Link Salesforce customer data with documents.
Streamline the management of new and existing customers with M-Files for Salesforce.
Connect customer data in Salesforce with M-Files Intelligent Information Management. Find information in other enterprise systems, corporate network drives, SharePoint sites and other repositories directly from the Salesforce interface. Improve document management in Salesforce with smart functionality. Automate customer-related processes with document workflows and built-in AI for better workflow automation.
Content
Customer data and content in one view.
Do you want to be able to manage all related documents while working in Salesforce?
Salesforce is an important day-to-day tool for managing customer records. But in most cases, managing customer records is not enough, organisations often also need document management capabilities in Salesforce. You also need to be able to access, edit and manage documents and content related to customers for there to be a complete customer record.
With the M-Files for Salesforce add-in, you can find, access, edit and manage all your content in the familiar Salesforce view, regardless of where that content is stored. You can also view related company data in other systems in the same view.
Immediately more efficiency.
Find, manage and automate documents and other information related to CRM records - such as Accounts, Contacts and Opportunities - within the Salesforce interface.
360-degree view of all activities and manage customer data, related documents and content more efficiently in one view.
You use the functionalities of M-Files content that might be stored in SharePoint, a network drive or other location. No matter where content is stored, manage it directly from Salesforce.
Manage workflow automation in Salesforce for all business processes in one place for fast processing and approval of customer documents.
With M-Files, you create access to data from other systems and repositories, without migrating this content and data.
Add intelligence to content - in the Salesforce interface
M-Files offers several AI functionalities that help automate your business.
Easily add workflows to documents or manage business processes with established business guidelines with M-Files workflow automation for Salesforce. Or search for patterns in data to identify business-critical information in content.
- Protect confidential information and control information visibility
- Use artificial intelligence to identify business-critical data from content
- Add advanced workflows to automate office work and improve compliance without leaving the Salesforce interface.
- Benefit from templates and best-practices for different use cases and industries
Cloud, on-premise or hybrid.
Salesforce document management integration can be delivered both cloud-based, on-premise and as a hybrid. Read more about the various M-Files deployments.
Benefits Salesforce document management integration
Integrating Salesforce with M-Files puts you a step ahead as an organisation. A few benefits at a glance:
- Work on every device, in any place. Even without an internet connection.
- Quick access to documents via multiple search inputs
- Limit physical storage to minimum: lower costs
- Add workflows add: automate processes around documents
- Version management ensures always the latest and correct version. See exactly who contributes what when and to which document.
- Your documents are safe, both in transit and in storage.
- Permission management enables advanced roles.