Financial advisory firms generate a lot of files after every meeting with their customers or prospects. Swtizer Daily of Australia was one such firm. Henceforth, the number of files that get accumulated in their Salesforce files with accounts, opportunities, and after-deal forms. This was slowing their entire working process and hence wanted freedom from this everlasting trouble. The combination of utilizing the Salesforce cloud platform alongside a third-party ERP system eventually posed challenges for our client in terms of file visibility, accessibility, and overall file management. To overcome these hurdles, they turned to XfilesPro, a solution that streamlined their file management processes. This case study delves into their experience and highlights how XfilesPro seamlessly integrated into their existing infrastructure, resolving their file management challenges effectively.
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