M-Files for Salesforce

Add speed and capability to your Salesforce platform with M-Files integration

salesforce m-files crm cms customer relationship manager content management systemNow, Salesforce users can enjoy added functionality and instant access to information with M-Files for Salesforce!  This integration connects M-Files to corporate Salesforce accounts, which enables workers to quickly access and edit documents relevant to their proposal, bid, and more right from their Salesforce view.

Powered by M-Files' cutting edge metadata process, this solution sources content from a variety of configured data repositories and then analyzes their content for what it's about and how it connects.  But, what is metadata?  Simply put, it's a method to organize information based on what it is instead of where it is.  Instead of a document being categorized by a long file path, it can be categorized by customer name, bid name, date, and what element of the bid it is.  Organizing information with metadata is a proven way to accurately and thoroughly classify documents, no matter what way they're searched for.

Once M-Files analyzes documents and applies its metadata, this intelligent solution automatically makes references to document content and connects related pieces of information.  And, because it links to active company drives like SharePoint, Google Drive, and more, M-Files for Salesforce is always up to date.  No manual data import needed - the solution simply works in the background and analyzes all new or edited documents automatically so you enjoy fast access to content without the burden of manual upkeep.

Back in your Salesforce account, you'll enjoy the ability to see all aspects and documents relating to a customer account automatically, such as order status, invoices, communications, and more...all from your familiar Salesforce view.  Previously, users would have to log into multiple solutions to get all of the information they needed.  This proves troublesome when on the road or under tight schedules.  Not any more with all of your critical business information in one place.

PaperFree is a trusted and experienced M-Files integrator - contact us today to learn more about how we can help you utilize M-Files' intelligent technologies to improve your sales efforts.

Key Benefits of M-Files for Salesforce

Quick & Easy Access to Information

  • Find documents, related customers and projects easily and within seconds
  • Quick search: find files based on their data classification, metadata attributes and content
  • Publish certain documents specifically to customers and partners

Controlled Editing of Documents

  • Prevent simultaneous changes with check-in and check-out functionality
  • Automatic version history: restore previous versions or compare changes with previous versions
  • Change log and audit trail: always be able to see who has made edits and changes
  • Manage document processes easily with workflows and assignments

Secure

  • Control data visibility; hide and protect sensitive documents while maintaining a single storage location
  • Simple and configurable permission settings reduce the risk of human error
  • Windows Active Directory authentication
  • Encrypted connections
  • Automated backups of all data

Ease of Use, Anywhere

  • Familiar Windows user interface: “Open” and “Save” functions
  • Web access and mobile document management capabilities
  • View, create, edit, and store documents in offline mode, with automatic synchronization once re-connected

Integrate with Existing Systems

  • Seamless integration into Windows
  • Support for all file formats (Word, Excel, PDF, JPEG, etc.)
  • Direct integration with all modern CRM and ERP systems and other database systems
  • Import e-mail messages from your email server