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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Experience a smart platform designed to optimize collaborative efforts for the best outcomes. Work efficiently in a secure environment where you can seamlessly share files directly from your case management system with both internal and external stakeholders. You have full control over permissions, determining who has access to specific documents. Say goodbye to overflowing inboxes filled with lengthy discussions about files; instead, you can easily pose questions and engage in discussions without leaving the platform. Initiate collaborations effortlessly from your familiar JOIN environment, ensuring smooth interactions with various parties. Maintain oversight of your data, remaining constantly informed about shared files, and have the option to withdraw from a collaboration when necessary. Our step-by-step guidance ensures a smooth user experience, eliminating the chances of errors. With an integrated connection to our case management system, file sharing and withdrawal become straightforward processes, and the entire history of collaborations is meticulously tracked. JOIN Collaboration effectively establishes a connection between your case management system and the collaborative features offered by Office 365, enhancing your workflow. By bringing these tools together, you create an efficient network for productivity and communication.

Description

When considering external file storage alternatives to integrate with your Salesforce CRM, one can explore a variety of solutions, including cloud-based services such as SharePoint, Amazon S3, Google Drive, OneDrive, and Dropbox, as well as on-premises options like SMB, SFTP, and Network Drive. If you're finding it challenging to manage files within Salesforce, XfilesPro offers a range of compelling features designed to enhance your file management process, making it more straightforward and efficient. This tool allows for seamless collaboration with external storage systems, ensuring that files are easily accessible for viewing, editing, and sharing among internal Salesforce users and external collaborators alike. Moreover, XfilesPro empowers community users by integrating smoothly with Salesforce community portals, which increases overall engagement and productivity. Additionally, it supports functionalities such as Mass Download, Mass Delete, and Mass Sharing, benefiting both List and Bi-Sync component users, thus streamlining large-scale file operations. With XfilesPro, you can simplify your file management and improve the efficiency of your collaborative efforts across various platforms.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Amazon S3
Dropbox
Google Drive
Microsoft 365
Microsoft Excel
Microsoft OneDrive
Microsoft PowerPoint
Microsoft SharePoint
Microsoft Word
Salesforce

Integrations

Amazon S3
Dropbox
Google Drive
Microsoft 365
Microsoft Excel
Microsoft OneDrive
Microsoft PowerPoint
Microsoft SharePoint
Microsoft Word
Salesforce

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$0.99 per user per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Decos

Founded

1987

Country

Netherlands

Website

decos.com/en/zorg/procesmanagement

Vendor Details

Company Name

Ceptes

Founded

2010

Country

India

Website

xfilespro.com

Product Features

Content Collaboration

Client Portal
Cloud Storage
Digital Asset Management
Document Creation / Editing
Document Management
Electronic Signature
Feedback Management
File Sharing
Messaging / Discussion
Real-Time / Interactive Editing
Roles / Permissions
Search
Version Control
Video / Image Editing
Workflow / Approval Process

Product Features

Cloud Storage

Access Control
Archiving & Retention
Backup
Data Migration
Data Synchronization
Encryption
File Sharing
Version Control

Content Collaboration

Client Portal
Cloud Storage
Digital Asset Management
Document Creation / Editing
Document Management
Electronic Signature
Feedback Management
File Sharing
Messaging / Discussion
Real-Time / Interactive Editing
Roles / Permissions
Search
Version Control
Video / Image Editing
Workflow / Approval Process

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