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 […]
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 […]
Salesforce World Sydney 2024 is around the corner! The future of business is making its way once again back to down under to expose the full power of Data + AI + CRM + Trust. With over 140 insightful and thrilling sessions to explore, it’s a can’t miss experience for global Trailblazers to find solutions […]
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 […]
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 […]
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 […]
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 […]
Data and documents are at the center of every business process in Salesforce. However, the profuseness of documents always creates challenges for users as effective document management in Salesforce is not everyone’s forte. Having said that, your challenges in managing Salesforce documents shouldn’t impede the growth of your growing business. As a Nitro study reports, […]
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 […]
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 […]