Manage documents directly within Salesforce CRM.
Instantly locate important customer-related documents directly from within a customer’s Salesforce environment with M-Files for Salesforce CRM.
M-Files for Salesforce CRM takes CRM to new heights. With M-Files, sales and service teams can organize and manage customer-related documents such as proposals, contracts, and sales collateral – then tag them to related records, such as Accounts, Opportunities, Contacts or Leads.
Easy to learn and use
With M-Files as an integral component of Salesforce CRM, finding the correct version of any document related to any Salesforce record is as easy as clicking a button – no expensive training is required, and concerns over user adoption are a thing of the past.
Cloud or hybrid deployment
M-Files for Salesforce CRM is available as both a cloud-based service or as on-premise software, giving you the options you need to for optimize your business or to comply with regulatory and policy requirements.