Customer Success Story
Maximizing Salesforce Storage Efficiency with Intelligent File Management using XfilesPro
- Industry
Telecommunications
- Storage
SharePoint
Overview
A US-based telecommunications service provider was using Salesforce for their file management needs. They were handling all the documents related to customer interactions, KYCs, invoices, and product specifications with their Salesforce Org. But it was all scattered and quickly filling up their Salesforce storage. Although they tried moving the files to SharePoint, the entire process was manual without a proper document management system in place.
Their search for a reliable, long-standing application in Salesforce document management ended with XfilesPro. We helped them manage the Salesforce space effectively, improve ROI, and eliminate complete manual intervention between Salesforce and SharePoint. From folder structure to bi-sync, XfilesPro entirely transformed this telecom giant’s Salesforce storage usage for the better. Get the case study to have a detailed look at the solutions and benefits provided by XfilesPro!
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