Overview
Mark Salib, Technology Director at BDA Partners – a global investment banking advisory firm – shares how the company boosted sales productivity by integrating CloudFiles with Salesforce. BDA Partners is a leading global investment banking advisory firm specializing in Asia-related transactions, with over 25 years of expertise in mergers and acquisitions, capital raising, and financial restructuring, with a global presence in New York, London, and Asia across six industries.
Business challenges
- High volume of sales documents – every day, reps faced a flood of unorganized sales documents, making it difficult to find what they needed.
- Need for secure external storage – SharePoint was BDA's go-to for secure storage, but integrating it with Salesforce and ensuring smooth operations was a challenge.
- Managers' need for structured reports – reps needed an easy way to access documents, while managers required structured, insightful reports without manual intervention.
Solution
- Automatic folder creation – automating folder organization in SharePoint eliminated manual effort, ensuring documents were systematically stored and readily accessible.
- CloudFiles widget for file & folder operations – the CloudFiles Salesforce widget empowered representatives to manage files directly within Salesforce, saving time and improving user experience.
- Automated tagging in SharePoint – enhanced searchability and ease of access with intuitive tagging mechanisms, significantly reducing the time spent locating critical documents.
Business challenges, in depth
Managing the sheer volume of sales documents created each day was becoming increasingly difficult. BDA needed a solution that addressed document organization while ensuring compliance and efficiency across teams.
How CloudFiles solved it
CloudFiles addressed these challenges through the following comprehensive features.
Rollout & secondary impact
Once the core workflows were in place, BDA still had tens of thousands of older records that needed a folder in SharePoint. The CloudFiles team ran a single migration script to backfill them.
Bulk backfill migration
A migration script created folders for all pre-existing records in about 2 hours, with roughly 1 more hour spent resolving a handful of edge cases.
Deployment time
BDA was up and running in under two weeks, with minimal disruption. The CloudFiles team made sure everything went smoothly from start to finish.
Support
The support from CloudFiles was fantastic – BDA was guided every step of the way, making sure the solution was tailored to their needs.
Impact & results
Integrating CloudFiles led to immediate improvements in productivity, adoption, and IT confidence across the board.