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M-Files for Salesforce - Delivering Content and Intelligent Automation
Tap into the full potential of your Salesforce investment
- Industries
- Professional Services
- Business Need
- Document Management
- Requires
- Sales Cloud
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.
Highlights
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.
Provider Details
M-Files is the leading platform for knowledge work automation. With the M-Files platform, knowledge workers can find information faster, work smarter, and achieve more. M-Files features an innovative metadata-driven architecture, embedded workflow engine, and advanced artificial intelligence. This enables customers to eliminate information chaos, improve process efficiency, and automate security and compliance. M-Files for Salesforce CRM add-in allows users to connect business data with documents, giving the users a 360-degree view to customer-related information. For more information, visit www.m-files.com.
Pricing Details
The M-Files Salesforce integration is bundled with the M-Files Professional and Enterprise Editions.
Default Plan
$55 USD/user/month