Case Study
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“Twopir Consulting is a hard worker, really knowledgeable, and always ready to do the extra mile to support me. They are really good at communicating and deliver on time and on budget. Bravo!” – Vincent, VP of Sales, Portfolio Management Company
Box with Salesforce Integration
✓ Streamlined Document Management
✓ Seamless Collaboration
✓ Enhanced Data Security
✓ Improved Workflow Efficiency
✓ Integrated File Sharing
✓ Automated Processes
✓ Real-time Updates
✓ Customizable Solutions
Challenges :-
- The client’s manual and error-prone document management process required an overhaul.
- TwoPir Consulting identified challenges in data gathering, security, and the lack of a standardized process.
- The goal was to create an efficient document management tool ensuring data security and confidentiality.
Solutions :-
- TwoPir Consulting devised a comprehensive solution involving Salesforce’s integration with Box.com APIs.
- The system automated folder creation based on account conditions.
- Sent automatic reminders to customers for document uploads.
- Ensured data security through access and permission controls.
Results :-
- The project resulted in complete automation, from reminder emails to customers to the creation of folder structures for file uploads.
- The automated sharing of upload links over email eliminated manual interventions, ensuring data accuracy and timely reminders.
- The client experienced a transformative impact on document management, leading to increased efficiency and streamlined processes.
Twopir Consulting: Your Partner in Salesforce Integration Excellence.