M-Files

The M-Files platform is focused on making it easy as possible to access any information you’ve digitized. Whether it’s a document, a spreadsheet, an order, an email – M-Files knows what you’re looking for and how you can find it. It also provides all the context you need to understand those files, ensures each document goes through the proper workflow and more. And it makes it possible to access those files from anywhere, cutting search time down to near zero. In the simplest terms, it organizes content based on what it is, not where it’s stored.

M-Files integrates with the tools and technologies you are already familiar with. It integrates seamlessly with Microsoft 365, making it possible to add advanced permissions, document control and intuitive workflows to MS Teams and SharePoint – and to connect to a variety of CRMs and ERPs as well. The platform also integrates with Outlook, Google Workspace, Salesforce, Adobe Sign, DocuSign and a number of tech stacks.

Is Salesforce the go-to place for all information at your workplace? Probably not. But you still need to use it daily to manage your customers, partners and other accounts. Likely, you have some customer-related files attached to the customer in Salesforce, while additional information resides in network folders, Outlook, ERP systems, SharePoint and other systems. Quite the jungle of systems! But Salesforce integration with M-Files can help

For most businesses, SharePoint is still a silo in the cloud and sales has to waste time jumping between systems and browsing folders in order to get to the information they need. By attaching the M-Files intelligent information management solution to your Salesforce instance, you make it your go-to place for all information stored and managed at your company. A big time-saver!