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Our customer has been using a 3rd-party insurance agency software. With the change in business planning, they migrated all the files generated in the 3rd-party app to their Google Drive. This was the same time they adopted Salesforce to automate their sales process and service operations. So, they decided to connect their Salesforce with Google Drive for the efficient management of files. They wanted to achieve capabilities such as folder syncing, easy folder structure, bi-directional movement of files, and many more.
Out of thorough industry research, XfilesPro was the solution they figured out for their stringent demands. To know how XfilesPro accomplished the payroll software company’s requirements, please fill out the form on the left side and read the success story.