This financial services company helps small and medium-sized businesses find their footing with smart funding solutions. As their operations expanded, so did the volume of documents piling up in Salesforce. They tried moving files to SharePoint to tackle Salesforce storage limits, but that led to challenges of scattered files and slow access to crucial data.

There was no automated system to organize the existing documents, those generated by third-party apps and files uploaded via the web app, into the right folders. Manual sorting consumed time and caused chaos. This disorganization made it tough for employees to locate files easily and keep track of all the changes made to them. The entire ordeal impacted employee productivity and decision-making.

By integrating XfilesPro, their teams became more productive, and decisions were made twice as fast. Plus, organized folders and automated syncing ensured their files were secure and up-to-date. Interested in the specifics? Download the case study to see how they achieved these results.