Customer Success Story
Less Manual Work, More Productivity: XfilesPro’s Role in Efficient Document Management
- Industry
Manufacturing
- Storage
SharePoint
Overview
A leading US manufacturer struggled with scattered files, manual document handling, and poor visibility between Salesforce and SharePoint. Important CAD files, RFQs, and attachments were lost in the Salesforce storage, slowing response times and increasing errors.
With XfilesPro, they seamlessly connected Salesforce with SharePoint, organized files automatically based on relevant records, and enabled easy access without switching systems.
Want to see how they did it? Download the case study and explore the full transformation.
