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M-Files for Salesforce - Delivering Content and Intelligent Automation

Tap into the full potential of your Salesforce investment

Overview

M-Files allows your team to use the familiar Salesforce interface to access and manage information related to your customers regardless of where it's stored: in network folders, SharePoint, Box, Google Drive, or any other connected repository.

See How M-Files for Salesforce - Delivering Content and Intelligent Automation Works

Account Executives, service reps and their managers have a 360-degree view to all information related to their customers and prospects. All information is accessible in context, in one common view, directly within Salesforce.
M-Files improves efficiency and enables higher levels of customer satisfaction and service by providing access to the right documents and information, regardless of where they're stored.
Employees can manage all related business processes in one place with the help of automated workflows that support business processes and ensure timely handling of document approvals, along with strong support for compliance and governance.

M-Files streamlines your business processes with automated document-based workflows. M-Files lets you easily and quickly find and use the right information related to your customers and prospects to help you get your job done with greater productivity. Traditional ECM systems are typically complex and inflexible, M-Files' intuitive approach enables the automation of standard company workflows and processes, ensuring compliance with company policies every time. The M-Files for Salesforce Connector allows customers to access and manage all related documents and structured business data in other systems within Salesforce. M-Files supports business processes and helps identify business-critical data from clutter. It employs AI to automatically tag and classify information with critical metadata, so it can be easily found when needed, tracked for compliance and governance purposes, and able to support related audits when necessary.