Customer Success Story
Automating Folder Structure and Document Organization for Financial Enterprise Using XfilesPro
- Industry
Finance
- Storage
SharePoint
Overview
An Australia-based accounting and financial management company was using Salesforce for all their file management needs. From client agreements to invoices and tax plans, this customer was entirely dependent on Salesforce storage to manage and locate all their files. As their users grew, so did the files in the Org.
Naturally, the company struggled with handling all the documents and optimizing storage. They started looking outside of Salesforce to store all their files. However, even with the right integration, they would have to move files between Salesforce and the external storage manually.
XfilesPro became their savior. By using our document management, the client was not only able to easily connect Salesforce with SharePoint but also eliminated the physical labor of moving files. Everything was automated.
Discover the complete process of how XfilesPro saved 95% of their Salesforce storage. Get the case study now!
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