As a well-established manufacturer headquartered in Atlanta, Georgia, the company has been using Salesforce for document management and customer relationships for years. However, as the business grew, so did the amount of files in Salesforce and the need for better document management. The increasing volume of files stored in Salesforce led to slow performance and inefficiencies.

Manually transferring files from Salesforce to SharePoint became time-consuming, requiring multiple steps and causing delays and disorganization. The constant switching between platforms slowed daily operations and made it difficult to find and manage files efficiently.

Integrating XfilesPro made storing, organizing, and accessing files easy without switching between platforms. Read the full case study to know how this resulted in improved productivity, enhanced collaboration, and faster decision-making.