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 the top industries holding the most sensitive patient data including personal information, medical history, billing and insurance details, consent and authorization forms, etc. With some effective plans in place, you can unleash effective benefits from this information that will meet your healthcare goals. Rightly guessed, we’re talking about document automation in Salesforce. With an advanced application like XfilesPro DocuPrime, you can automate many of your time-consuming, complicated tasks including document generation in bulk that you execute every day. In this article, let’s look into the benefits you can make from your patient data with XfilesPro DocuPrime’s document automation strategy for Salesforce. Before that, What Does XfilesPro DocuPrime Do? XfilesPro DocuPrime is the advanced platform you need for end-to-end document automation in Salesforce. Beginning from automated document generation to sharing them for review, approval, and eSign by multiple execs, XfilesPro DocuPrime leverages the power of automation in Salesforce to streamline your daily operations. The application provides the advantages of automated data fetching from multiple Objects, the flexibility to upload your existing template or build a new one, and the ability to create documents of any type, size, or quantity. The best part is that since you can automate the processes from document creation to eSign, you can accomplish the complete lifecycle of your critical patient documents within Salesforce. How Does XfilesPro DocuPrime Benefit You From Your Patient Data? With the booming process innovations happening within the healthcare industry, XfilesPro DocuPrime provides top-notch functionalities that set your workflow ahead of the curve. Most importantly, it will make the best out of your patient data and leverage document automation to deliver excellence. Let’s discuss those. Keep Patient Data within Salesforce For a healthcare organization, dealing with HIPAA privacy law can be tough if you work with many software providers to get done with processes such as document generation and eSign. For some healthcare organizations, there are too many risks involved. As XfilesPro DocuPrime accomplishes the complete lifecycle of your documents within Salesforce, you don’t have to worry that your critical patient information doesn’t leave the platform and you don’t have to seek the support of multiple software to get done with each process. Ensure the Accuracy of Patient Data To err is human. There is a high chance that manual data fetching/copying and pasting creates errors while documenting patient details and building documents using them. Here’s where the powerful automotive capability of XfilesPro DocuPrime comes into the picture. By automatically obtaining patient data from respective Objects, you can eliminate the risks of errors in healthcare documents such as doctor correspondence letters and medical device audits. This will not only error-proof your documents but also leave a good impression on your patients. Bolster the Security Standard of Patient Data The security of your patient records is highly crucial. You need to make sure that the details don’t fall into the wrong hands, any day. To help you with this, XfilesPro DocuPrime implements Access Control functionality, a highly critical feature that restricts document and template access based on teams and users. Using Access Control, the Admins can control individual documents and template usage, where he/she can grant document access to authorized teams and users. That means no unauthorized users will be able to get their hands on your patient details without Admin’s permission. Deliver Enhanced Patient Care Needless to say, access to accurate and up-to-date patient information is essential for delivering high-quality care. However, with XfilesPro DocuPrime’s document automation advancement, you can make this a walk in the park. This innovative step ensures that your patient records are always current and complete or your documents don’t get filled out with information of the past. If the information is latest, you will actually blow your patients away as they won’t experience any hurdles processing their medical treatment. Deal with Compliance Regulations As we have seen above, compliance guidelines like HIPAA enforce stringent regulations regarding patient data privacy and security in the healthcare industry. Understanding the gravity of this scenario, our document automation platform for Salesforce strengthens security protocols, maintains audit trails, and provides secure access controls. Such measures reduce the risk of data breaches and ensure that sensitive patient information is handled following regulatory requirements. The Bottom Line It’s no easy feat to leverage patient data benefits using document automation in Salesforce. But it’s possible with a comprehensive and one-stop platform like XfilesPro DocuPrime. If your healthcare organization is also on the lookout for benefitting from patient information, explore how XfilesPro DocuPrime can accelerate it. To learn more about XfilesPro DocuPrime, schedule a demo with one of our experts. AMARLAL
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 Sydney World Tour. By showcasing the latest product innovations and how AI is transforming industries through 140+ sessions, Salesforce is in full swing to enthrill the attendees. For XfilesPro, it will be an epic reunion with global Trailblazers. We’re excited to dive again into the pool of trailblazers and innovators, recollect memories with them, share insights, and build a future together at ICC Sydney. What fuels our energy to be part of this once-in-a-year magic event is that XfilesPro is a proud Platinum Sponsor of World Tour Sydney 2024, followed by last year. One Booth, One Million Opportunities When the future of business is heading to Sydney, XfilesPro has everything Trailblazers need to accelerate that journey. Our team will showcase an advanced document management solution that Salesforce users need to transform their end-to-end document management process within the CRM. From one-click document generation inside Salesforce and storing it in an external repository to enabling collaboration for team members, XfilesPro accomplishes users’ necessities associated with effective document management. Breaking it down, the document generation application XfilesPro DocuPrime helps users create bulk documents in one click within Salesforce. The application comes with added capabilities such as template import and template creation and customization, access control, eSign attachment, custom note addition, multiple document type support, etc to remove hurdles as well as manual efforts from this ever-complicated task. XfilesPro’s document management application, on the other hand, keeps your storage space unaffected by document volumes, providing functionalities including no-code SharePoint, Amazon S3, OneDrive, Google Drive integration, auto file storage in external systems, seamless migration/large file offloading, centralized document management, file archiving, file backup and recovery, folder creation and management, and much more. Bringing a Full Suite of Salesforce Solutions to Sydney It’s not only the expertise of our document management solution we’re going to showcase at World Tour Sydney. We will be presenting team CEPTES, the pure-play Salesforce platform-focused company backed by all-inclusive partnerships including SI, MSP, PDO, and Authorized Cloud Reseller. The team will showcase CEPTES’ other product ranges including DataArchiva (Salesforce Data Archive & Backup), 200OK (Native Integration Platform), and their impact on the daily operations of Salesforce users. This means that visiting us is inevitable for attendees! Unlocking the Golden Ticket to Excellence Our Platinum Sponsor booth will be the one-stop for Salesforce World Tour attendees to explore modern data and document management approaches. In addition to our document management apps, we will present the expertise of our data archive, backup, and seeding applications for Salesforce and how they can help users manage data in a more organized and easy way. What else gives us goosebumps is that our experts received the golden ticket to host a 20-minute session on our document management solutions once again this time. They will share detailed insights on best document management practices for Salesforce, its impact on efficient document management, and some industry use cases for in-depth learning. The joy is double this time as we’re hosting the session for two consecutive years at World Tour Sydney. If you are one of the attendees and wish to stop by our booth to learn more about the data/document management solutions, here’s our welcome note to you. Our team is thrilled to meet with you and learn from you how we can help your growing business grow. We will be happy to present live demos and show you how best it works for your requirements. So, make sure you join team XfilesPro at World Tour Sydney 2024! As a return gift for your visit to our booth, we will be providing you with amazing discounts for our products. Now, it’s your call to finalize a time to meet us! Choose a time to join our team at World Tour Sydney 2024! Looking forward to seeing you! AMARLAL
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, which was a testament to our union with global Trailblazers. Now, as the world gears up to witness the magic again at Sydney, we’d love to take a trip down memory lane and look back at one of the most splendid Salesforce events we experienced a year ago. We welcome you to join us in this journey through this article. Taking center stage of Salesforce World Tour Sydney 2023 In a nutshell, the Sydney World Tour 2023 was an event of epic innovation. We connected with like-minded Trailblazers who search for modern solutions to their challenges. We networked, learned, and had fun with such innovative enthusiasts, and many of them are in a robust association with us today. Most importantly, it was a milestone like no other when we received the golden opportunity to be renowned as the Platinum Sponsor of the Sydney World Tour for the first time. We brought our data archiving and backup solutions for Salesforce DataArchiva, which was showcased at our Platinum Sponsor booth. We hosted a slew of Trailblazers at our booth and showed them the expertise of our data archive, backup, and seeding applications & how they can do wonders for any business to manage data better. The experience of being a Platinum Sponsor at one of the best Salesforce World Tours was remarkable, marking a significant milestone in our history. Harish Kumar, CEO and Co-founder of CEPTES says’ “It was an extraordinary experience we had at World Tour Sydney last year. We connected with a lot of Trailblazers and listened to their needs. The happiest part is that many of them became our customers now.” Nextly, we received an amazing opportunity to take the stage of the Customer Success Session and share insights on the topic ‘Next-Gen Salesforce Data Management Strategy.’ This opened the big door to engaging with an enthusiastic audience, showcasing the effective approach to managing Salesforce data with DataArchiva. Finally, our team also showcased a dazzling demo at Demo Jam and buttoned up the event on a high note. Joining Back to Trailblazers at World Tour Sydney 2024 A year went by. The Sydney World Tour is around the corner once again. With the heartwarming memories we collected last year, our team is flying to Sydney very soon to reunite with Trailblazers. This time, XfilesPro will be at the forefront at our Platinum Sponsor booth. We are going to showcase the top-notch capabilities of XfilesPro including one-click doc gen, easy external storage in SharePoint, AWS S3, OneDrive, Google Drive, and seamless document collaboration in order to supercharge end-to-end document management process in Salesforce. From document generation to external storage and employee collaboration, XfilesPro has many advancements that Salesforce users need to streamline their operations. Also, our team will be hosting a 20-minute session on our document management solution, where they will discuss prevalent industry use cases and elaborate on how XfilesPro is playing a crucial role in enhancing document management for industry leaders. So, make sure you meet with us at ICC Sydney on 28th February 2024. Let’s build something together while the world witnesses the future of AI. Save a slot to meet our team at World Tour Sydney 2024. Hope to see you in Sydney! AMARLAL
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 essential aspect of efficient document management so, you need to explore its potential. Let’s look into some of the benefits of creating folder structures to organize documents within the CRM. Ease of Navigation: A folder structure provides a hierarchical document organization that facilitates easy navigation. Users can quickly locate and access the documents under relevant folders. Document Security: If you have sensitive or confidential documents that are meant to be accessed only by some authorized team members but are mixed in all documents, the confidential data will be exposed to unauthorized users. Zero Document Loss Risk: Creating folder structures eliminates the risk of accidentally deleting documents or overlooking important files out of a large volume. Document Collaboration: A well-organized folder structure supports collaboration by unleashing a shared space where team members can access and edit documents, ensuring everyone is contributing to the same set of documents at the same time. Scalability: A scalable folder structure accommodates the growth of your document volume inside Salesforce. As the number of documents mounts up, a well-formulated folder structure ensures that the system remains organized. Workflow Efficiency: A folder structure can align with your workflow, ensuring that documents are leveraged seamlessly through different stages of the process. Version Control: By maintaining clear folders for different versions or stages of a document, users can easily track and work on the most recent version. With all the advantages being said, it’s unfortunate to learn that Salesforce doesn’t offer the functionality to create folder structures within the CRM. So, the question here is how will you create one? XfilesPro: Your Pathway to Organize Salesforce Documents in Folders Let us suggest the most recommended solution to create folder structures in Salesforce — XfilesPro. Before diving into how XfilesPro creates folder structure in Salesforce, let’s take a brief look at its functionality. The most popular document management application for Salesforce, XfilesPro integrates Salesforce with any of your preferred external cloud storage such as SharePoint, AWS S3, Google Drive, and OneDrive. Post integration, the application automatically moves your documents from Salesforce to your external repository so that your storage space will remain optimized. Now let’s come back to the folder structure part. XfilesPro understands that creating a folder structure for Salesforce files and attachments is essential for operational efficiency. Therefore, the app provides functionalities to arrange documents under organized folders inside Salesforce and reflect the same structure in the external storage. How Does This Magic Happen? XfilesPro helps you create a new folder in Salesforce every time a user creates a new record. This folder provides you the free hand to create sub-folders relevant to the specific account, within which you can arrange documents in your preferred folder hierarchy. Having a folder structure in Salesforce, you can allocate specific folders for your individual users/departments/teams in your organization, which helps them access relevant documents quickly and seamlessly. Let us give you more clarity with an example. Imagine, you have onboarded five new customers, which are from five different industries and geographical locations. You can categorize the folders for each of them with the names of their specific industries and geographies and store relevant documents inside them — all while mirroring the same hierarchy in the external storage. That’s how easily the magic works! How Can You Customize the Folder Path? By offering the ability to form folder structures in Salesforce, XfilesPro ultimately aims to empower users to store their documents in their desired format. For that, XfilesPro offers two folder structure options. The first one is Custom Folder Structure. XfilesPro’s Custom Folder Structure allows you to redefine the default folder structure (comes with XfilesPro adoption) Object/Object Name/Record ID to any format that deals with your demand. The next option is Template Folder Structure. Let’s think about your everyday business needs. It’s common that you will encounter requirements where you need to create the same set of folders for every record creation. For example, you may want to create Invoice and Closing Statement folders upon every record creation under the Object Details of Closed Deals. However, it requires repeated manual efforts to build these folders whenever a new record is created under the object. Template Folder Structure eliminates this continuous manual work, by helping you pre-define the folder structure. So, you can have the folders Invoice and Closing Statement automatically created with every record creation under the Details of Closed Deals object. That means you are finally free from that task! We know it’s enough to be happy! You took a quick tour of the enormous possibilities that XfilesPro delivers to accomplish your folder structure requirement in Salesforce. And, you learned that folder structure can help your teammates to access documents easily, which is a green flag for increased productivity. Now what? You would like to see how it works for you! We’re happy to help! Please connect with our experts to see how the folder structure for Salesforce files and attachments can create a wave in your workflow! AMARLAL
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 time and cost. Being a CTO, if you find manually handling documents is a nail-biting task for your team, it clearly indicates that your team lacks the support of a powerful document management system for Salesforce. Having a DMS helps you not only improve document organization, accessibility, and scalability but also enhance employee productivity, collaboration, and cost savings. However, the investment in a DMS is not a walk in the park. There are certain factors that you need to take into account when adopting a document management system for your operations. How to choose a Salesforce Document Management System? When conceiving the decision to embrace a document management system for Salesforce, it’s important to evaluate your requirements and align them with the solution you’re investing in. Here are some key factors to check off as you start your assessment of a document management system. #1. Centralized Document Storage A DMS must foster a centralized location to store, manage, and access documents for users. Centralized document storage refers to the practice of storing all documents, files, and digital assets in a single, unified, and easily accessible location. Regardless of how big or small your company is, nurturing an efficient method to organize your documents in a centralized repository is crucial to ensure strong document security, simplified access, faster operations, and improved collaboration. The more readily accessible documents are for employees, the smoother and more efficient the process becomes. #2. Real-time Collaboration & Versioning Whether your team shares office space or works remotely, they need to access the same document and co-author it simultaneously. This real-time document collaborative capability of a document management system helps your team to improve business efficiency and reduce the chance of misunderstandings and delays. In addition, a smart DMS prevents headaches by tracking, editing, and providing multiple versions of the document, which ensures that your team members can see all the modifications and always access the latest version. #3. Compliance and Risk Management Every industry puts forward different compliance requirements and obligations. But it’s not easy to adhere to them always. Industries like finance, healthcare, and legal services are bound to ensure the retention of the documents for a longer period of time. If your business falls under this category, it’s mandatory to ensure that the document management system you want to invest in for Salesforce meets those standards and helps you retain your documents. Keep in mind that non-compliance actions not only set you up for legal issues and hefty fines, it can also break the brand reputation and customer trust, which will ultimately take a toll on your bottom line. #4. Document Security A superior Salesforce document management system provides you with the option to move your documents from the CRM and store it in an external cloud as part of storage space clear up. You can set the permission to ensure individual teams/users can only access information and documents that they need. As an example, a member of your marketing team won’t be given access to Sales or HR information — he/she will only be able to view certain marketing documents. Here, authorized admins gain complete control over the documents, where he/she can control who can view and access them. This capability keeps your data and documents secure and compliant while providing a clear picture for the admins of what is happening within the system. #5. Cost and ROI When investing in a document management system, you need to drive significant cost-saving and ROI. As the DMS eliminates the requirement for paper usage, storage space, and manual efforts, you can save on operational expenditures. Moreover, the heightened efficiency and productivity achieved through the implementation of a DMS has the potential to catalyze increased revenues, which delivers a substantial return on investment. Bottom Line What are your thoughts, dear CTO? Do you think investing in a document management system would be a great feat for your business? If your answer is ‘yes,’ try XfilesPro, the popular document management application for Salesforce that checks off the above criteria. XfilesPro takes complete care of your Salesforce documents, from their generation stage within the CRM and stores them in external cloud storage (such as SharePoint, AWS S3, Google Drive, and OneDrive) to enable collaboration for users. If you wish to discover how XfilesPro can change the dynamics of your organization’s document management strategy, connect with us for a personalized demo! We empowered many CTOs like you to do better for their business! AMARLAL
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 their operations. But the rest are those who have leveraged the advantages of a document management system — especially, sales personnel. In this article, let’s talk about them! Digital Document Management: A No Longer ‘Nice to Have’ for Your Sales Team Documents are an essential part of your sales reps’ daily lives. So, you need to know that if your business undergoes digital document transformation, you can save your sales reps’ 50% of the time wasted on manually creating and sharing documents. This makes more sense if your sales team leverages modern CRM like Salesforce to manage customer data. The adoption of a document management app for Salesforce unleashes advanced capabilities to easily create, store, and manage documents within the CRM. Now, as we have already mentioned the advantages of a document management application for Salesforce, let’s discuss how it can increase the sales revenue of your business. Enhanced Customer Experience As per reports, digital document creation helps sales reps increase customer satisfaction by 50%. A digital document management system empowers your sales team to easily and quickly find information or a specific document that the customers need so that you can enhance the experience and spend more time serving them. Reducing customer wait time not only improves their satisfaction and trust but also forges your company’s reputation among them. Real-time Employee Collaboration Sales is often a team effort, demanding strong and frequent collaboration between different reps. Digital document management ensures that your team members can simultaneously access, work on the same documents, and share them online across different departments. This means that the team members can collaborate on proposals, quotes, contracts, and other sales documents in real time, leading to faster decision-making and increased efficiency. Strong Document Security The goal of improving the sales process through digital document transformation comes with accountability for document security. A document management app for Salesforce should provide you with better control over sensitive data and documents, where you can determine which team member or division can access specific documents. Trust us, ensuring document security provides you peace of mind like never before! Reduced Operational Cost Like any other department, the executives in a sales team are also searching for ways to cut down overhead expenses. One of the prominent benefits of a document management app for Salesforce is that it helps you properly organize documents within the CRM without demanding much manual effort. This helps you trim down the operational expenditures that come with manual work and you can invest that money in some other essential aspect. Improved Productivity Unlike paper document management, a digital document management application for Salesforce helps your sales team avoid downtime when their proposals, quotes, and contracts are properly arranged and accessed digitally. Since this leaves employees with more time to spend on the human aspect of their job, you will experience a significant boost in productivity, which will ultimately result in more deal closures. Find Out How Digital Document Management Can be Your Next Big Thing The list of advantages of a document management application is perpetual for your sales team’s win. To drive more sales revenue, you need to implement such an application that can accelerate your sales operations. A modern document management app like XfilesPro is popular for efficiently managing documents within Salesforce, which many sales reps consider a lifesaver to tap high revenue. Connect with one of our experts to learn more about how XfilesPro enhances your sales team’s productivity with the help of digital document management AMARLAL
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 Salesforce that accomplish sales goals more efficiently. So, it’s your call whether you need to surprise your sales team with a powerful Salesforce document generation tool. How Do You Know If Your Sales Team Needs a Salesforce Document Generator? If you’re a little confused about whether your sales reps truly require a document generation tool, always remember that the mantra of a successful sales team is A-B-C — ‘Always Be Closing,’ not document building. A survey conducted by IACCM Benchmark reports that companies that use document automation software have a 24% faster selling cycle. This means your sales success is directly proportional to the efficiency of your document automation tool and indirectly proportional to the time you spend manually building documents. What you need to do in this situation is to get your sales team back to their core selling job from spending long hours creating sales documents. Embracing a Salesforce document builder is the only rescue here! Types of Sales Documents You Should Automate in Salesforce Well, you can leverage a Salesforce document generation tool to populate new documents that your sales team requires to send to customers/leads/prospects on a daily basis. This includes a wide range of documents such as; Sales Decks to showcase your products/services to potential customers Case Studies that tell the story of your customers — how they leveraged your product/service to scale success Personalized NDAs and other contracts Quotes/proposals that need to be built and sent quickly Contracts with e-signature to streamline deal closing Invoices/receipts that your customer needs to receive at the end of the closing process On that note on the different documents that can be automatically created using a Salesforce document generation tool, we will look into the correlation between document generation and deal closures. We will see how implementing a Salesforce document generator can help your sales team win big and more deals faster. Discover more about 5 Important Sales Documents You Should Start Automating In Your Business #1. One-click Document Generation Process For a sales rep, nothing can beat the excitement of learning from a prospect that he/she’s ready to buy your product/service. As soon as the discussion is finished, the next immediate step you’re supposed to do is manually build a proposal for them, right? From adding the name and product details to double-checking every information including the quoted price, it makes a long process. Having a Salesforce document generation tool, you can generate new documents with a deal, price, and the details of the product by automatically obtaining data from different Salesforce objects with the click of a button. #2. Minimized Human Errors When the document creation demands repetitive tasks such as building multiple personalized contracts, your documents will be prone to errors. Keep in mind that an inaccurate data entry can lead to delays in closure, lost revenue, or even legal complications. An automatic Salesforce document generation tool can avoid such costly mistakes by accurately and automatically pulling data, which reduces instances where information may be incorrectly copied or typed. For example, a Salesforce document generator helps you get rid of the risk of entering wrong details on invoices by automatically obtaining data from a sales order, which demands zero human involvement. This ensures absolute precision of details! #3. Customer Satisfaction through Quick Turnarounds In sales, every second matters! Unlike any other department, the time has to do a great deal with the success of your sales team as customers expect an immediate response to their inquiries. So, how fast you close deals can make all the difference! By automating sales documents using a Salesforce document generation tool, you can build proposals or contracts quickly, promising a high-quality customer experience and reducing customer wait times. This streamlined process cuts down the time between the initial contact with a prospect and closing a business deal with him/her. #4. Making Stellar Sales Professionals When it comes to sales, operations such as prospecting, networking, lead generation, and customer engagement are of the utmost importance. Unfortunately, these core jobs mostly get minimum attention due to the abundance of manual document creation tasks such as data gathering, copying, and pasting. With automated document generation in Salesforce, sales reps can build personalized proposals/quotations in a minute and get back to the lead/customer immediately. This personal touch will blow them away and provide more bandwidth to your sales team, empowering them to actively engage customers and address their needs. #5. Consistency in Branding Preserving consistency in brand elements across documents is an essential part of building brand identity, recognition, and trust. Document automation in Salesforce ensures that whether it’s a sales deck, contract, or SOW, every document adheres to your brand’s guidelines. This includes the accurate placement of logos, and choosing colors and font styles, which not only streamlines the sales process but also make your marketers’ lives much easier. Also, Discover How to Maximize Business Opportunities With Streamlined Proposal Automation In Salesforce Bottom Line Now that you learned how a Salesforce document generation tool can contribute to converting customers faster, it’s time to button up the article. If you’re wondering which document automation tool is appropriate for your business, we suggest XfilesPro DocuPrime, the most cost-effective and recommended Salesforce document generation application in the AppExchange. Powered by automation, XfilesPro DocuPrime automates your sales team’s end-to-end document generation process — from data gathering to eSign on the final draft, all with one click. The good part is that the entire process is carried out 100% within the Salesforce platform so that your document never moves out of the application, ensuring compliance adherence and strong security. Curious to learn how can you give your sales team efficient time back each day with XfilesPro DocuPrime? Schedule a demo with one of our product experts! They are happy to help
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 system, XfilesPro has evolved to be the one-stop solution for Salesforce users’ document management needs. We’re proud to see the application empowers our customers to process a very easy workflow by playing with the mountain of files they generate every day.” It’s XfilesPro’s firm focus on the pain points of Salesforce customers that led to the incredible milestone of a ‘decade.’ Shining in the glory of 10 years, here are amazing insights about the 10 ways XfilesPro helps Salesforce users to smartly manage their documents within the CRM platform. A Journey From Document Creation to Storage and Collaboration No matter what task you’re carrying out, where you are on it, or who you perform it for, you will be in need of relevant documents. Being an efficient document management system for Salesforce, XfilesPro understands this requirement, playing a major role in boosting your operations with documents inside Salesforce. From the generation stage of documents to storage of themin a secure repository, XfilesPro aids you every step of the way. It’s XfilesPro’s document generation appfor Salesforce that automates the creation of documents 100% natively within the CRM platform. Named XfilesPro DocuPrime, the application automatically fetches data from multiple objects and builds your documents in any type, size, and quantity within Salesforce. And, once the document volumes mount up and threaten the storage cap, XfilesPro further assists you in moving them to your trusted external storage system so that your Salesforce file storage will remain free up, improving collaboration. Diving deeper into the blog, you will learn more about how XfilesPro executes this functionality. Zero Code Integration Between Salesforce and the External Storage From above, you have already learned that XfilesPro connects the CRM with your external storage system to readily accomplish your document management needs in Salesforce. Which are those external storage platforms that XfilesPro supports? Let’s see those. XfilesPro can integrate Salesforce with any of your preferred external cloud storage such as SharePoint, AWS S3, Google Drive, and OneDrive so that you can migrate your growing volume of Salesforce files to it. This leads to the optimization of the storage space, helping you regain the performance of the application. And, the bright side is that the integration pans out seamlessly as it demands no-code expertise from you. You can build the bridge between both platforms as easily as you plug the USB pen drives into the PCs or laptops. Strategic Approach to File Volume Management Now that you learned it’s a cakewalk to integrate your Salesforce and external storage, let us tell you how you can leverage this powerful connection for your document management requirements. As you generate a large number of files every day within Salesforce, it would collectively become massive in size, potentially causing a slowdown in your CRM system. To tackle this, XfilesPro moves your huge volume of existing files from Salesforce’s file storage space to the external repository in one go by preserving the file hierarchy. This dynamic action optimizes your overloaded storage space and helps preserve the functionality of your application. Meanwhile, discover how XfilesPro helped a global leading manufacturer move 40 TB of files from Salesforce to SharePoint In another case, if your business is required to automatically push the newly created files from the app, XfilesPro has a solution to address that requirement as well. It can automate the migrate of your Salesforce files in your preferred time interval – be it days, weeks, or months, and keep them in the external storage system. A Game Changer for Real-time Collaboration on Documents If workers can’t collaborate on documents, the chances of misunderstandings and delays will be higher. Being a modern Salesforce document management system, XfilesPro ensures that your Salesforce records are synced with respective folders in the external storage, and the modifications made on the former are reflected on the latter, and vice versa. Put differently, if you make changes to the Salesforce records, it will be mirrored in the folders of your external storage and the other way around. It’s XfilesPro’s Bi-sync functionality that comes into play here. If you’re wondering how folder syncing relates to enhanced collaboration, here’s some more light. As files are bi-directionally synced, users within your teams can collaborate on Salesforce documents while non-Salesforce users or external teams can work on the documents in the external storage, and can have the changes updated on both platforms. This in turn provides a real-time file collaboration experience, which is crucial in operations. Learn how real-time collaboration on Salesforce files boosts your employees’ productivity. Tailored Folder Format for Easy File Access XfilesPro understands Salesforce customers’ challenges in managing documents, particularly the limitations posed by the absence of an option to create a folder structure. Because, in Salesforce, individual documents are commonly accessed and saved by various users. Where a specific document is needed for multiple datasets, it can result in the creation of duplicates. This not only increases storage demands unnecessarily but can also cause confusion and miscommunication. Knowing this, XfilesPro empowers you to customize your folder structure in an external location, which helps you arrange files in a specific format that deals with the workflow. Since a pre-defined folder structure can’t be easily changed by employees, every user will know where to find relevant documents without any confusion, facilitating operations. Obtaining the Ultimate Ownership Over Documents Even though the migration of files from Salesforce to external storage becomes easier post integration, you might be skeptical about its security in a 3rd-party application. There are high chance that unauthorized users access your documents from the external environment, which will expose the confidential information they contain. To prevent the security breach here, you can leverage XfilesPro’s Access Control functionality, which empowers you to control who can
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 wondering who we are talking about – it’s our Gen Z kid XfilesPro. From the launch in 2012 as EXTFM to a big brand name XfilesPro provides solutions for document management challenges in Salesforce, the journey of our flagship application has been incredible and upwards. Today, it’s delivering two on-demand solutions for Salesforce users — file management and document generation apps with advancements that no one else provides. We will tell you more about XfilesPro’s journey. A decade ago, XfilesPro stepped into the booming Salesforce ecosystem as an app supporting AWS S3. Later, we advanced the solution by extending its wings to SharePoint, Google Drive, OneDrive, and On-premises platforms. So, XfilesPro can now help #AwesomeAdmins get rid of their ever-complicated task – document management in Salesforce. The admins can move their growing volume of files from Salesforce to their preferred external storage in order to free up storage space and achieve peace of mind. This is the magic that XfilesPro’s file management application does. The best part is that it’s not only the external integration or file migration functionality that the next-gen application provides. There are a lot of other capabilities that make XfilesPro a complete document management system and a cut above the rest. Enhanced File Collaboration: XfilesPro’s Bi-sync functionality plays a big role here. It syncs Salesforce records with respective files in the external storage so that the modifications on files can be reflected in both platforms. This streamlines the file collaboration as internal employees can work on files within Salesforce while external users modify the files in the external storage and can have the real-time changes reflected. A Centralized File Management Process: XfilesPro nurtures a centralized file management system where different external systems can be integrated with Salesforce through a single-point file management system. Be it a 3rd party or an AppExchange app you’re integrating with Salesforce, your external storage will be the centralized file location where the user can access and edit files. Customized Folder Structure Creation: Since Salesforce poses limitations in creating folder formats, XfilesPro empowers them to build their preferred structure in the external storage so that the files can be arranged in a way that makes sense to their business. Here, XfilesPro provides two options, template folder structure and custom folder structure. The former is an easy-to-understand folder format that comes by default with XfilesPro, where users can easily access files. And, the latter helps the users to customize their folder structure as per the business requirements. Massive File Migration in One-Go: If the customer has already accumulated certain volumes of files in their Salesforce file storage, XfilesPro can easily push them to the external repository in one shot by maintaining the hierarchy between files. Enhanced File Security: XfilesPro understands the users’ concerns regarding the security aspect of storing Salesforce files in an external storage location. Here’s where XfilesPro’s Access Control functionality comes into play, ensuring that authorized users gain the ultimate control to decide who can view and access their documents. Significant Cost Savings: The cost of additional storage purchases from Salesforce may not sound cost-effective for your business. Since XfilesPro optimizes the storage space and eliminates the need for storage upgrades, customers can save exorbitant money. Also, Read: XfilesPro 9-Years Of Journey – Top Highlights Now, let’s talk about the recent and biggest addition we have made to the XfilesPro family — XfilesPro DocuPrime. It’s the modern auto document generation app for Salesforce that automates the generation of documents of any type, size, and volume 100% natively within the CRM platforms. So, the users can eliminate the manual efforts of creating a document as the application automatically fetches data from multiple Salesforce objects and fills out the respective spaces to generate documents. With added functionalities like support for popular 3rd party eSigns, customized template creation, and template import, XfilesPro DocuPrime reinvents the never-ending, tedious document generation process of Salesforce users. With two superior applications, XfilesPro provides a holistic platform for Salesforce users to generate and manage documents within the CRM with zero human involvement and in a way like never before. Through this elevated document management experience, the users can drive their attention back to strategic business goals without being worried about the growing volume of documents. This is what makes XfilesPro a fully-fledged document management system for Salesforce. So, where does XfilesPro stand today? With the ground-breaking addition of DocuPrime to the family, we started experiencing the tremendous growth of XfilesPro in the world of Salesforce. With a strong background of 500+ customers from around the world with 500k+ user licenses that have been granted to be renowned as the most trusted and recommended document management suite for Salesforce, XfilesPro has come a long way in a span of 10 years. And, with the announcement of Captain FiDo in 2022 as the official mascot, the brand value of XfilesPro scaled to the next level in a way like never before. In addition, it takes immense pride to bask in the glory of five stars in AppExchange for the app. Altogether, we should say, that it’s been a decade of unstoppable progress in XfilesPro’s history. But, XfilesPro’s innovation doesn’t stop here. The application will go above and beyond every year to accomplish the growing and evolving requirements of the customers by continuing to push the envelope. Because XfilesPro is 10 years stronger and prouder now! Meanwhile, look into the Top 3 Moments During XfilesPro’s 9th Anniversary Event Finally, big cheers to XfilesPro’s customers, leadership team, employees, and partners for their continued striving and efforts to meet excellence. This note would never be complete without acknowledging their significant contributions. So, repeat after us, a decade of
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 success, recognition, and endless possibilities. And, it’s an incredible feat to receive one of the most prestigious recognitions for the second year in a row. True, CEPTES is living everyone’s Salesforce dream. That being said, it’s no longer a dream for us. It’s been two consecutive years since CEPTES has worn the crown of the APAC Partner of the Year Award. Just like any partner of Salesforce, we wished to make it to the list ever since our beginning. It was our years of hard work, perseverance, and commitment to excellence that paved our path to remarkable recognition for consecutive years. We took tremendous steps in the ISV innovation with two of our advanced product ranges XfilesPro and DataArchiva. While XfilesPro delivers an advanced document management platform combining file management and auto document generation apps for Salesforce, DataArchiva provides a fully-fledged data management platform. With next-gen apps for data archiving, backup and recovery, and seeding for Salesforce, DataArchiva delivers a comprehensive and complete suite to power up your document management experience in Salesforce. With our applications raising the bar in the Salesforce ISV, we have received back-to-back awards in 2023, which made us fall in love with this year so deeply. We owe this incredible milestone to our employees, partners, and associates for their unwavering determination to our success around the clock. And, we can’t button up this gratitude without giving a tip of the hat to Salesforce for their support and for being our number one cheerleader. Once again, thank you all! Thanks, 2023 for being a significant period in our history. AMARLAL
