Why Manually Uploading Documents to Salesforce is Killing Your Productivity (and How to Fix It)
There’s a better way to spend your workday than babysitting your scanner and dragging files into Salesforce. Manual document uploads might seem like a minor task—until they start eating up your time, draining your team’s energy, and quietly sabotaging your productivity.If your business is still manually uploading scanned documents to Salesforce, you’re not just behind [...]
The Best Ways to Organize Documents in Salesforce
Are your Salesforce documents scattered across folders, buried in attachments, or uploaded with confusing names? You’re not alone.Many Salesforce users struggle with messy document management—leading to wasted time, disorganized data, and headaches for teams trying to find the right file fast. But there’s a smarter way.In this article, we’ll walk through:Why better document management in [...]
Is Your Scanner Slowing You Down? Here’s Why.
Why Scanning Shouldn’t Feel Like Dial-Up InternetYou’d think in the age of cloud apps and AI, scanning a document would be instant. And yet here we are—waiting for a single page to process like it’s 2002. Slow scanning isn’t just annoying; it bottlenecks your entire workflow, hurts productivity, and costs your team serious time.The good [...]
The Top 7 Scanning Mistakes (And How to Avoid Them)
Let’s Talk About Scanning FailsScanning a document seems easy—until your scanner jams, the file ends up unreadable, and your folder structure looks like it was created by a raccoon. Sound familiar? Whether you're digitizing a handful of contracts or an entire warehouse of paper, bulk document scanning can go wrong in some spectacular ways.Here’s a [...]
Mountains of Documents?: Best Practices for Bulk Document Scanning
Let’s be real—paper is a pain. It gets lost, piles up into mountains of chaos, and clutters valuable office space. And when you actually need that one important contract? Suddenly, you're on a treasure hunt. Fact Check: According to Gartner, employees waste nearly 50% of their time searching for paper documents. That’s not just [...]
Barcode vs. OCR: Which Document Scanning Method is Right for Your Business?
Efficient document management is critical for businesses looking to streamline operations, reduce manual work, and improve data accuracy. Two key technologies—Barcode Recognition and Optical Character Recognition (OCR)—play a crucial role in automating document scanning and classification. But which one is right for your business? Let’s break down how each works, their benefits, and the best [...]