How Document Collection Process for Salesforce Saves Time and Money

How does using a Document Collection or Intake process for Salesforce save time and money? The list is long! Document Collection or Intake refers to the process of uploading or importing a file or document into Salesforce so it can be used across an organization. However, its value is more significant than just importing and […]

Upleveling Your Document Management Solution for Salesforce

Sometimes you just need to uplevel your technology. In today’s highly competitive global economy, maximizing scalability and efficiency helps to maintain a competitive advantage. Enterprise technologies enable this across an organization. However, too often, out of the box solutions can’t solve the unique challenges your team faces.   Sometimes, you need to go a step further.  […]