A unique, disciplined & efficient file management solution in Salesforce for a leading pharmaceutical company


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Creating a unique file management solution in Salesforce for a leading pharmaceutical client!

The client lacked a proper file management system which they wanted to build and integrate into their CRM, Salesforce. This would help them to get a better, transparent, and 360 degree view of all their opportunities. A proper file management system with folders and sub folders for each opportunity created is definitely a boost to the customer service agents or sales representatives. Salesforce doesn’t come with an in-built, predefined folder structure though it collects all data (in the form of files) pertaining to an opportunity. Suyati’s Salesforce team conducted a rigorous research to find out the optimal solution. A challenging attempt in Salesforce that gave us immense scope to research, discover and implement the finest solution.

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