sFiles

  • Overview: This App is an integration solution for Salesforce and SharePoint, that enables teams to link up folders and files in SharePoint to your data in Salesforce.

  • It’s SharePoint utilities allow you to create new folder structures in SharePoint Online that are linked to individual records in Salesforce, for users to upload, download, edit and rename right from within Salesforce with a single click. This App is discussed and rated on the Salesforce AppExchange (here), on Reddit (here) and on LinkedIn (here) and the reviews are high. Their pricing starts at $6,930 for less than 1,000 users per year, per Salesforce org. They offer free pilots of their App to teams, even when there is a CRM integration involved. 

  • Reference Customers: XXXXXXXX (Case Study), XXXXXXXX (Case Study) and XXXXXXXX (Case Study) 

  • Potential Issues: Example: There have been complaints in reviews that,,, There were also complaints that…


  • Demo:   here Public Sector Demo - here Youtube page with all videos here.

  • Published Price: here

CloudFiles

  • Overview: This App enables Sales, Marketing and Services teams to streamline, automate and secure workflows within Salesforce and Hubspot, offering Document Management, Document Management and Document Sharing. Their solution incorporates AI to transform documents with data.Their starting pricing for Salesforce is $19/license/month with a minimum of 20 users and with volume discounts available. Also, they offer free tools with limited features.This App is discussed and rated a lot across the different ratings platforms, and generally the reviews are good. It is unknown if they offer free pilots of their App to teams, even when there is a CRM integration involved. 


  • Reference Customers: Creaghan McConnell Gould, Commvault, eteplan, Hamptons, ITW, Lummus Technologies, Aggreko, Aviva, Anteriad, Warner Bros. Discovery, and DBA Partners

  • Potential Issues: Blend in the below drawbacks/weaknesses (in green)

  • Demo: Youtube page with all videos here.

  • Published Price: here


24Files (24Flow)

  • Overview: This App is a SharePoint-Salesforce connector that provides a bi-directional sync of folders and documents between Salesforce and SharePoint Online. 24Files enhances collaboration, reduces throughput times and creates a central document library. This App is discussed and rated a lot across the different ratings platforms, and generally the reviews are good. The starting pricing is $6/user/month, with 20 users. It is unknown if they offer free pilots of their App to teams, even when there is a CRM integration involved. 

  • Reference Customers: Not published.

  • Potential Issues: Blend in the below drawbacks/weaknesses (in green)

  • Demo: Demo here. Video library here. Youtube page with all videos here.

  • Published Price: here


XfilesPro

  • Overview: 

  • This App enhances document workflows in Salesforce by enabling creation, storage, and collaboration. It offers Template Management, Document Management, Electronic Signature, with Review and Approval capabilities.. It integrates SharePoint, AWS S3, OneDrive, and Google Drive, with Salesforce for users to gain unlimited storage and document collaboration. This App is discussed and rated a lot across the different ratings platforms, and generally the reviews are good. XfilesPro provides custom quotes to each customer, and their pricing is not published, although it comes with per-user/mo pricing plans (billed annually). They offer free trials of their App to teams, even when there is a CRM integration involved. 

  • Reference Customers: Xfiles Pro has over 1,000 customers across 20+ countries and 15+ industries including Science Care, Dynacraft, Alliance Insurance, AXT PTY ltd. and Selective Wealth Management

  • Potential Issues: Blend in the below drawbacks/weaknesses (in green)

  • Demo: Youtube page with all videos here.

  • Unpublished Price: here


Q!365

  • Overview: TThis App is a Salesforce Connector for Microsoft Teams, SharePoint and Office 365 allowing users to stay focused in Salesforce and work directly with their data in Teams, SharePoint Sites and Document Libraries with one click to work with the latest versions of files. It works with all Salesforce Editions, including mobile. This App is not discussed and rated a lot across the different ratings platforms, primarily because they are a small company with 12 employees. The pricing is not published and it is unknown if they offer free pilots of their App to teams, even when there is a CRM integration involved. 


  • Reference Customers: Not available.

  • Potential Issues: Blend in the below drawbacks/weaknesses (in green)

  • Demo: Demo here.

  • Unpublished Price: Pricing is not available.

Box

  • Overview: This enterprise software is a cloud-based content Management and file-sharing platform designed for businesses. It enables secure storage, collaboration, and workflow automation for teams, allowing users to access and share files from anywhere. Box offers enterprise-grade security, integrations with popular apps like Microsoft 365 and Google Workspace, and tools for managing content lifecycle and compliance. This App is discussed and rated extensively across all of the different ratings platforms, and generally the reviews are good. Pricing starts at $15/user/month with a minimum of 3 users. They offer a free 14-day trial of their solution to teams, and they integrate with 1,500+ popular app integrations.


Published Price: here