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