Automating Storage and Syncing of Solar Documents with XfilesPro

A renowned name in Solar energy solutions was facing challenges in its document management. The company dealt with multiple user documents, contracts, and invoices in Salesforce and most of them were incoming from multiple sources. The client spent time manually moving and sorting out these documents in Salesforce. Moreover, due to the lack of a proper folder structure, files were scattered and there was no way to follow their updates.

This company was looking for a solution that would reduce manual dependency on document management and file organization.

Want to know how XfilesPro helped them automate a complete document management process and improve overall ROI? Get the case study!