M-Files for Salesforce - Delivering Content and Intelligent Automation

The best way to manage files!

We use the M-Files Salesforce Integration, our files are very well organized and we wouldn't be able to do it with the native Salesforce file management system.

Game changing experience for users!

This is an amazing tool, users could not stop praising how much this changed the way they consume content. Users went from hesitant to completely embracing content delivery in the Salesforce UI. Literally everything they want to search for is at their fingertips inside Salesforce. They are literally hitting the ground running the moment we deployed M-Files with their Salesforce, there was literally ZERO learning curve.

What an experience for Salesforce users !!!

Have you spent time searching for any data not managed by Salesforce? Network folders or other business systems? The M-Files integration allows Salesforce users to have any data, document or information ready in a unique view, expanding the power of Salesforce. The customer 360 degree view is simple, fast and centralizes everything you need in a CRM record. It is a real bridge between Salesforce and all extra information that a user needs to empower the customer relationship management, adding inteligence to the sales and post sales processes. A must-have integration for Salesforce.

M-Files and Salesforce - A great decision!

VDA deployed the M-Files intelligent information management platform and began utilizing the Salesforce integration to connect all customer related information & documents to tap into the full potential of VDA's Salesforce investment. Founded in 1980, VDA is the leading Elevator and Escalator Consulting Firm and has provided consulting services for more than 38,000 projects in the USA and globally. The Salesforce platform serves as a critical anchor for our sales and customer service operations. With its seamless integration into Salesforce, M-Files helps us streamline our sales processes by enabling our team to access and manage all related documents and structured data from any system or repository without ever leaving the familiar Salesforce UI. Using Salesforce and M-Files together has allowed VDA to achieve significant operations efficiencies leading to savings of more than $120,000 annually! M-Files has a great network of partners and support staff that are ready to support all Salesforce integration requirements. With a proven ROI and regular product enhancements, VDA highly recommend that you try the M-Files Salesforce integration/app! You won't be disappointed!

Direct access to all customer files and documents from SalesForce: simple, fast and secure.

The unique SalesForce and M-Files integration provides a complete 360 ​​degree view of all customer information. M-Files is the intelligent information platform that we (GeONE) have been using and providing for quite some time. Information in M-Files is managed based on "what" something is instead of "where" it is stored. In this way, our employees have quick access to the correct information, regardless of whether this information is stored on the network drives, sharepoint, one-drive or of course simply in M-Files. Search works like Google and thanks to Artificial Intelligence, information in M-Files is immediately provided with the correct tags. Simple, fast and safe. With the Salesforce integration, all these functionalities are directly available within the Salesforce interface, in this way an actual 360 degree view of the information is provided from 1 location. Searching in different systems is not necessary and customers can be served faster.

M-Files & Salesforce - a truly 360 degree view of everything!

M-Files is an award winning Intelligent Information Management (IIM) system that connects to Salesforce in a unique way. Combining leading edge artificial intelligence with unmatched connectivity to disconnected repositories like network folders, Google drive, SharePoint and more - M-Files allows a user to access all the relevant customer content from one place - inside Salesforce! Staff no longed have to leave Salesforce and conduct frustration searches in disparate systems, just to locate documents and other information. With M-files everything is accessible from one user interface, even the information you didn't know existed. This provides a truly 360 degree view of content which will enhance the use Salesforce and increase productivity across the organisation.