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How Organizations can Utilize M-Files with Salesforce

July 22, 2021 by admin

Organizations use Customer Relationship Management Solutions such as Salesforce to maintain information on their customers’ buying cycles.  Salesforce CRM tracks sales, marketing, and spending. They find that a CRM alone cannot help with breaking down silos within their organization. Organizations must have the ability to connect business data with documents regardless of where they are stored and ensure that processes are followed. By using M-Files, sales and service teams can organize and manage customer-related documents such as contracts, sales collateral, and proposals. They also can tag them to related records, such as Opportunities, Accounts, Leads, or Contacts that reside in Salesforce. One of our local clients has benefited by utilizing M-Files integration with Salesforce as their document management solution.  Our client is now seeing the following benefits with this integration: 

Benefits:

·       Now able to see an expansion of the Salesforce customer 360 approach

·       Automated their business process in one view

·       Having a visual on who is making changes to what documents

·       No more duplication of documents

·       Employees can work together in real-time on updating documents

·       Seeing improved efficiency by 54%

·       Cost Reduction on Salesforce Licensing

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