Stronger Together: DataArchiva is Now Part of XfilesPro
If you’re a Salesforce customer, you don’t need an introduction to XfilesPro and DataArchiva. Trusted by over 1,000 companies, XfilesPro elevates Salesforce users’ document management experience through seamless external storage integration (SharePoint, AWS S3, Google Drive, OneDrive) and a powerful DocGen suite for document generation and lifecycle management. DataArchiva, on the other hand, offers a fully-fledged platform to archive and back up Salesforce data. Both XfilesPro and DatArchiva have become popular applications in the Salesforce ecosystem over the years. Now, both platforms have united as one! Yes, that’s no mistake you read — XfilesPro and DataArchiva have come together under one roof for the next level of innovation. Previously part of CEPTES Software, DataArchiva officially transitioned to XfilesPro Labs in 2024 following a strategic de-merger. Why did this happen? This move strengthens XfilesPro’s vision of delivering an all-encompassing document and data management suite for Salesforce customers. How does this transition affect XfilesPro and DataArchiva customers? Let’s find out! What Does This Transition Mean for Our Customers? With DataArchiva becoming a part of XfilesPro, we are excited to provide our customers with expanded access to enterprise-grade archiving and backup solutions alongside our industry-leading document management and generation capabilities. Here’s what is in store for our customers; One Suite, Zero Hassle Managing documents and data across different vendors can be complex and time-consuming. With XfilesPro and DataArchiva now under one suite, our customers can seamlessly handle both structured and unstructured data within Salesforce. This unified approach simplifies workflows, reduces integration challenges, and eliminates the hassle of juggling with multiple providers. Exclusive Offers for Customers As part of this integration, existing XfilesPro customers will have access to exclusive discounts, personalized deals, and tailored integrations with DataArchiva. This ensures a smooth transition for those looking to expand their data management strategy without disrupting the operations. Through this, we aim to reward loyalty while making enterprise-grade solutions more cost-effective for our customers. Future-ready Data and Document Management Businesses need a long-term approach to managing their Salesforce data and documents to ensure compliance and scalability as they grow. With XfilesPro and DataArchiva combined, organizations can implement a long-term strategy for secure storage, structured archiving, and seamless retrieval for efficient and optimized performance in the long run. Enhanced Compliance and Performance With AI-powered data archiving and automated backup capabilities, businesses can now ensure complete audit readiness and robust data security as optimized storage solutions reduce unnecessary costs, improve system performance, and keep compliance risks at bay. Whether it’s industry regulations or internal governance policies, our combined suite keeps the customers ahead with best-in-class compliance measures. Looking Ahead: The Future of Unified Data and Document Management The integration of DataArchiva into XfilesPro was just the beginning. As we continue to evolve, we deliver smarter, more efficient, and future-ready solutions with a major focus on; More AI-driven Automation Leveraging advanced AI intelligence, we enhance search capabilities, compliance monitoring, and lifecycle automation for increased efficiency and productivity. Stronger Salesforce Integrations Our commitment to seamless connectivity continues to grow, expanding integrations across multiple Salesforce Clouds and industry-specific applications, ensuring effortless data management. Smarter Governance and Retention Policies We empower enterprises with intelligent governance tools and enable them to define and enforce customized data and document retention policies. A Future-Ready Suite for Salesforce Enterprises The integration between XfilesPro and DataArchiva goes beyond product expansion—it marks a significant step toward creating a seamless, all-in-one document and data management ecosystem within Salesforce. From efficient file collaboration and automated workflows to structured data retention, XfilesPro customers now have a 360-degree solution to streamline critical business information. And the best is yet to come! If you’re an XfilesPro customer, now is the perfect time to explore DataArchiva’s solutions and unlock exclusive benefits. To know more about XfilesPro and DataArchiva, get in touch with us today! Deeshna CDeeshna is a five-year experienced writer in the field of B2B, writing a wide range of content types that drive the success of SaaS products. All Posts www.xfilespro.com
XfilesPro Labs: The Journey, the Vision, and What’s Next for You
Are you a Salesforce user? If so, you’ve likely heard of XfilesPro—the #1 document management solution for Salesforce. Trusted by over 1,000 companies and 550K+ users across industries, XfilesPro redefines document management. With seamless storage integration (SharePoint, AWS S3, Google Drive, OneDrive) and a powerful DocGen suite for document generation and lifecycle management, XfilesPro delivers a complete, efficient, and secure document experience for businesses. Recently, XfilesPro took one of the biggest leaps in its history. Launched in 2014, XfilesPro has spent over a decade revolutionizing document management as a flagship CEPTES product. In 2024, it took a bold new step, de-merging to become an independent entity, ready to drive even greater innovation, namely XfilesPro Labs. Why did this transition happen? Moreover, what does this shift mean to you if you’re one of our customers or a Salesforce customer? Let’s find answers to your questions in this article. Firstly, let’s look into CEPTES Software. A Key Player in the Salesforce Ecosystem Launched in 2010, CEPTES Software is a one-stop destination for enterprises across sectors seeking Salesforce and partner solutions with a strong presence in the US, APAC, and ANZ. CEPTES offers several Salesforce services like digital transformation, multi-cloud implementation, data cloud, data integration and migration, product and solution development, advisory, DevOps, QA services, and Agentforce. The company primarily focuses on industries including fintech, logistics, media, telecom, hi-tech, retail, manufacturing, digital commerce, health-tech, and real estate. With over 15 years of proven expertise, CEPTES has successfully partnered with more than 1000 customers globally and is a distinguished Salesforce Summit Partner and three-time Partner Innovation Award winner. The significant transformation that happened in the evolution of the organization was when Saksoft announced the acquisition of CEPTES Software in 2024. A leading technology provider offering application engineering, data analytics, cloud, infrastructure, cybersecurity services, quality assurance and testing, Saksoft obtained CEPTES to deliver comprehensive, data-driven solutions tailored to the specific needs of its customers across industries. The Vision: Why XfilesPro Labs? The transition to become a distinct enterprise wasn’t just a change in our functional structure. It was a strategic move to drive faster innovation, deeper specialization, and a stronger customer experience. A More Focused Approach As a standalone company, XfilesPro Labs can fully concentrate on transforming the document and data management realm within the Salesforce ecosystem. Greater Agility The shift to XfilesPro Labs empowers us for quicker decision-making, faster product enhancements, and better responsiveness to customer needs. Stronger Innovation With a dedicated team and resources, we are poised to introduce cutting-edge solutions that redefine document and data management for businesses. Commitment to Salesforce-First Excellence As a Salesforce-first expert, XfilesPro Labs will continue refining its products to seamlessly integrate with and enhance the Salesforce experience. What’s Next for You: The Future of XfilesPro Labs The transition to XfilesPro Labs is more than just a change in our business model. It’s more about how our customers benefit from this shift. Here’s what the foundation of XfilesPro Labs means to our customers; Enhanced Product Innovation XfilesPro Labs pushes the boundaries of document management in Salesforce by introducing cutting-edge features and AI-driven enhancements. This transformation ensures that innovation remains at the forefront, delivering continuous improvements to optimize workflows. So, customers can expect faster, smarter, and more intuitive solutions that evolve with their business needs. AI-powered Document Management With the introduction of next-gen advancements like X-agent, the AI-enhanced assistant for the XfilesPro product suite, our customers can experience an entirely new level of intelligent document handling. Here, automated workflows will eliminate manual processes and improve efficiency while ensuring accuracy and compliance. More Flexibility and Scalability XfilesPro Labs is designed to support businesses of all sizes with scalable solutions tailored to their unique requirements. Whether it’s automated storage for large datasets, advanced compliance measures, or secured cross-team collaboration, customers will have the flexibility to choose what suits them best. This ensures seamless adaptability to their changing document management needs. Unmatched Customer Support Operating as an independent entity allows XfilesPro Labs to invest even more in customer success. From dedicated training programs to personalized support, businesses will receive hands-on assistance at every stage. Most importantly, our commitment to customer experience ensures faster issue resolution, deeper product understanding, and long-term value for every user. However, the inception of XfilesPro Labs goes beyond innovation and building trust. The transformation also paved the way for DataArchiva’s union with XfilesPro Labs. You read it right! DataArchiva is Now a Part of XfilesPro Labs Another exciting milestone we crossed in this journey was when DataArchiva (previously a CEPTES product), an advanced data management suite for Salesforce, merged with XfilesPro Labs. This strategic move sets us up to strengthen our position as a leading provider of document as well as data management solutions for Salesforce. The integration of DataArchiva with XfilesPro Labs offers; End-to-End Document Management With DataArchiva joining with XfilesPro Labs, our customers can have a unified solution for both document and data management within Salesforce. XfilesPro ensures external document storage and collaboration, while DataArchiva offers Salesforce data archiving and backup solutions based on requirements. Together, they create a comprehensive suite that simplifies Salesforce data governance while enhancing operational efficiency. Unmatched Compliance and Security Managing both structured and unstructured data is now more streamlined while staying audit-ready for our customers. Advanced security protocols safeguard sensitive information, while automated compliance measures help meet regulatory demands with ease. This allows businesses to focus on growth without worrying about data security and compliance challenges. One Ecosystem, Boundless Innovation By combining archiving, backup, storage, collaboration, and automation, XfilesPro Labs revolutionizes how enterprises handle Salesforce data. With a relentless focus on innovation, customers can expect smarter, faster, and more scalable solutions for their ever-growing data and document management needs. Thank You for Being Part of Our Story Our journey to XfilesPro Labs was revolutionary. At the heart of this journey are our customers, partners, and stakeholders who have placed their trust in XfilesPro, shaping our growth and success. Over the past decade, what began as a simple storage integration tool
Beyond Business: The Vision and Values of XfilesPro
Whether intentional or not, every company upholds certain values. At XfilesPro, our values are not just principles. We live by our beliefs and ensure that they resonate with our hearts. That way, we accomplish XfilesPro’s business objectives with a sense of fulfilment. What We Do at XfilesPro? We are a dedicated Salesforce partner focused on transforming the digital landscape through advanced applications on AppExchange. Previously part of CEPTES, we evolved into an independent ISV entity, namely XfilesPro Labs in 2024 by marking a new chapter in our journey of innovation and growth. We leverage the latest technological advancements to resolve the complex challenges of Salesforce users and make their lives easier. To achieve this goal, we build comprehensive applications in-house. Over the years, we have empowered Salesforce users to efficiently create, store, and collaborate on documents through our applications — XfilesPro Doc Gen for automated document generation and XfilesPro for document storage and collaboration. Similarly, we handle their data archival and protection demands through DataArchiva’s native, external, and backup applications. Recently, we rolled out two more apps, one for automated email management and the other for data extraction from Salesforce documents. Named Xmailbox and Xtract, both applications leverage the power of Artificial Intelligence. With over 1,000 customers across 20+ countries and 15+ years of rich experience, XfilesPro has become a trusted partner for businesses seeking comprehensive, unified solutions to manage documents effortlessly and reliably. Principles That Drive Us Forward Since our inception, we have focused on excelling in business while doing good for our people and the communities we serve. Our exceptional values set us apart in terms of culture and help us foster a robust relationship with our employees, customers, and investors. Our Vision We envision transforming the digital landscape with solutions that inspire growth, elevate innovation, and exceed expectations in every client partnership. Our Mission We aim to continuously innovate and redefine digital solutions, enabling our clients to grow, excel, and stay ahead in an ever-evolving digital landscape. Artboard-34 Our Values We uphold the highest ethical standards in every partnership, prioritizing collaboration, innovation, integrity, and customer success—all while staying true to our core values. Our values are; The Pillar of Leadership at XfilesPro Strong leadership is the foundation of meaningful principles. We are proud to have Mr. Harish Kumar, the founder and CEO of XfilesPro, at the helm of our journey, whose vision drives innovation, fuels growth, and upholds our core values of integrity and customer success. His forward-thinking leadership ensures a dynamic and purpose-driven future for XfilesPro. “Beyond business, XfilesPro serves some purpose that shapes our identity. We aim to create lasting values for the people and communities, which is also integral to our definition of success,” says Harish Kumar. With Harish, we have a group of people who work together to accomplish XfilesPro’s goals. We understand the gravity of our company’s principles and strive to uphold them in every decision. It’s our determination to fulfill XfilesPro’s principles. We are a team! We are XfilesPro! Deeshna CDeeshna is a five-year experienced writer in the field of B2B, writing a wide range of content types that drive the success of SaaS products. All Posts www.xfilespro.com
What is Xtract? An Ultimate Guide to the AI-enhanced OCR App for Salesforce
OCR is no longer a foreign concept for us. We witness a lot of businesses leveraging Optical Character Recognition (OCR) programs as part of their daily operations — and now, Salesforce users also rave about its potential. If you’re still unsure how OCR can add value to your business, let us help you learn about it in detail. In simpler terms, OCR is a technology that recognizes text within an image. Businesses often use an OCR program to extract and repurpose data from scanned documents, camera images, and image-only PDFs. OCR software identifies individual characters, assembles them into words, and then forms complete sentences — that way, transforming static images into machine-readable text. With advancements in artificial intelligence (AI), OCR has evolved to the next level. It’s no longer a conventional OCR that simply extracts information from a Salesforce document; it is an advanced solution that offers greater work efficiency. Let’s discuss some key benefits of AI-powered optical character recognition technology in your Salesforce environment. Higher Accuracy Manual data entry is prone to errors, causing inefficiencies and reputational damage for your business. Having a modern OCR program eliminates the need for manual typing by automatically extracting text from files and attachments inside Salesforce. This makes your documents and image files easily searchable and processable and ensures high data consistency. Improved Scalability Whether your business is small or large, an AI-enhanced OCR technology can meet both demands. That means an optical character recognition software is designed to grow with the evolving needs of your company and can handle a small business’s document processing needs as effectively as those of a large enterprise. Faster Turnaround Time Due to cumbersome tasks that create expensive bottlenecks, traditional document processing workflow mostly gets delayed. This results in customer dissatisfaction and inefficient operations that ultimately take a toll on your brand reputation. An OCR system can accomplish accurate data extraction in a matter of seconds, which saves 98% of time and reduces process delays. The Ultimate Solution Now that you understand the advantages of AI-powered OCR technology, let us introduce you to Xtract, an AI-powered application for extracting details from your business documents. What is Xtract? Xtract is the newly launched AI-enhanced application from the house of XfilesPro. Leveraging OCR technology with the power of AI, the application extracts textual information from a Salesforce document and uses it for a relevant use case. Xtract’s AI engine is so robust that it scans every document and image associated with a record and automatically initiates extraction. Once the data is pulled, the application maps them precisely with respective Salesforce fields to keep the details up-to-date. The best part is that Xtract’s AI engine ensures the accurate and consistent entry of extracted details to the fields, meaning you can achieve peace of mind. Xtract’s OCR technology can be applied in a variety of business scenarios to enhance efficiency and accuracy. Here are some of those. Invoice Processing : Automating the extraction of data from invoices, receipts, and financial statements by speeding up the accounts payable process. Handwritten Notes Recognition : Efficiently digitizing doctors’ handwritten prescriptions and notes for easy access in the healthcare domain. Receipt Scanning : Extracts the purchase details of expense management and pulls the relevant details as a helping hand for workers in retail and e-commerce. Digitization of Books & Study Materials : Converting printed books, guides, and journals into digital formats for smooth learning and reference. Form Processing : Intelligently automates the data entry for tax forms, census records, and permit applications for the legal and government sector. Taking OCR to the Next Level with AI and Xtract If your business needs to improve the bottom line and enhance customer experience, Xtract can be a wise addition to your operations. If you wish to learn more about how best Xtract can work for your business, do Connect with us! Our team is happy to take this forward! Deeshna CDeeshna is a five-year experienced writer in the field of B2B, writing a wide range of content types that drive the success of SaaS products. All Posts www.xfilespro.com
Introducing Get Files: An Advanced XfilesPro Feature for Easier Document Sharing & Collaboration
Simpler document sharing and enhanced document collaboration are becoming more critical in business. Understanding the high and evolving demand for document-sharing capabilities among Salesforce users, XfilesPro has rolled out a new feature ‘Get Files’ in its latest release. It’s the advancement our application offers for Salesforce customers to streamline their daily document management experience. In this blog post, let’s discuss how Get Files empowers Salesforce users to ease their workflow. What is Get Files? Get Files is a new XfilesPro feature using which Salesforce customers can get required files from external users faster. The external users can share files through email and those will be automatically stored within the right folder. That means no manual hassle with a faster and more reliable process. This feature will take XfilesPro’s document management capabilities to a whole new level and add more power to the application’s document collaboration abilities. XfilesPro has been a pioneer in offering document generation, eSign, storage, and collaboration solutions to its global customers through AppExchange. How Does Get Files Work? Get Files adopts a link-sharing method to initiate the file-transferring process. Here, Salesforce users can easily generate a unique link directly from the XfilesPro application and share it with relevant stakeholders (external users) via email. Once the external users (partners, customers, etc.) receive the Get Files link, they can use the ‘Upload Files’ button to import any number of documents on the go. As mentioned above, these documents will be directly stored in the integrated external system inside the adequate folder so that your Salesforce file storage remains unaffected and document collaboration, access becomes hassle-free. In brief, the Get Files feature simplifies the file-sharing process for a better workflow. Now, let’s look into the benefits of this latest XfilesPro advancement. Simplified File Sharing Process It’s no longer manual uploading or sharing files in Salesforce, which often comes with complexities. With ‘Get Files,’ sharing Salesforce files and documents is like a cakewalk that gets done in a matter of a few clicks. No matter if it’s one or a large number of documents, this link-sharing feature allows you to upload documents to Salesforce in a shot. Efficient Document Collaboration Beyond fostering a seamless file-sharing experience, Get Files nurtures enhanced collaboration for Salesforce users. Whether it’s sharing project updates, soliciting feedback, or collaborating on documents, the innovative functionality empowers your team members and external people to simultaneously and efficiently work on documents regardless of their location or time zone. Centralized Document Management Having multiple platforms to store, access, and manage documents is highly onerous. Through Get Files, XfilesPro efficiently addresses this challenge by consolidating the file-sharing process within the app, resulting in centralized file management and organization for users. Here, your external system acts as a unified storage location to store all the uploaded documents, eliminating the need for disparate storage solutions. Robust Security Measures XfilesPro understands the importance of safeguarding sensitive information a document contains. This is the reason Get Files adopts strong and stringent security standards to secure your documents. From encryption protocols to access controls, the feature ensures the security and privacy of your files, giving you peace of mind. Seamless Integration If you’re wondering if the arrival of Get Files would cause any inconvenience to your existing workflow, fret no more! This advanced feature adheres to your processes and productivity tools. No matter if you leverage Email Clients, project management platforms, or cloud storage services, Get Files complements your existing toolkit, enhancing efficiency and collaboration across the board. Now that you understand the potential results that Get Files can drive for your business, you’re curious to explore the feature in action. To see how Get Files works for your business, schedule a demo with one of our product experts! Deeshna CDeeshna is a five-year experienced writer in the field of B2B, writing a wide range of content types that drive the success of SaaS products. All Posts www.xfilespro.com
How Does XfilesPro Make Document Sharing Secure and Seamless in Salesforce?
Every business is built on teamwork. And, the success of teamwork is defined by effective communication and collaboration among teammates. One of the key components of efficient collaboration is document sharing inside Salesforce. Whether it’s sharing reports, proposals, presentations, or other vital documents, the ability to seamlessly exchange information inside the CRM is crucial for boosting productivity and innovation. It’s the driving force behind achieving business goals. The most popular document management application for Salesforce, XfilesPro understands the significance of securely and effortlessly distributing documents within the Salesforce platform. So, XfilesPro offers many advancements to streamline this everyday process. The Enhanced Security Model for Document Exchange XfilesPro provides two distinct capabilities based on whom you share the document in order to facilitate the information exchange between multiple parties. Let’s look into each of those. Internal Document Sharing: Here is where you can share files, documents, and information within a team or organization. This type of sharing occurs among employees, departments, or project teams who work together within your company. The key purpose of internal document sharing is to effectively collaborate, communicate, share knowledge, and enable workflow management for your employees. To ensure security during this process, XfilesPro upholds certain standards. XfilesPro permits only authorized persons to share documents with other users, profiles, and groups. Here, Admins have complete control over deciding who can be entitled as authorized users and the authorized users can decide who can view, edit, and delete a file. This means that any unauthorized individuals do not share or access your Salesforce documents so you can rest assured about its security. External Document Sharing: This involves sharing documents and information with individuals or entities outside of your organization. To be specific, external document sharing occurs with external stakeholders such as leads, vendors, partners, customers, or suppliers. The key purpose of this way of document sharing is to enhance collaboration and communication with external parties, which is vital to the business’s success. To ensure security during external document sharing, XfilesPro has a specific criterion to meet. While sharing a document, the owner of the document needs to share a password-protected link via email to the external user. This link is one-time usable and has a certain validity time defined by the owner. Therefore, it is ensured that the document remains inaccessible to irrelevant users without the owner’s permission. In brief, XfilesPro leaves no stone unturned to cause a security breach on a document while sharing with internal or external people. Going Above and Beyond to Preserve Document Security XfilesPro’s commitment to security extends beyond document sharing. As you know, XfilesPro takes care of your complete document management in Salesforce. To not let your business suffer from the limited storage space of the CRM app, XfilesPro moves your files from Salesforce to any of your preferred external storage including SharePoint, AWS S3, Google Drive, and OneDrive. Here, most users are worried about document security post-migration to external storage. The good news is that XfilesPro has many more advanced capabilities that safeguard your documents in the outside repository. Here are two of them. Access Control: This is the fundamental component of document security which empowers Admins to provide user/profile level control on document creation, deletion, download, and upload. That means Admins can define which user/profile should obtain different kinds of document control in the external storage. Access Control plays a crucial role in safeguarding the confidentiality of the file and mitigating risks of breaches. Folder/File Preserve: You can leverage the benefits of Folder/File Preserve functionality by enabling the document deployment to a particular user/group/profile. This functionality ensures that only people who belong to any of these categories will be able to access a particular document. Here also, the owner can decide who needs to be added under any of these categories and what documents they can use. Again, security is guaranteed! In a nutshell, XfilesPro delivers superior functionalities to ensure document security in Salesforce. If your business wants to secure Salesforce documents with XfilesPro, please connect with one of our experts. Deeshna CDeeshna is a five-year experienced writer in the field of B2B, writing a wide range of content types that drive the success of SaaS products. All Posts www.xfilespro.com
How Xfilespro Has Transformed to 10x Faster: A Comprehensive Guide
When a business looks to leverage an advanced application to manage documents better in Salesforce, they expect the app to meet their document management needs efficiently as well as perform faster without impacting user experience. A document management application needs to be seamless & easy to use, especially when a user is dealing with a large number of documents daily. As the #1 document management application built for Salesforce, XfilesPro is well aligned with today’s business demands & customer needs. To take our application to greater heights, we started a journey to become ’10X faster & we are happy that we accomplished that in a quick period. A Journey of Continued Innovation and Success Being a decade-old document management application for Salesforce, XfilesPro is the most trusted choice for Salesforce customers from around the globe ranging from multiple industries. From entering into the ecosystem as an application to optimize the Salesforce file storage space to a fully-fledged platform that mitigates a wide range of pain points of the users related to document management, XfilesPro has taken a significant transformation over the years. Today, XfilesPro is capable of elevating the document workflow, offering innovative functionalities such as automated document generation in Salesforce, eSignature, external storage integration, seamless collaboration, etc. Let us make it more clear. If your business demands integration between your Salesforce with SharePoint, AWS S3, Google Drive, or OneDrive to enable document migration from the former to the latter, XfilesPro acts as the perfect integration tool. Faster, Smarter, Better: The XfilesPro Advantage With all those advancements to offer, XfilesPro further upgraded by embracing the face of rapid implementation and processing methods that are newer and agile, with modern features that fulfill users’ needs. There are some prominent aspects that define the meaning of 10x faster for XfilesPro. Let us look briefly at each of those. Faster to Install and Configure: Unlike other document management apps, XfilesPro doesn’t require complex configuration processes or comprehensive documentation to get done with its installation. Instead, it acts as a self-guided application that provides easy, in-app steps to establish a seamless integration between Salesforce and your preferred external storage system, eliminating the need for extensive technical expertise or assistance from the support team. Users can easily navigate through the setup process, customize settings according to their preferences, and start using the application without encountering major hurdles. In fact, XfilesPro enforces a Do-it-Yourself (DIY) model, which ultimately results in faster implementation time, enhancing user satisfaction by minimizing frustration, complexity, and time. Faster Adoption and Usage: As the adoption is faster, XfilesPro reduces the comprehensive learning curve by empowering users to become proficient with the app more quickly. This leads to increased productivity as they can leverage XfilesPro’s file management capabilities sooner, resulting in time savings and efficiency gains. Additionally, faster adoption also ensures quicker deployment of XfilesPro’s advancements, such as improved document workflow, streamlined processes, and better collaboration among team members. Another greater benefit of XfilesPro lies where it functions as an admin-friendly application that is powered by intelligent automation. The application automates the end-to-end document management processes and eliminates unnecessary human interaction which causes productivity disruptions. Moreover, XfilesPro ensures extreme convenience for users by allowing them to create customized folder structures in Salesforce, tag content against specific columns in SharePoint, and upload multiple files with the added convenience of drag-and-drop functionality. This delivers a seamless experience managing files. Faster ROI: The faster it is, the quicker the Return On Investment it means. Firstly, XfilesPro drastically reduces the time and resources required for deployment, which ultimately drives cost savings associated with the implementation efforts. Additionally, the faster implementation and the adoption of the app make the users capable of experiencing its cutting-edge functionalities including seamless collaboration, which empowers the sales team with swift deal closure and the support team with quicker customer query resolution. This accelerated time-to-value also adds to ROI enhancement. The Fast Track to Success The conveniences that a 10x faster application like XfilesPro can bring to a growing business are enormous. Better Customer Experience: As XfilesPro enables quicker customer query resolution and improved on-time delivery of requirements, it results in high customer satisfaction. Reduced Time to Value: By expediting the adoption process, businesses can promptly integrate XfilesPro into their workflows, which helps users start leveraging its advanced capabilities without delay. Process Improvement: With XfilesPro, businesses can automate many routine file management tasks in Salesforce that implement smarter workflows and drive efficiency. So, why can’t you benefit from the ‘10x faster’ app to deal with your Salesforce files? To learn how XfilesPro can drive your success,connect with us. Deeshna CDeeshna is a five-year experienced writer in the field of B2B, writing a wide range of content types that drive the success of SaaS products. All Posts www.xfilespro.com
XfilesPro’s Guiding Principles: A Closer Look
“Quality is our commitment to excellence, ensuring that we deliver the highest standards of products and services to our customers.” XfilesPro came to the market in the year 2013. With the pondering thought of how to augment the file management experience in Salesforce, our experts sat together and birthed XfilesPro. The managing of files in Salesforce was taking a toll on the #AwesomeAdmins and this was the time even when the best practices of file management in Salesforce were not of any use. With the advent of XfilesPro in the AppExchange in the year 2013, there has been no looking back. With over 500 customers and 500K+ licenses, our customers are happy and exuberant as XfilesPro helped them automate their file migration process from Salesforce easier. Captain FiDo, our product mascot, joined XfilesPro to lead our customers on the right path. For the past year, FiDo has been monitoring the file management process and is also a constant support to its users. In this blog, FiDo is going to direct you toward our core values and the reason for our success. Also read: Everything You Need to Know About Captain FiDo Hi. I am FiDo. Your best companion to help you enhance your file management process in Salesforce with XfilesPro. As much as I have observed, the reason why XfilesPro still tops the bar of file management in AppExchange is because of our core values which are explained in detail below. Growing Together By integrating XfilesPro into your Salesforce, the scale of your success will be grown to a higher level. As we gain more customers results in our growth, by using XfilesPro, the organization also has its own set of perks. All our customers have increased their ROI, enhanced better productivity, had smooth file management in Salesforce, and many more after integrating Salesforce into Xfilespro. Customer Success XfilesPro gives its first preference to its customers. It makes sure that the requirements are met and also in some cases customizes the capabilities as per the customers’ choice. XfilesPro never fails to disappoint its customers and is always striving to give them what they came seeking. We Innovate XfilesPro is constantly innovating itself to serve its customers better. Pushing boundaries and thinking outside the box has always been their cup of tea to success. XfilesPro is striving to be at the forefront of technology and is committed to breaking the ground and delivering solutions for modern customers. Integrity XfilesPro considers integrity as the bedrock of success. Honesty, transparency, and ethical conduct are something they consider as a mainstay. XfilesPro believes that integrity is essential to succeed and the trust their stakeholders place in it. All the above core values are what made XfilesPro what it is today. Enduring a seamless file management experience in Salesforce today is one of the most essential aspects of success. These guiding principles have served as our beacon, showing us the way and paving the road to success. Together, we wholeheartedly embrace the spirit of creativity, unwaveringly uphold the principles of integrity, and strive to make a positive impact in all our endeavors. That was FiDo helping you understand XfilesPro’s core values from a deeper perspective. We are not anymore just a file management and storage optimization application but also have upscaled our capacity to help you automatically generate documents in Salesforce. XfilesPro and XfilesPro DocuPrime have been working hand in hand and helping several organizations to have their success redefined. If you are looking to know more about how the products work, our product experts are always there to help you comprehend them better. Why wait? Click on the link below and get yourself a free demo. AMARLAL
To the great year of 2022, we look back with a lot of pride & happiness.
XfilesPro has been on a long venture. Our customer journey value had always been on point because our prime motive was always to have a customer-friendly experience on XfilesPro. Easing into the skin of the game for file management and external storage integration in Salesforce, XfilesPro has been the customer’s favorite since its inception. This blog is just our expression of gratitude through numbers and also gives an insight into how much you customers gave us this year. So, let’s get started. Closed Our 500th Customer This was a number out of our reach when we first started his product. But with your interest in us, times have changed and we are frontiers in file management in Salesforce. On-boarded 20 New Partners We believe that collaboration is a much-needed aspect of today’s business world. We slowly started with a few partners and now we have grown to have 20 partners. XfilesPro DocuPrime was launched Our latest baby XfilesPro DocuPrime came into existence this year. This top-gen Salesforce app is for creating documents automatically. Trust us, this is going to be a lifesaver in the near future of the Salesforce ecosystem. Captain FiDo – Product Mascot of XfilesPro Completing 9 years in the Salesforce ecosystem, we gifted XfilesPro with a new buddy, Captain FiDo. Being an empathetic and smart leader, hereafter you will have captain FiDo alongside joining you guys in the ocean of file management. 5 New Features were included in the App To improve customer experience and usability, XfilesPro extended its functionalities with 5 new features. They are: SharePoint Tagging Google Drive Folder Syncing SharePoint Online Support SharePoint Online Folder Structure Multi-org File Integration 500K+ Licensed Users 9 years down the lane, we have 500k+ licensed users on a global basis. XfilesPro has been always the #1 file management on AppExchange and our customers have always kept their faith in us. 250M+ Files Uploaded File management is a chaotic affair in the Salesforce ecosystem. But since XfilesPro is in the market, around 250M+ files have been uploaded to different external storages as per the customer’s choice. 17+ Industry Footprint Files are an important aspect be it any field. XfilesPro is a versatile application that is being used across 17+ industries for their file management and external storage integration in Salesforce. 98% Renewal Rate With loyal customers having our back, we receive a renewal rate of 98% which is increasing year by year. This number stands as a true testimonial and we are very much grateful for this tremendous renewal rate. And now, with the year-end celebrations, and the Christmas and New Year Gala all around the world, team XfilesPro is content and happy for the hard work and dedication being paid off. Also, we wish you a very Merry Christmas and a Happy New Year. If you are looking for a file management application for your Salesforce files, you have reached the right destination. Hop into the XfilesPro train and have a chat with our product experts to get an extensive guide on the #1 file management application AppExchange. AMARLAL
The new Christmas Duo is here – Santa and Captain Fido. Plan Your Wish List Now.
Season’s Greetings y’all !! No one should be alone on Christmas – The Grinch. Even your exceeding Salesforce file storage should not be left unmanaged this Christmas. Watch your step wherever you go, because you may step on a mistletoe. Have you ever gone through such a situation wherein you hit the Salesforce file storage and had nowhere to export your files? All are aware of how pricey the extra Salesforce file storage is. Just as the Christmas saying goes “May your merry be large and your bills be small”, we completely agree with you. Hence to save you from this humbug, XfilesPro Santa is here to save your tinsel from the twist. The real Santa is here. This Santa is special. You will get to know about it in the later part of the blog. Before getting to it, let’s discuss some real-time sorrows. File management in Salesforce is a critical issue that runs around the clock every year considering the limited storage. The Salesforce files uploading to an external platform is really a huge problem to resolve. Christmas is always the time to do something extra. So this year why not treat yourself with the XfilesPro Santa? XfilesPro Santa mainly focuses on Salesforce file storage optimization. Whenever your Salesforce file storage is exceeded, you now know whom to rely upon. If you are still not getting an idea of how effectively the magic of XfilesPro works on your Salesforce files, keep reading through. Suppose with a growing number of users or steady growth of files, your Salesforce file storage exceeded. Now one thing you can do is brainstorm some ideas regarding Salesforce file management best practices. The plausible option you can come across is by Salesforce file upload to an external platform by manual means or by deleting some files and having your Salesforce file storage optimized. Now if you look at the Salesforce file storage costs, you will be at a real disadvantage. With your raging growth, there are high chances even this storage can get depleted soon. But what if just like the magic of the first Christmas snow, there comes a savior to help you vanish all the Salesforce file storage optimization concerns? Acting as a pathway, XfilesPro Santa along with its Captain FiDo elf is going to help Salesforce file upload to an external platform. You can move your desired or all files to any of the external cloud storages such as SharePoint, Google Drive, OneDrive, and AWS S3 or On-Prem systems such as SFTP, Network Drive, and SMB. Just like how Santa has the right idea to meet people once a year, XfilesPro can be initiated once and with the initial file uploading, and then there will be an auto file export done as per the needs. Forget the past with the present of XfilesPro. This merry season, free yourself from pending duties and enjoy Christmas the right way. Let’s make this December worth remembering. Christmas is here. Let’s make peace on Salesforce file storage, goodwill to Salesforce Admins, and make them enhance the Salesforce file storage management game with XfilesPro. XfilesPro is the number one application on AppExchange for file management and external collaboration. With XfilesPro Santa coming to you, 2023 is going to be your most productive year. Schedule a meeting with us and get to know more about XfilePro Santa. Wishing you a Merry and Fruitful Christmas. If you are writing a Santa wish list, you know what product should be the first on it. AMARLAL
