Customer Success Story

Case Study

Financial Services

Efficient Financial Document Management with Automated Organization, Integration, and Easy Access With XfilesPro

Telecommunications

Maximizing Salesforce Storage Efficiency with Intelligent File Management using XfilesPro

Finance

Automating Folder Structure and Document Organization for Financial Enterprise Using XfilesPro

Aviation

Optimizing Aviation File Management: How Users Transform their Business with XfilesPro

Sustainable Supply Chain

Automatic Folder Structure, Bulk Migration, and Bi-Directional Sync

Government Administration

Salesforce AWS Integration For Government File Management with XfilesPro

Government Administration

Automated Government Response Document Generation with Secure Access & One-Click Emailing

Legal Services

Case Files, Organized & Secure: A Law Firm’s Smart Move to Streamlined Salesforce Document Management

Insurance

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

Education

XfilesPro Automates File Management for Educational Tech Firm by Integrating Salesforce with Google Drive

Aviation

Too Many Systems, Too Much Confusion: How A Michigan Company Found the Perfect Landing Spot

Automotive

File Migration, Automation, and Folder Hierarchy Made Easy for Automotive Company using XfilesPro

Food And Beverage

Seamless Salesforce – SharePoint Integration: Transforming Document Management for a Leading Food & Beverage Company

Construction

XfilesPro’s Role in Reshaping FSL Document Management for Better Organization

Non-Profit

Salesforce-SharePoint Integration: Automating Document Management and Organization For Education with XfilesPro

Renewable Energy

XfilesPro & Google Drive: Streamlining Salesforce Document Management for a Greener Tomorrow

Telecommunications

A Telecom Giant Reduces Manual File Management by 95% with XfilesPro

Human Resources

How Smart Integration Saved 92% of Salesforce Storage for an HR Firm

Power Generation

Automating Storage and Syncing of Solar Documents with XfilesPro

Aviation

Seamless CRM Migration and File Organization: How the Aviation Industry Elevated Salesforce File Management

Legal Services

XfilesPro Enhances Legal Firms’ Efficiency by Integrating Salesforce and SharePoint for Better File Organization

Social Organization

Empowering Non-Profit Efficiency: Automated File Sync, Folder Management, and Mobile Access with XfilesPro

Education

Reimagining Education File Management: A Smart Shift Towards Efficiency and Cost Savings

Education

Student Data Handling with XfilesPro: Migrate, Organize, and Delete with Ease

Manufacturing

Wiring It All Together: How a Manufacturer Transformed Document Management with XfilesPro

Software Development

Software Company Turns to XfilesPro for Smarter Document Management in Salesforce

Financial Services

Salesforce-SharePoint Integration For Efficient Financial Document Management

Real Estate

Simplifying Salesforce-SharePoint Integration with Organized File Systems for Real Estate with XfilesPro

Manufacturing

Manufacturing Company Maximizes Efficiency by Optimizing Salesforce Document Management with XfilesPro

Legal Services

Case Closed: How a
Law Firm Brought
Order to Document
Management with
XfilesPro

Aviation

Taking Document Management to New Altitudes With XfilesPro

Mining

XfilesPro Refined File Management for a 150+ Years Old Mining Company from Belgium

Financial Services

XfilesPro Balances the Scales of Financial Document Management

Manufacturing

Streamlining Document Management & Boosting Efficiency: How a Manufacturer Transformed File Handling with XfilesPro

Retail Industry

Modernizing File Management: XfilesPro’s Impact on a Centuries-Old Building Materials Supplier

Sustainable Energy Solution

From Storage Constraints to Collaboration Excellence: A Sustainable Energy Solution Providers Success with XfilesPro

Logistics

Dutch Logistics Leader Streamlines Salesforce Document Automation with XfilesPro

Manufacturing

Building Materials Manufacturer Weaves Document Management Efficiency in Salesforce with XfilesPro

Finance

Swiss Financial Services Company Elevated Security Standards of Salesforce Documents with XfilesPro

Finance

Insurance Services Provider Safeguarded The Confidentiality Of Salesforce Documents With XfilesPro

Healthcare

Aussie Healthcare Provider Boosts Workflow Efficiency In Salesforce With XfilesPro

Finance

Islamic Financial Services Company Elevated Community User Experience In Salesforce With XfilesPro

Cattle Genetics

XfilesPro Helps Cattle Genetics Provider Take Precautionary Actions Against Storage Overloading In Salesforce

Law Firm

US Law Firm Identifies XfilesPro As The Top-Notch App To Build Folder Structure In Salesforce

Logistics

Logistics Company Migrated Documents Generated Through Revenova From Salesforce To SharePoint Using XfilesPro

Government

Australian Government Company Unlocked Document Management Success In Salesforce With XfilesPro

Waste Management Company

Waste Management Company Automated Document Generation & Migration in Salesforce with XfilesPro

Manufacturing

XfilesPro Helped Product Manufacturer Share Documents From Salesforce Even After Their Migration to OneDrive

Aviation

Aviation Parts Distributor Weaves Document Management Efficiency In Salesforce With XfilesPro

Real Estate

Real Estate Company Achieves Smooth Document Management Operations In Salesforce With XfilesPro

Healthcare

Eye Care Provider Achieved Automated Document Generation And Storage Management In Salesforce With XfilesPro

Staffing Services Provider

XfilesPro Safeguarded Salesforce File Storage Space For A 47-Year Staffing Services Provider By Preventing Cap Limitations

Finance

XfilesPro Automates a Century Old Financial Services Provider’s End-to-end Document Workflow in Salesforce

Finance

XfilesPro Helps Insurance Company To Ensure The Retention Of Salesforce Documents Despite Its Exceeded Storage Capacity

Energy Company

Two Decade-old Energy Company Leaps into Seamless and Modern Document Management in Salesforce with XfilesPro

Aviation

XfilesPro Helps Aviation Services Provider Move Documents Generated by AvSight From Salesforce to SharePoint

Healthcare

Healthcare Insurance Company Built a Customized Folder Structure to Arrange Salesforce Files in S3 with XfilesPro

Automotive

Automotive Leader Moved Massive Volume of Files From Salesforce to OneDrive in One Go with XfilesPro

Education

University in Poland Optimized Their Overloaded Salesforce File Storage Space with XfilesPro

Finance

XfilesPro Moved Financial Services Provider’s Whatsapp Files Generated in Salesforce to SharePoint

Aviation

Aircraft Materials Company Migrates the Files Generated Through a 3rd Party App from Salesforce to SharePoint

Healthcare

Revolutionizing Document Generation: How XfilesPro DocuPrime Transformed Operations for Acute Physical Therapy

Automobiles

Transforming Efficiency: How XfilesPro DocuPrime Revolutionized The Hail Group’s Invoice Generation Workflow in Salesforce

Manufacturing

Hardware Manufacturers In Australia Took Salesforce File Management Game To The Next Level With XfilesPro

Non-Profit

European Non-profit Procured Salesforce File Access Control Capability with XfilesPro

Chinese Venture Capital Company

Chinese Venture Capital Company Sets Strong Criteria to Access Salesforce Files with XfilesPro

Non-Profit

Non-profit can Manage Any no of Salesforce Community Users Without Storage Hassle

Manufacturing

US Manufacturer Automatically Moved a Large Volume of Salesforce Files to Shared Drive with XfilesPro

IT Firm

Two Decades Old IT Firm Automated the Migration of Salesforce Files to SharePoint with XfilesPro

Construction

Canadian Building Materials Company Ensured Strong Security To Salesforce Files With XfilesPro

Manufacturing

European Manufacturing Company Solved File Storage Management Challenges In Salesforce With XfilesPro

Finance

XfilesPro Helps US Insurance Company to Achieve Cost-effective File Migration from Salesforce

Manufacturer

Global Electronics Manufacturer Accomplished Security Guidelines By Moving Salesforce Files To S3 With XfilesPro

Solar Energy Group

Italy’s Top Solar Energy Group Sought XfilesPro’s Help to Move their Salesforce Files to SharePoint

Software Company

NAC Group preferred The Game-Changer for Salesforce File Management Though XfilesPro

Finance

Switzer Daily, A Leading Australian Financial Advisory Company Turns To XfilesPro For Salesforce File Management Solutions

Construction

A US Startup Embraced Automation To Take Care Of Its End-To-End Salesforce File Management With XfilesPro

Oil & Gas Company

USA’s Leading Oil & Gas Company Sought XfilesPro’s Help To Enhance Their File Management In Salesforce

Real Estate

Holland’s Top Real Estate Company Leveraged its Files with XfilesPro’s Folder Structure

logistics

US Logistics Services Company Took Precautionary Measures To Never Run Out Of Salesforce File Storage Limit With XfilesPro

Finance

BloomWealth, A Leading Tax & Financial Advisor Based In Sydney, Sought The Help Of XfilesPro DocuPrime To Automate Their Documents In Salesforce.

Finance

XfilesPro proves to be the ultimate file management solution for Gregory & Appel, Inc, an independent risk management advisor.

Telecommunication company

euNetworks Spearheads Innovative File Management with XfilesPro in Salesforce

Healthcare

20 Years Old US Healthcare Services Provider Made Salesforce File Management a Walk in the Park with XfilesPro

Software Company

Soon After the Adoption of Salesforce, a US Payroll Software Company Reimagined File Management Experience with XfilesPro

Manufacturing

TSEA Energia in Brazil Turns to XfilesPro for File Management Solutions

Finance

ActOn Wealth Chooses XfilesPro to Reimagine File Management Experience in Salesforce

consulting service

Top Choice for File Management: XfilesPro for Bricoleur Technologies, A Leading Salesforce Consulting Service

Government Agency

New Zealand Government Agency Paves the Way for Innovative File Management Strategies in Salesforce with XfilesPro

Manufacturing

One of the Largest Global Manufacturers Leveraged XfilesPro to Move 40TB of Salesforce Files to SharePoint

IT Company

XfilesPro Cleared up the Overloaded Salesforce File Storage Space of a Three-Decade-Old IT Company Using SharePoint

Refrigeration And HVAC Services Company

A 150-year-old company in Refrigeration and HVAC Services Selects XfilesPro for Streamlined File Management

Manufacturing

US Machinery Manufacturing Company Took the Manual Work Completely Out of Document Generation Process with XfilesPro DocuPrime

IT Company

XfilesPro Helps a Sydney Based IT Company to Optimize its Overloaded Salesforce File Storage Space Using AWS S3

Facial Feminization Company

Spain’s Leading Facial Feminization Company Turns to XfilesPro for Salesforce File Management Solutions

Construction

Nashville’s Leading Construction Company Sorted Their Salesforce File Management Setbacks with XfilesPro

Manufacturing

Global Machinery Manufacturer Trusts XfilesPro For Salesforce File Management

Finance

A Modern Insurance Service Provider Insured Their Salesforce File Management Excellency With XfilesPro

Gaming

A World Renowned Gaming Website Used XfilesPro to Streamline Salesforce File Management by Addressing Data Movement Concerns Too

Food

A Century-Old Australian Food Company Embraced Automation to Move Files From Salesforce to AWS S3 with XfilesPro

manufacturing

A 100-Year-Old Swiss Company Optimized Its Overgrown Salesforce File Storage With XfilesPro

Real Estate

Leading Commercial Real Estate Integrated Enhanced File Management in Salesforce with XfilesPro

Finance

Leading Insurance Company Transformed Their Salesforce File Management Experience with XfilesPro

Background Investigation Firm

A Fastest Growing Background Investigation Firm

Staffing & Recruiting Services Provider

A Leading Staffing & Recruiting Services Provider

Manufacturing

A Top Global Provider in the Medical Device Manufacturing Sector

Real Estate

A Two-Decade Old Real Estate Company

Tourism Industry

A Tourism Industry Startup In The Middle East

Asset Management Services Company

An Australian Asset Management Services Company

Manufacturing

A Four-Decade-Old Industrial Machinery Manufacturing Company in the Netherlands

Fintech

A Powerful Leader In Europe’s Fintech Sector

Non-Profit Organization

A Non-Profit Organization in Texas for Children’s Welfare

Laundry Services Provider

A 30-Years-Old Premier Laundry Services Provider in Virginia

Finance

World’s Largest Accounting Firm

Community Market Management Firm

Australia’s Largest Community Market Management Firm

Imaging & Electronics Company

Japanese Imaging & Electronics Company

Legal Industry

Salesforce File Management for Legal Industry

Manufacturing

World’s #1 Machine Vision System Manufacturer Digitized it’s Salesforce File Management with XfilesPro

Biopharmaceutical Company

Leading Biopharmaceutical Company Unlocked Optimized Salesforce File Storage through SharePoint Integration using XfilesPro

Finance

Salesforce File Management for Financial Industry

Legal Agency

Legal Agency Leveraged XfilesPro’s External File Collaboration Capabilities For Superior File Management Experience

Transportation & Logistics

Salesforce File Management for Transportation & Logistics Industry

Media & Entertainment

World’s Largest Media & Entertainment Company Paves the Way to Salesforce File Management Excellence with XfilesPro.

Software & Technology

Leading Software & Technology Firm Seamlessly Integrated Google Team Drive Using XfilesPro & Resolved It’s File Management Concerns

Engineering & Construction Company

Leading Engineering & Construction Firm Specializing In Life & Health Sciences Uses XfilesPro & Smoothly Manages Salesforce Files Using Sharepoint

Technology Company

XfilesPro Helped Search Technology Company Automatically Handle Leads & Modify Documents Through External Collaboration With Google Drive

Real-Estate

Popular Hawaiian Real-estate Firm Overcome Their File Management Challenges By Moving Files Into Google Drive

Construction

Leading Home Remodeling Company Upgraded Their Business Operations By Leveraging SharePoint Using XfilesPro

Manufacturing

Multi Salesforce Org integration for Seamless file collaboration & external storage in SharePoint..

Education

Leading US University stored their Salesforce Community user files in Google Drive using XfilesPro.

Logistics

CL Services, a top US based 3PL service provider optimized their Salesforce file storage with XfilesPro

Marketing Sign & Lighting Company

A leading marketing sign & lighting company handled their Salesforce files in a sorted & synchronized way in Google Drive using XfilesPro

Sports Company

XfilesPro helped a leading sports promotion & governing company in the US reduce high Salesforce file storage costs

Oil & Gas

A Leading Oil & Gas Solution Provider, Stored & Collaborated all their Salesforce Files Externally in OneDrive using XfilesPro

Law Firm

XfilesPro Helped Israeli Law Firm Move all their Attachments from Salesforce Gmail Extension to Google Drive

Finance

XfilesPro offered an external file storage facility for a huge number of files and accommodating for all the compliance issues

Finance

XfilesPro replaced a legacy system & helped the insurance firm store Salesforce files in an external system.

Marketing Firm

XfilesPro helped the marketing firm migrate 28K+ files without changing the existing folder structure

Healthcare

Leukaemia Foundation linked 6k+ files with their Salesforce system by keeping the files in Amazon S3

Non-Profit

XfilesPro offered customized solutions in order to meet ECAD’s specific file storage requirements

Construction

Seamless access of externally stored Salesforce files through mobile devices with Salesforce 1 environment

Xtend Global

XfilesPro Best Met Xtend Global’s Salesforce File Storage Management & Customized Folder Structure based on Departmental Needs

Healthcare

XfilesPro offered a file storage solution that seamlessly shared and collaborated all the files to external storage Google Drive

Get the Latest XfilesPro News & Updates

Stay informed with the latest features, updates, and insights from XfilesPro. Subscribe to our newsletter for exclusive news, tips, and industry trends delivered straight to your inbox.

XfilesPro is an advanced document management application for Salesforce that offers doc gen, eSign, document storage, and collaboration solutions.

quick links

Help

Contact Us

@ 2025 XfilesPro Labs Pvt. Ltd. All Rights Reserved