Document Management Revolution: Highlights from Our London World Tour
Blowing the Trailblazer community away with some groundbreaking announcements on the ‘AI revolution,’ World Tour London buttoned up on a high note! Experiencing the potential of the event firsthand, we must say that World Tour London is your ticket to the future of tech. Because, Salesforce has launched its first-ever dedicated AI Center in London to deal with rising customer demand for the technology. This new space will allow industry experts, developers, and customers to collaborate on innovation and develop new skills. “AI has the potential to drive major growth for UK businesses – with the UK AI market predicted to reach over $1 trillion by 2035. To realize this opportunity, industry-leading experts must work together to develop innovative solutions and overcome obstacles,” says Zahra Bahrololoumi, CEO of Salesforce UK. Moreover, Salesforce has introduced over 200 new Data Cloud Connections, including integrations with social media giants Snapchat, LinkedIn, and Meta during the event. So, how can we resist ourselves from saying that World Tour London is a gateway to the future of tech? A One-of-a-kind Experience For XfilesPro, World Tour London was an outstanding opportunity to extend our footprint in the UK market. We debuted the event as a sponsor that brought a fully-fledged document management solution to empower Salesforce users. Here’s how our World Tour day at ExCel London went. Showcased the XfilesPro Potential We were thrilled to witness how the XfilesPro booth turned out to be a crowd-puller at the World Tour London. Trailblazers from around the world and varied industries including education, finance, and technology joined our experts to discover how XfilesPro can level up and streamline their document management experience in Salesforce. While a huge number of booth visitors showed interest in exploring our document generation application, the number of attendees wanting to learn more about the storage and collaboration app was even more. Based on their requirements, compliance needs, and challenges, Salesforce users voiced a variety of concerns. The best part was that XfilesPro knocked everyone’s socks off with its advanced functionalities! Our ground-breaking solution is a perfect fit for the European market as XfilesPro is packed with multiple functionalities along with security features. Customers can not only generate and store documents in their preferred location using XfilesPro, but the app offers eSignature, secure document sharing, secure document access, seamless collaboration, and much more. We were delighted to see the response and can’t wait to work with new European businesses. Building Global Connections Beyond hosting an amazing crowd at the booth, World Tour London also provided us with an opportunity to extend our network to hundreds of more Trailblazers. We were immersed in the pool of innovation seekers and business leaders who look forward to scaling nothing less than excellence in their business. We met, exchanged ideas, and talked business, all while having enormous fun. Needless to say, the post-event networking was the cherry on top, which opened the door to more business opportunities for us. We received a lot of partnership proposals, product queries, and many other chances to win together with the growing community. “World Tour London hit it out of the park! We met some tech enthusiasts who were in search of solutions for their document handling challenges. I’m glad they found XfilesPro” Says Harish Kumar, CEO & Co-founder of CEPTES Meeting More Trailblazers Although we connected with a massive crowd during World Tour London, we would like to meet many more. Because we understand that it’s high time Salesforce users need to supercharge their document management operations using XfilesPro. So, our team has decided to stay in London for some more days. We will meet our customers, partners, and anyone interested in elevating their business with us. If you missed visiting our booth during the event and would like to meet the team, please schedule a meeting. They are thrilled to see you! The Bottom Line World Tour London was a spectacular experience. We have witnessed the magic of CRM + AI + Data + Trust in building business. With the amazing memories and opportunities we gathered, here we bid adieu to one of the much-awaited Salesforce Tours by expressing heartfelt gratitude to every Trailblazer who joined us. See you next time! 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
World Tour London Preview: How Our Document Management Solution for Salesforce Transforms European Businesses
We’re just days away from World Tour London and we can’t wait to showcase our #1 document management application XfilesPro as an event sponsor. It’s time for the global Trailblazer community to reunite at the heart of Britain to witness the latest Salesforce magic and stay ahead of the curve with innovations powered by CRM + AI + Data + Trust. With 70+ sessions, 15K+ attendees, 2K+ partners and customers, and 100+ sponsors, World Tour London will be the biggest Salesforce event in Europe. What gives us goosebumps is that XfilesPro is one of the proud Navigator Sponsors of World Tour London! We are thrilled to make our debut at this best-of-world tour as a sponsor bringing powerful solutions to transform Salesforce users’ workflow. So, our team is soon heading to Europe to join the pool of Ohana! The Salesforce Surge in Europe Salesforce is booming in Europe like never before. Businesses across industries including financial, healthcare, information technology, manufacturing, retail, and lifestyle are actively using the Salesforce platform to streamline their workflow. European businesses leverage the Sales Cloud immensely to streamline and optimize their sales process, enhance productivity, and generate data-driven insights as the application helps the teams manage and track leads and customer interactions. On the other hand, Service Cloud gained popularity in Europe for elevating customer service by putting AI-powered services, omnichannel support, and field and knowledge management into play. Several reasons including Europe’s acute focus on customer service, compliance and data security, strategic acquisitions, and partnerships make Salesforce successful in the market. The Challenges with Document Management for European Companies Although the European market is a fertile ground for Salesforce, the users widely experience some common challenges in managing documents. Here are some of them; Compliance with GDPR Data protection is a major concern for European businesses, especially with stringent regulations like the General Data Protection Regulation (GDPR), which demands businesses to handle customer data with utmost care. Moreover, different industries have their own regulatory conditions for handling documents. That means the document management solution they invest in for Salesforceshould comply with these regulations and provide tools and frameworks that help businesses meet those requirements. Data & Document Security Dealing with compliance regulations also imposes the responsibility to ensure the strong security of the data and documents. The solution should ensure that unauthorized users do not access vital business documents and that there is no chance that they land in the wrong hands. Any breach of the data would cause huge penalties and a bad reputation for the company. Scalability As the business grows, document management demands also evolve. The daily requirements for document creation and handling will be a daunting task, which will consume not only the employees’ hours but also the file storage space of the CRM. So, Salesforce users must be equipped with efficient file storage space and storage management functionalities that can scale without compromising on the app’s performance. Understanding the gravity of the above challenges and many others that Salesforce users in Europe encounter, XfilesPro is bringing its complete suite of document management to World Tour London. We are proud to showcase the XfilesPro expertise and how it can transform your everyday document dealings. How XfilesPro Revolutionizes the Document Management Game? Upon meeting us at World Tour London, you will witness an extraordinary platform to take care of your end-to-end document management needs in Salesforce. From the document generation stage to sharing it for review and eSign to store it in a secure environment, XfilesPro deploys every functionality you need to accomplish the lifecycle of a document. Step 1: Initiating the Document Generation Say goodbye to your ever-complicated and time-consuming document creation process as XfilesPro automates it for you. Our document generator for Salesforce efficiently pulls data from various objects and allows you to create documents by either importing templates or building new ones. With this app, you can effortlessly generate documents of any type, size, or quantity without requiring manual intervention. Step 2: Sharing it for Review, Approval, and eSign So, the document is generated. Now, you need to route it for review and approval by multiple personnel. With XfilesPro, you can rest assured that this stage of the document lifecycle is also automated, which makes the approval quick and seamless. Later, you can have your documents reach the hands of authorized users who can eSignand accomplish the process. Step 3: Storing Them Externally Finally, it’s time to store the documents in a secure environment other than Salesforce considering the limited storage space provided by the platform. With XfilesPro, you can integrate Salesforce with your preferred external storage including SharePoint, Google Drive, OneDrive, and AWS S3, and facilitate document migration. This helps you keep your file storage unaffected by document growth while achieving peace of mind about their security. That means the lifecycle of your document is completed in an advanced, automated, and easier way with XfilesPro. Now, let’s discuss how our solution can benefit European businesses. Staying Compliant: You can rest assured that your business adheres to GDPR guidelines, ensuring that your Salesforce documents are highly secured and retained for a longer time period in your reliable, preferred external storage. Moreover, XfilesPro supports SharePoint Tagging functionality, which helps the users add accurate tags against specific columns, which helps to easily fetch reports and run audits. Secured Documents: Firstly, XfilesPro provides an Access Control feature that ensures only authorized users access your vital information. Secondly, the Folder/File Preserve functionality adds more security to the files that are deployed 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 document. Finally, XfilesPro has advanced security features to take care of your document-sharing process as well. Efficient Scalability: With XfilesPro, your Salesforce documents no longer reside in the Org, instead, they are moved to external storage owned by you (though linked with Salesforce). This means that the limited space of the file storage won’t pose any challenge to your workflow, ensuring that the CRM app is scalable with your evolving business
Top 3 Reasons to Meet Team XfilesPro at World Tour London
World Tour London is back! And, we have good news! We couldn’t be more proud and thrilled to announce that XfilesPro, the #1 document management application for Salesforce is making its debut at the best of World Tours as a proud Sponsor. Our team is heading to London to showcase the X-factor in the document management realm of Salesforce. As you’re excited to explore 70+ sessions, mind-blowing demos, and the top innovations powered by CRM, AI, Data, and Trust, here’s why you shouldn’t miss joining team us at ExCeL London on 6th June 2024. Showcasing the X-factor for Salesforce Document Management At World Tour London, XfilesPro is presenting a comprehensive suite for all your document management needs in Salesforce. Our platform is fully-fledged, advanced, and capable of accomplishing your everyday requirements to deal with Salesforce documents — from its creation to approval and storage in a secure environment. Here’s a brief overview of the capabilities you would explore upon meeting our team at the World Tour. 1.A Superior Solution for Automated Document Generation Joining us, you will discover the cutting-edge functionalities of XfilesPro’s document generation app for Salesforce. Right from pulling data from various objects to creating the document either by importing your template or building a new one, XfilesPro’s document generator accomplishes document production in Salesforce with the power of automation. Using the app, you can create documents of any type, size, or quantity without your involvement. 2. Later, Route it for Approval and eSign Once the document is generated in the Org, it’s time to channel it for review and approval by several users. With XfilesPro, you can automate this hectic process and eliminate the long waiting time associated with the multiple review and final approvals. And, after the approval, the document will land in the hands of authorized people for eSign. 3. Finally, Store the Documents in a Repository You’re done with review, approval, and eSign. Now, it’s time to store your documents somewhere out of Salesforce considering the limited file storage space of the platform. XfilesPro allows you to transfer documents from Salesforce to any of your preferred, secured external systems (SharePoint, OneDrive, AWS S3, & Google Drive) so that your file storage will never get exhausted. The best part is that since the external storage is owned by you, you will gain 100% ownership and control over your documents and no one else. Finally, once the documents are moved to the external repository, you have accomplished the lifecycle of your documents. That means a meet-up with team XfilesPro at World Tour London will give you the best opportunity to elevate your document management experience in Salesforce. We’re presenting you with a single platform for end-to-end document handling, which eliminates the need to switch between apps or deal with multiple vendors for different purposes. Not this alone, upon meeting us, you will also get the chance to discover the potential of many more applications including Salesforce data archive and backup, and no-code integration. Plus, there will be a door to join our Partner Program and our growing community. So, shall we meet and help each other? Don’t forget to stop by our booth at ExCel London! Before that, please book a slot here to avoid the rush! Looking forward to seeing you! 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
