# BDA Partners case study | CloudFiles for Salesforce

> CloudFiles resolves SharePoint file organization inefficiencies, produces insights for management, and increases the overall adoption of Salesforce at BDA Partners.

*Case study*

## BDA Partners boosts sales productivity by 25% using CloudFiles with Salesforce

CloudFiles resolves SharePoint file organization inefficiencies, produces insights for management, and increases the overall adoption of Salesforce at BDA Partners.

Tags: Salesforce integration, SharePoint, Financial services

- **Industry:** Financial services, Banking
- **Company size:** 51-200 employees
- **Headquarters:** New York, USA
- **Products used:** Document management
- **External storage:** SharePoint

### 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.

- **Documents overload** — "Every day, we faced a flood of unorganized sales documents, making it difficult for reps to find what they needed."
- **External storage needs** — "SharePoint was our go-to for secure storage, but integrating it with Salesforce and ensuring smooth operations was another challenge."
- **Manager visibility** — "Reps needed an easy way to access documents, while managers required structured and insightful reports without the hassle of manual intervention."

### How CloudFiles solved it

CloudFiles addressed these challenges through the following comprehensive features.

- **Automatic folder creation** — The automation of folder organization in SharePoint eliminated manual effort, ensuring documents were systematically stored and readily accessible.
- **Flow actions** — Using CloudFiles' Flow Actions, BDA was able to adapt document management processes to suit their specific operational requirements, enhancing efficiency.
- **Salesforce widget** — The CloudFiles Salesforce widget empowered representatives to manage files directly within Salesforce, saving time and improving user experience.
- **Deep SharePoint integration** — This feature ensured secure and compliant document storage, streamlining operations in adherence to industry regulations.
- **Automatic tagging in SharePoint** — Enhanced searchability and ease of access with intuitive tagging mechanisms, significantly reducing the time spent locating critical documents.

### 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.

- **25% boost in overall productivity** — This came from a combination of a 50% reduction in time reps spent searching for documents and a 10% increase in managerial oversight.
- **45% increase in Salesforce adoption** — The ease of use encouraged more reps to fully adopt Salesforce.
- **100% peace of mind for IT** — With all documents securely stored in SharePoint, IT no longer worried about compliance or data loss.

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