Have you ever kept your client waiting? Then it’s undoubtedly sure you have let them down! Sales have become a fundamental part of all core businesses and enterprises these days.
Throughout the complete lifecycle of a client, it includes an enormous number of reports, contacts, accounts, opportunities, and a considerable amount of documents of different types and needs.
Don’t forget: we are now able to achieve anything we need using a single tool!
Basics of Document Storage for Salesforce
Salesforce is a DBaaS. It handles records for a company to highlight existing and future sales opportunities. It enables companies to deal with partner and client relationships resourcefully.
It’s a subscription-based model. To get the majority of users out of Salesforce, companies need high-quality files and document space pertaining to Salesforce.
Consequently, many companies look for document storage that has advanced levels of, additional malware protection, encryption, and automated processes that obtains information where it needs to be.
Lastly, choosing the right file management system provider will assist a company drives better results from Salesforce subscriptions.
Additionally, the new Files in Salesforce offers a much more robust set of aspects for your files and documents, as well as higher file size limits. The limited file size for Documents is 5MB compared to up to 2GB or Files.
Here are nine definite benefits this addition can enable to increase efficiency and productivity among Salesforce users:
1. Reduced Costs:
Storing content in Salesforce is expensive than storing that same content in SharePoint. Combining SharePoint into Salesforce provides less expensive content storage costs.
2. Real-Time Availability:
All content is available in real-time and synchronized continuously in Salesforce.
3. Document Versioning Control:
Automatically manages file versioning for documents originating in Salesforce, giving you more control over what documentation is making its way into your clients’ and partners’ hands.
4. Maintain Salesforce and on-premise examples:
Integration can be achieved for both instance options of Salesforce.
5. A single view of all Salesforce files:
Allows hierarchies to present easier file management. All communications with the newly stored files would be via the Salesforce interface.
6. Increased efficiency:
By embedding functionality directly into Salesforce, users have a seamless UI/UX as they interact with Contact, Account, Opportunity or Project pages, which can help them to be productive throughout their day.
7. Enhanced security:
Organizations that implement Salesforce can adapt access control to ensure users will only be able to view the Salesforce hosted content their individual credentials grants them to see, rather than enabling those with every Salesforce access to all the documents.
8. Seamless Digital Signatures:
Document management for Salesforce by Docupile permits for an Open API, and therefore 3rd party configuration and integration capacities beyond what the typical document management vendor would offer.
Additionally, the utilization of digital signatures, including their authentication keys, makes Docupile a great complement to the present Salesforce product contribution.
9. Mobile App Augmentation:
Mobile apps are becoming progressively more essential to the business landscape, especially when it comes to solutions that extend the complete business process.
Many Salesforce users already depend on the mobile app for this resolution but want the document management functioning outlined within the mobile context.
This is becoming crucial in sales-centric organizations such as financial services, insurance, and manufacturing.
Moreover, Salesforce Files is the most robust and newest way to manage and share files that Salesforce has ever had. Using Files, we can:
- Search Salesforce for Files
- Preview files
- Follow Files
- Upload any file type
- Share with other users and groups
- Share with customers by generating links
- Attach Files to Chatter posts.
Therefore, as you can see, Salesforce has been proceeding toward consolidating its file management into Files, so users do not have to use various methods for data or file management.
By utilizing Files, you should be able to follow, upload, and share content more easily and speedily than ever before.
To learn more about Docupile’s document management for Salesforce solution, visit our integrations page or contact one of our competent business experts today.