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Salesforce File Management For Legal Industry

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Overview

While the customers from the legal industry leverage the Salesforce CRM for client management, process standardization & productivity optimization, the sheer volume of Salesforce files & documents generated in the process pose a challenge to effective file management. These include challenges with storage costs, file collaboration, folder structure, file visibility, & much more. The problem further aggravates when enterprises use other third-party applications as well.

Download this industry case study to understand how enterprises from the legal industry are leveraging the #1 file management & collaboration application, XfilesPro to manage their Salesforce files better. Fill in the form to get a copy of the case study.