If you've ever watched your Salesforce instance groan under the weight of 500+ document uploads in a day, you're not alone. Most admins assume Salesforce can handle any amount of data they throw at it.Spoiler alert: It can't.High-volume document uploads — especially without structure or automation — can break org performance, clutter records, and leave [...]
You probably didn’t expect your day to get more thrilling just by upgrading scanning software. But meet Umango v25, the version that dares to make “document routing” sound exciting again. With smarter AI logic, real-time priority handling, and deeper integrations, this release shifts scanning from chore to strategy.In this post you’ll get:What’s new in Umango 25 [...]
If your team is still manually uploading scanned documents into Salesforce—naming files one by one and sorting folders like it’s 2012—we need to talk.Because in 2025, Salesforce has leveled up document processing in a big way. From AI-powered extraction to mobile scanning and cloud-integrated uploads, there's never been a better time to rethink how you [...]
Here’s a secret: Salesforce is only as good as your admin setup. For ops-heavy teams processing invoices, contracts, HR files, or support docs daily, a slick framework is the difference between systematic efficiency and chaos central.In this post, we’ll walk through how to architect a Salesforce environment that:Scales with your teamReduces manual heavy-liftingIntegrates smart document [...]
Within corporate operations, where time is a precious resource and data is king, the integration of Artificial Intelligence (AI) into document management systems has emerged as a game-changer. This blog post explores how AI is revolutionizing the document management space, offering corporate executives a profound insight into the benefits and strategic implications of this transformative [...]
Salesforce administrators play a pivotal role in ensuring the efficiency and effectiveness of the Salesforce platform. This multifaceted role comes with a multitude of challenges. Here are the most common ones faced by these administrators, along with practical tips to navigate them effectively: Data Management: Keeping the Digital Garden PristineMaintaining clean, accurate, and up-to-date data [...]
One of the many challenges Salesforce admins are tasked with is efficient management of data access for Salesforce user. While ensuring access to necessary information is essential, improper data access can lead to multifaceted consequences. Loss of Efficiency and ProductivityIn the pursuit of workplace efficiency, Salesforce users must be equipped with precisely the information they [...]
Success in today's business world requires a strong focus on data. Companies that are able to harness and analyze their data effectively often outperform their competitors, as they can develop more targeted marketing campaigns, improve employee productivity, and make strategic investment decisions. This means that managing data effectively has to be an integral part [...]
It's no secret organizations are ditching paper at dizzying speeds. According to an estimate, around 22% of businesses considered themselves paperless in 2019, the latest year for which the data is available. This number might seem underwhelming, until you consider that it stood at a meager 1% only two decades earlier.Saying goodbye to paper is [...]
When you have learned of the effort it takes to feed large volumes of paper into a flatbed scanner, be it one-page or multi-page scanner, have you ever yearned for a better alternative? Nothing is easier than to assume that you have no other choice. Where in reality you do. Sheetfed scanners are the best [...]
Originally published on Medium Secrets to Sales and Business Success (4 Minute read)Meet Monte Jensen a 24 year MFP pro with over $20M in sales How can Monte’s knowledge in MFP help you…? He will give you an insight into the number one game changing tool to increase your MFP sales that most salespeople don’t know [...]
What do a busy superstore, sitting down to grab a menu, and an Amazon’s warehouse have in common? Aside from the fact that they all involve people they all share a useful but often underestimated element: Barcodes.In today’s explorations of things that make life easier, we’re going to talk about how barcodes could make document [...]
Finding useful apps from AppExchange can be a daunting task. The Salesforce marketplace has over three thousand apps. While some of them are free and others are paid, all have one thing in common: their sheer number makes selecting the right app for your needs a challenging task.That’s why we have come up with this [...]
Most companies are aware of the benefits of Salesforce. They know how the cloud-based CRM software can help them establish fruitful relationships with their customers, remove gaps in their customer support model and give them a holistic approach to managing their operations.What they aren't aware of, however, is the importance of Salesforce consultants. Or, to [...]
Managing business documents is difficult. Managing business documents quickly is all but impossible. Most business persons who share both these beliefs have two other things in common. They find it challenging to get things done at the office and they haven’t used ccScan. ccScan is a document management system that lets you upload your [...]