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Insurance Services Provider Safeguarded the Confidentiality of Salesforce Documents with XfilesPro

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Overview

With the extensive usage of Salesforce for four years, the popular insurance provider from the US has exhausted their file storage space. Since they were aware of the huge cost needed for the storage upgrades, they decided to immediately optimize the space and achieve an enhanced document management experience. 

Along with this requirement, the insurance provider also needed to bolster the supreme security of their Salesforce documents by preventing unauthorized user/team access. Because safeguarding the confidentiality of the details was highly important for them. However, finding a solution that could accomplish these demands was not an easy feat.

They dived deeper into the market and found XfilesPro as the perfect application to meet their demands. If you are curious to learn how XfilesPro achieved their stringent requirements, read the success story.