Salesforce as the Single Pane of Glass

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.

M-Files and Salesforce Integration

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 & 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.

Join Our Ecosystem for Partner Success

Best-in-Class Solution

Analysts like Gartner, Forrester, and Nucleus Research recognize our metadata-driven document management platform as a global leader in information management.

Deployment Flexibility

Customers can deploy M-Files on-premises, in the cloud, or both under a single license subscription.

Multiple Revenue Streams

M-Files supports partners’ financial success with strong subscription margins, implementation service needs, and up-sell and cross-sell opportunities.

Built for Growth

Our SaaS-based model ensures predictable recurring revenue and continuous expansion, with greater rewards for Premier partners.

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