Business Efficiency

Confessions of a Salesforce Admin: I Used to Manually Upload Every PDF

Let me paint you a picture. It’s 8:37 AM. I’ve just logged into Salesforce, coffee in hand, already 7 tabs deep. And what’s staring back at me? A flood of new case records—each with its own poorly named file, a blurry scan saved as “scan1234_final_final_v2.pdf.” I sigh, again. Another day of dragging, dropping, and renaming.As [...]

By |2025-05-22T16:24:48-07:00May 22nd, 2025|Business Efficiency, Business Landscape|Comments Off on Confessions of a Salesforce Admin: I Used to Manually Upload Every PDF

Scanning to Box: What Every Business Needs to Know to Go Paperless (Without Losing Their Mind)

If your current process for getting documents into Box involves scanning to your desktop, renaming the file (twice), digging through folders, then finally uploading it to Box—you deserve better.Because let’s face it: in 2025, no one should still be babysitting PDFs just to go paperless.In this post, we’ll walk through:Why Box is a brilliant place [...]

By |2025-05-22T17:19:47-07:00May 21st, 2025|Business Efficiency, Business Landscape|Comments Off on Scanning to Box: What Every Business Needs to Know to Go Paperless (Without Losing Their Mind)

Best Practices for Managing Scanned Documents in Amazon S3

Amazon S3 is a powerful and scalable storage solution widely adopted for various data storage needs, including scanned documents. However, without proper management, scanned documents can become disorganized, leading to inefficiencies and potential security risks. This guide outlines best practices to effectively manage scanned documents in Amazon S3, ensuring optimal organization, security, and accessibility.1. Organize [...]

By |2025-05-22T16:09:54-07:00May 15th, 2025|Business Efficiency, Business Landscape|Comments Off on Best Practices for Managing Scanned Documents in Amazon S3

Scan Directly to Google Drive-The Productivity Hack You Didn’t Know You Needed

 You know that pile of paper sitting on your desk? The one you swore you'd digitize weeks ago? If your current process involves scanning to your desktop, renaming files, then dragging them into Google Drive... yeah, you're working way too hard.Scanning documents shouldn’t be a project. It should be a one-click, done-and-dusted kind of task. [...]

By |2025-05-22T15:59:12-07:00April 23rd, 2025|Business Efficiency, Business Landscape|Comments Off on Scan Directly to Google Drive-The Productivity Hack You Didn’t Know You Needed

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 [...]

By |2025-04-22T13:14:15-07:00April 22nd, 2025|Business Efficiency, Business Landscape|Comments Off on Why Manually Uploading Documents to Salesforce is Killing Your Productivity (and How to Fix It)

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 [...]

By |2025-04-10T12:52:17-07:00April 5th, 2025|Business Efficiency, Business Landscape|Comments Off on The Best Ways to Organize Documents in Salesforce

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 [...]

By |2025-04-05T11:42:07-07:00April 1st, 2025|Business Efficiency, Business Landscape|Comments Off on Is Your Scanner Slowing You Down? Here’s Why.

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 [...]

By |2025-03-26T13:46:56-07:00March 24th, 2025|Business Efficiency, Business Landscape|Comments Off on The Top 7 Scanning Mistakes (And How to Avoid Them)

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 [...]

By |2025-03-22T05:00:09-07:00March 20th, 2025|Business Efficiency|Comments Off on Mountains of Documents?: Best Practices for Bulk Document Scanning
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