Fresh Consulting, a business consulting firm, sought a solution to optimize their sales-to-service workflows. With CloudFiles, they introduced a centralized document management system that fostered seamless collaboration, automated processes, and elevated productivity by connecting Salesforce with Google Drive.

At CloudFiles, we specialise in creating seamless integrations between Salesforce and various external storage platforms, including SharePoint, Google Drive and others. We aim to simplify your Salesforce document management, cut costs, and enhance customer engagement.

Discover the power of CloudFiles on AppExchange and revolutionise your Salesforce experience. Feel free to schedule a meeting with us. We would be delighted to assist you.

Fresh Consulting specializes in blending business strategy, technology solutions, and design-led innovation to deliver impactful outcomes. With a team of 250+ professionals, the Washington-based firm supports clients across industries like technology, healthcare, and retail, driving transformative solutions for growth.

The consulting industry faces several operational challenges that subtly impact efficiency and client satisfaction:

• Scattered Information: Teams often rely on multiple tools, making it difficult to centralize and access documents efficiently.
• Duplicate Efforts: Manual processes frequently lead to duplicated files and wasted time.
• Data Security Risks: Managing sensitive client documents while ensuring compliance is an ongoing challenge.
• Clunky Transitions: Moving documents during sales-to-service handoffs can slow down project momentum.
• Limited Visibility: A lack of insights into document usage prevents firms from optimizing workflows effectively.

Fresh Consulting faced its own set of challenges that hampered their efficiency. Here are few challenges -

1. Document Accessibility During Transitions
   Files uploaded to Salesforce lead records weren’t accessible across account and contact records after lead conversion, delaying the sales-to-service handover.
2. Limited Managerial Visibility
   Managers lacked clarity on how files were being uploaded and associated with Salesforce records, hindering their ability to optimize processes.
3. Cross-Team Collaboration Gaps
   Teams relied on both Salesforce and Google Drive, but the lack of integration forced them to switch between tools, consuming valuable time.

CloudFiles provided Fresh Consulting with an integrated document management solution that transformed their workflows.

Through features like automated folder linking, direct file uploads, and custom insights, the firm experienced smoother collaboration, better document access, and smarter resource allocation.

Fresh Consulting experienced significant improvements after implementing CloudFiles:

• 35% Efficiency Improvement: Automated workflows streamlined the sales-to-service handover, saving time and effort.
• 50% Time Saved in Document Searches: Organized folder hierarchies helped teams locate files faster.
• 100% Compliance: Centralized and secure storage in Google Drive ensured full compliance with data regulations.
• 40% Boost in Salesforce Adoption: Simplified processes encouraged widespread Salesforce usage across teams.

Fresh Consulting’s journey highlights the transformative impact of a powerful yet simple document management solution like CloudFiles.

Consulting firms operate in a challenging environment where operational excellence is key. Fresh Consulting’s success story showcases how CloudFiles not only solves company-specific pain points but also addresses industry-wide challenges by simplifying processes, improving collaboration, and driving measurable results.

Dive into the complete case study to uncover how Fresh Consulting Streamlined Sales-to-Service Handover Efficiency by 35% with CloudFiles and Salesforce Integration.

Looking to achieve similar results? CloudFiles is here to help you optimize your document workflows, enhance compliance, and boost productivity.

Book a Demo today and take the first step toward transforming your documents operations!