Leading Insurance Company Transformed Their Salesforce File Management Experience with XfilesPro

If you think about any popular insurance company from Switzerland, our customer’s name is the first to come to your mind. They are a prominent multi-line insurance organization with operations in both global and local markets. 

While managing a business with a team of 400 sales reps, our customer faced difficulties in the management of the growing volume of Salesforce files. The huge file volumes not only impacted the storage space but also added cost and slowed down the performance of the CRM app. So, they decided to address this challenge by hook or by crook.  

In addition, the customer needed to save daily inquiries from multiple prospects as opportunities in Salesforce. They wanted to automatically create custom folders with 16 levels of primary and sub-folders every time an opportunity record is made. Additionally, they wanted to ensure that only authorized users could access the files by using a strong access control strategy. 

With all these requirements on the plate, the insurance company struggled to find a perfect solution to meet their demands until they learned about XfilesPro. If you’re curious to know how XfilesPro helped them accomplish the file management goals, fill out the form on the left side and read the customer story.