Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
No
API Access
Has API
No
Integrations
Amazon S3
No
Dropbox
No
Google Drive
No
Microsoft 365
Yes
Microsoft Excel
Yes
Microsoft OneDrive
No
Microsoft PowerPoint
Yes
Microsoft SharePoint
No
Microsoft Word
Yes
Salesforce
No
Integrations
Amazon S3
Yes
Dropbox
Yes
Google Drive
Yes
Microsoft 365
No
Microsoft Excel
No
Microsoft OneDrive
Yes
Microsoft PowerPoint
No
Microsoft SharePoint
Yes
Microsoft Word
No
Salesforce
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$0.99 per user per month
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
Yes
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
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
No
Cloud Storage
No
Digital Asset Management
No
Document Creation / Editing
No
Document Management
No
Electronic Signature
No
Feedback Management
No
File Sharing
No
Messaging / Discussion
No
Real-Time / Interactive Editing
No
Roles / Permissions
No
Search
No
Version Control
No
Video / Image Editing
No
Workflow / Approval Process
No
Product Features
Cloud Storage
Access Control
No
Archiving & Retention
No
Backup
No
Data Migration
No
Data Synchronization
No
Encryption
No
File Sharing
No
Version Control
No
Content Collaboration
Client Portal
No
Cloud Storage
No
Digital Asset Management
No
Document Creation / Editing
No
Document Management
No
Electronic Signature
No
Feedback Management
No
File Sharing
No
Messaging / Discussion
No
Real-Time / Interactive Editing
No
Roles / Permissions
No
Search
No
Version Control
No
Video / Image Editing
No
Workflow / Approval Process
No