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While switching from an in-house CRM to Salesforce is common, businesses mostly struggle to align their current workflow with Salesforce adoption. One of the biggest challenges they face here is the limited file storage space the CRM application provides. Our customer, who is a well-known staffing services provider in the UK also experienced such struggles when adopting Salesforce to their operations.
So, they decided to secure their file storage space by taking some steps in advance. Furthermore, they wanted to leverage many other functionalities to align the Salesforce adoption process with existing processes.
Discover how XfilesPro accomplished the staffing services company’s document management requirements in Salesforce soon after the CRM adoption.