Whenever anyone anywhere thinks finance & accounting, he/she thinks of our client. But even after being the world’s largest & most popular accounting firm, our client didn’t have everything easy. The use of the Salesforce cloud platform, along with a third-party ERP system, for a very time began to finally catch up with them as they began struggling with issues like file visibility, file accessibility, & improper file management. Check out this case study to learn how XfilesPro came into the picture & simplified the file management hassles for them.
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XfilesPro is an advanced document management application for Salesforce that offers doc gen, eSign, document storage, and collaboration solutions.
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