S-Drive Document Management, Document Generation, OCR & Document AI

Simple Solution to a needed problem

Solves the problem on notes and attachments not being reportable out of the box, something I use on a regular basis. We have been using SDrive for many years to organize our account files like contracts, account plans, quotes, etc. in Salesforce. SDrive has been very useful to both our account teams and services teams to both share information and understand account history quickly and easily.

SDrive - very easy to use

We have been using SDrive for several years to organize our account files in Salesforce. Examples: contracts, account plans, quotes, etc. SDrive has been very useful to our account teams and services teams to understand account history and share information easily. SDrive is a very easy system to use for our teams.

Excellent solution to solve a real need

As a Salesforce ISV who focusses on collecting data & generating documents from data, we hear from almost all of our customers that they wish Salesforce offered better ways to manage and store data at scale. This is why S-Drive is such a great solution for Salesforce customers, because it solves a real need. Having worked with S-Drive across many joint customers, very impressed by their solution and it's a team who always delivers what they say, and is customer friendly with strong support. Highly recommend this product.

Solid Product- Even Better Support!

Find myself compelled to submitt a review because of how much S Drive support has helped me along this past year as I learn Salesforce in general and how to leverage S Drive. I am not a professional Salesforce Admin.. just a small business owner..some of the Salesforce and S Drive configurations can be very technical, they have helped guide me through the dark hours when I just don't know how to setup/do something. Thank You.

Excellent Support

Our company's operational processes require certain document handling features needed for our enterprise Salesforce Sales / Service cloud implementation. To find a good solution, we utilized a proof-of-concept selection methodology for which Cyangate/S-drive participated. Cyangate went to great lengths to demonstrate their S-Drive product. They demonstrated that they understood our process gaps and showed us how S-Drive could meet all of our critical needs. Cyangate has been a good partner and a pleasure to work with. If you are looking into acquiring a document management system for Salesforce, I highly recommend that you look at S-Drive.

Amazing Customer Support

My company used SDrive before I was Hired, The previous person responsible for managing it moved on without leaving any documentation or training on how to manage SDrive. The Customer Support has been nothing less than incredible helping me through every situation and going above and beyond to fix or find out what my issues were with also providing documentation and guidance for me to then create my own documentation for when someone inherits this from myself.

Great Solution and document tool.

We rely heavily on large forms and attachments and S-Drive has been a way for us to both reduce our storage costs AND have the ability to report on files (Salesforce does not have the reporting ability we need). We also like the sleek interface. The support team is extremely responsive and helpful - really top tier support.

Great way to integrate with Amazon S3 Buckets

S-Drive offers an easy integration with Amazon S3 buckets to host large attachments (e.g. for Cases). The configuration and connection process is easy und quickly done. The team at CyanGate is great to work with.

Great solution, stellar support

We went live with Salesforce back in August 2021. We needed a solution for case files that would link with AWS S3. S-Drive Professional Services was incredibly responsive and helpful. We had some unique requirements and they worked with us to ensure all our requirements were met against a very tight timeline. Since go live, we have engaged support for various reasons and are glad to see they continue to provide stellar customer service.

Incredibly simple way to reduce your bottom line

Incredibly simple way to reduce your bottom line. Amazing team backing this product with top of the line support team.