Case Study-Salesforce Integration with


Professional Services


Sales Cloud

Engagement Type

Managed Services

Case Study-Salesforce Integration with

We have a client based in UK who is using Salesforce as a CRM where client want to store huge amount of data that allows users to store, share, and manage files securely in the cloud which can be visible in the CRM but don’t want to use the space in the CRM and also offers enterprise-grade security and compliance features, ensuring that sensitive data is stored securely in the cloud.

Beginning Requirements

The objective of this project is to provide the solution to the client where we will setup the and integrate it with Salesforce to streamline the sharing and management of content between the two platforms, enabling sales and customer service teams to collaborate more effectively and improve their productivity. Integrating Salesforce with is to create a seamless and productive workflow for sales and customer service teams, enabling them to focus on delivering value to customers rather than on managing content and data.


  • Customized Workflow: Salesforce and integration allows businesses to automate their workflows and create custom workflows that fit their specific needs. This can include automatically creating folders, uploading files, or notifying team members of file updates.
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Project Result

Witness the increase in productivity and reduction in time upon successful delivery of the project.

Guided selling helped to increase the Sales by


Improved Customer Service by


Increased Productivity of the team by


Increased Customer Retention by


Dotsquares has provided us successful solutions to our needed Salesforce changes. They are always a pleasure to work with and continue to provide excellent service


David Giammarco

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