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SALESFORCE DOCUMENT MANAGEMENT

SALESFORCE DOCUMENT MANAGEMENT

Jul 6, 2023 | File Management, FirmWorks Files, Salesforce Files

When we think of a file storage system, many picture a large room full of file cabinets and stacks of papers in little manilla folders. And technically, this IS file storage. But a pretty useless system with little functionality and high risk. Document storage like...
COMPLIANCE REPORTING PRACTICES WITH SALESFORCE FILES

COMPLIANCE REPORTING PRACTICES WITH SALESFORCE FILES

Jun 20, 2023 | File Management, FirmWorks Files, Salesforce Files

Compliance requirements are crucial in most industries to ensure our business doesn’t fall flat. From GDPR to HIPAA, every company has industry standards they need to adhere to, especially when stakeholders are involved. In many cases, not complying with a regulatory...
HOW SALES LEADERS LEVERAGE FIRMWORKS FILES TO ORGANIZE AND REPORT ON CONTRACTS

HOW SALES LEADERS LEVERAGE FIRMWORKS FILES TO ORGANIZE AND REPORT ON CONTRACTS

Apr 5, 2023 | File Management, FirmWorks Files, Salesforce Files

Losing countless hours to a monotonous hunt for missing NDAs, MSAs, and various other contracts and documents is a frustration that many sales users understand all too well. Picture this; your manager sends a 4 pm email asking for an updated report of the unsigned...
SALESFORCE FILES: WHAT THEY ARE, HOW THEY WORK (AND DON’T WORK), ANDN HOW TO MAKE THEM BETTER

SALESFORCE FILES: WHAT THEY ARE, HOW THEY WORK (AND DON’T WORK), ANDN HOW TO MAKE THEM BETTER

Mar 22, 2023 | File Management, FirmWorks Files, Salesforce Files

Business owners everywhere aim to understand their business inside and out and make the cost of doing business as efficient as possible. This should be simple— use the right software, establish repeatable processes, focus on the end results, and cut out unnecessary...
THE CASE FOR SALESFORCE FILES

THE CASE FOR SALESFORCE FILES

Mar 15, 2023 | File Management, FirmWorks Files, Salesforce Files

FILES RULE THE DIGITAL WORLD. The contents of a file can be nearly anything from a beautifully designed marketing piece, or business contract, to the logical code of the program you are reading this with. Regarding business, digital files are the vehicle used to...
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