folder structures for your Salesforce documents. Having a well-organized folder structure can reduce clutter caused by unorganized documents within Salesforce. And, most importantly, folder structures are an […]
How to Choose a Document Management System for Salesforce? 5 Factors CTOs Need to Consider
A well-versed Chief Technology Officer (CTO) is knowledgeable in road mapping development and overseeing the current technology to align it with their business. No surprise, CTOs who leverage cloud platforms like Salesforce prioritize investing in an advanced document management system (DMS) for their sales or any other internal teams to enhance operational efficiencies, and save […]
How to Maximize Sales Revenue with Digital Document Management?
In an era where AI is becoming ubiquitous, talking about the significance of digital document management might sound bizarre to you. But let us hold you there! There are many business owners who still feel their business is too small to manage documents digitally or that having a document management system is not applicable to […]
How To Accelerate Deal Closure In Sales With A Salesforce Document Generator? 5 Tips
Is there any instance where you delayed sending the quote to a lead and lost an opportunity? If your answer is ‘yes,’ it’s high time you need to adopt document automation for your sales process. Fortunately, technology has evolved from the monotonous old-school ‘copy and paste’ process with the emergence of document generation tools for […]
10 Ways XfilesPro Empowers Salesforce Users to Better Manage Documents within the CRM
10 years…And it just went in the blink of an eye. From being launched in 2012 as a free app supporting AWS S3 to being the most trusted, installed, and fully-fledged document management system for Salesforce today, XfilesPro made strides like nobody ever. Harish Kumar, CEO and Co-founder of CEPTES adds, “Beyond a file management […]
A Decade of XfilesPro: Pioneering Document Management in Salesforce for 10 Remarkable Years!
Phew…Just like that, our first baby turns ten! Who knew that time could fly this fast? It seems like just yesterday we introduced our most intelligent and adorable kid to the Salesforce world. Today, he has grown to be the one-stop solution for Salesforce users around the globe for their document management needs. If you’re […]
CEPTES Wins APAC Partner of the Year Award 2023 Second Year in a Row
Hold on, 2023! We couldn’t get enough of your wonders. Before getting over the hangover of our massive victory at the Salesforce Partner Innovation Awards 2023, you showered us more love with another distinguished honor – the Salesforce APAC Partner of the Year Award 2023. It’s like the year of our dreams – filled with […]
