Auto & Manual Export, Tagging, And More By Connecting Salesforce & SharePoint

Brokerage firms handle a vast number of confidential policy and client documents, but not everyone needs access to all information. In addition to access control challenges, the firm struggled with document overload, lack of organization, and file syncing issues. With no meta tags or structured management, retrieving the right documents was a hassle. 

Read the full case study to see how XfilesPro transformed their document management process.