Customer Success Story
XfilesPro Empowers Fundraising Agency to Better Adopt Salesforce Through Efficient Document Management
- Industry
Fundraising Agency
- Storage
SharePoint
Overview
When a fast-paced digital fundraising agency shifted from SharePoint to Salesforce, they had one goal: make the transition smooth, smart, and secure. But moving thousands of legacy documents into a new system wasn’t just a migration task. It was a reinvention of how they worked.
They needed more than visibility. They wanted bi-directional sync between Salesforce and SharePoint — so files could move automatically, from either system, with zero friction.
Organization mattered too. They required a custom folder hierarchy in SharePoint, aligned with their Salesforce records, plus auto-generated subfolders every time a new record was created.
Then they learned about XfilesPro — the smart file management app that delivered everything they envisioned. From seamless integration to secure previews and automation-first workflows, XfilesPro helped the agency boost productivity, control costs, and truly embrace Salesforce.
Read the success story to learn more.
