Salesforce as the single pane of glass

Partner with us to help your customers not only manage their customer data better but improve the way they work and engage with their customers, ultimately enhancing their customer experience.

Expand your portfolio with new revenue opportunities

Your customers use Salesforce to manage all aspects of their customer relationships. They want to see Salesforce as the single source of truth for all customer-related data. However, when information resides in multiple business systems and repositories (including on premises and cloud applications), Salesforce alone cannot offer this “everything in one view” experience. This is where M-Files fits in.

M-Files provides a transparent 360-degree view of all enterprise data regardless of its origin and makes it available within the Salesforce user interface. This helps end users find, access and manage documents related to a customer, opportunity, offer, project, or prospect in one single view. Simply put, M-Files extends Customer 360 to include documents and other information stored anywhere.

Salesforce as the single pane of glass

M-Files connects all customer-related processes, activities, and information in one view within the Salesforce user interface. Whether the data sits in Teams, SharePoint, Outlook, or in network folders, users will be able to surface it within Salesforce. This increased transparency and efficiency help companies provide an improved customer experience, reduce churn, increase up-sell and cross-sell opportunities and reduce time to service customers.

Improved productivity and compliance

The increased transparency enables organizations to eliminate duplication of information across systems. This minimizes time spent on searching for and creating documents. Routine tasks and document management processes can be automated for sales and customer service using workflows. At the same time, M-Files makes sure that documents are available to the right people only and managed securely.

Reduced costs for your customers

When M-Files is used for document storage, whether in the cloud or on premises, your customers can save on infrastructure and storage costs. Data from other business systems can be surfaced within Salesforce, displayed in context, and managed via automated workflows, regardless of storage location. As the same data is available also in M-Files, non-Salesforce users will also be able to access the information.

How our partners describe us

“Our company will benefit from the M-Files next-generation intelligent information management platform. We have robust business partnerships with some of the globe’s leading technology companies, including AWS, Microsoft, and Salesforce. Adding M-Files to our technology stack makes great sense. There’s synergy with the M-Files for Salesforce CRM integration offering, allowing our customers to bring their daily content and business data together into one common view, even when their staff are working remotely and no matter where the content is stored – network folders, SharePoint sites, business systems or other repositories. That’s powerful.”

Lee Silverman, CEO
getNEXT