Webinar: Salesforce Document Management 2.0 - Smarter, Faster, Better

Check out the webinar slides to learn more about how XfilesPro transforms Salesforce document management by leveraging its world-class applications. For more details, please connect with [email protected]

If you want to watch the on-demand webinar, please click here: https://www.xfilespro.com/webinars/salesforce-document-management-2-0-smarter-faster-better/

1. Copyright © 2024 CEPTES Software Pvt. Ltd. All Rights Reserved.
Salesforce Document Management 2.0
Smarter, Faster, Better
Welcome to the Webinar
DAVID CHRISTOPHER
Lead Consultant, Products
SOUMYA MUTHUKUMAR
Consultant, Products

2. Copyright © 2024 CEPTES Software Pvt. Ltd. All Rights Reserved.
A Trusted Salesforce Partner

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Wall of Fame

4. 250+ Employees
90%+ Certified
5 INDIA Offices
US, Dubai
10+ Products
7 AppExchange Apps
15+ Industry
Presence
1000+ Customers
90%+ Renewal Rate
5+ Continents
30+ Countries
5-star AppExchange
4.9/5 CSAT
METRICS BEHIND OUR SUCCESS
Copyright © 2024 CEPTES Software Pvt. Ltd. All Rights
Reserved.

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Document Management : Three Key Aspects
3
2
Automated Doc Gen
& eSign1
Storage
Integration


Document Sharing
& Collaboration

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Document Management : The Hidden Hurdles
Sloppy Manual
Processes
Disorganized
Storage
Security
Concerns
Inefficient
Collaboration
Integration
Challenges
Increasing Cost
(Storage, Multiple Apps)

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Document Management 2.0 : The Ideal Solution
Cloud-based
(SaaS)
Advanced
Automation
Smart
Features
Enhanced
Security
Maximized
ROI
Better
Collaboration

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Document
Generation
with XfilesPro

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Storage
Integration
with XfilesPro

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Access &
Collaboration
with XfilesPro

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Product Suite
Storage &
Collaboration
Document
Generation & eSign
Data Backup
& Seeding
Data Archive
(Native & External)
No-code Native
Integration
Real-estate CRM
Advanced Document
Management
Enterprise Data
Management

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Our Services

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