Adding Customer Relationship Management to Document Workflow

Posted on October 19, 2009 under Uncategorized by

A powerful add-on to M-Files document management software is M-Files Customer Relationship Management (CRM), which allows you to add customer attributes into the M-Files database.  You can then associate contact events (like emails, meetings, calls, or faxes) as well as relevant company documents to a particular customer or sales prospect. 

The CRM module integrates with M-Files’ easy-to-customize workflow tools.  Just as M-Files document manager gives you a history of internal document creation, CRM tracks each transaction of correspondence with an outside contact.  M-Files CRM is an essential component for companies who handle customer service requests, capture sales intelligence, or whose processes include documents like forms or contracts that need client response.

Placing your customer relations procedures on the M-Files metadata-based platform means you can flexibly build these relationship into any Windows document, regardless of the complexity of your business rules. 

For example, this month’s M-Files case study, Beech Builders, typically deals with more than one “customer” per project — sometimes three or four.  The contractor follows not only correspondence with property owners for building repair, but also various insurance agents who verify the work and pay the invoices.  Beech Builders uses M-Files CRM to effectively manage each unique multiple-customer situation. 

Find out more about add-ons to M-Files, including CRM features.  You can even evaluate customer relationship management free, after you download the trial M-Files Express.  Just ask a M-Files representative how to try out M-Files add-ons.

About M-Files

M-Files dynamic content management solutions are revolutionizing the ECM market by transforming how businesses manage, secure and share information with a unique metadata-powered approach that organizes and processes content based on what it is, rather than where it resides. Thousands of businesses in over 100 countries use M-Files on-premise, in the cloud or in hybrid environments to improve productivity and quality, and to ensure compliance with industry regulations and standards, including companies such as SAS, Elekta and EADS.

VN:F [1.9.22_1171]
Rating: 0 (from 0 votes)

Leave a Reply

Your email address will not be published. Required fields are marked *