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Author: admin | 15.08.2014 | Category: Ringing Of The Ears Treatment

Documents are one of the key drivers in a customer relationship, for instance, an email, proposal or contract, can initiate or consummate the relationship, however, document management is usually an afterthought in CRM systems. Motive Systems, the developer of M-Files easy document management software and the Cloud-based document management service M-Files Cloud Vault, announced that M-Files for Salesforce CRM is immediately available for deployment on AppExchange 2. M-Files for Salesforce CRM improves the efficiency and productivity of sales and service teams using Salesforce CRM by organizing and managing customer-related documents such as proposals, contracts, presentations, sales collateral and email correspondence.
The interface between the two systems is bi-directional, so when customer information is added to Salesforce CRM, it is automatically replicated in M-Files, and can be tagged (or attached) to any document as a property of that document. M-Files for Salesforce CRM is particularly handy for mobile workers since documents can still be accessed without an Internet connection. Integrating M-Files with Salesforce CRM significantly boosts productivity by making all relevant documents instantly available. M-Files for Salesforce CRM is available immediately available for deployment on AppExchange 2 for as low as $39 per month, per user, or as a paid-up software license in on-premise configurations.
Motive Systems develops M-Files easy-to-use, professional document management software and the Cloud-based document management service M-Files Cloud Vault that enable companies and organizations of all sizes to make dramatic gains in efficiency and productivity by improving the way they organize and manage their business documents, information and processes.

Reach out to the author: contact and available social following information is listed in the top-right of all news releases. M-Files for Salesforce CRM is a cloud-based, professional document management solution that is tightly integrated with Salesforce CRM. Just tag any document to related records in Salesforce CRM, such as leads, opportunities, accounts, contacts, or cases, and it’s then easy and fast to locate any important customer-related document directly from the Salesforce CRM user interface.
Customer records can be viewed directly in M-Files without having to launch the Salesforce CRM, enabling fast access to customer information, right from within any application on the desktop. CRM software is well suited for managing and tracking customer interactions, however documents continue to play a key role in any businesses relationship. Over 100,000 individuals at more than 12,000 customers in over 70 countries worldwide use M-Files to manage their documents. It’s also possible to access any document or Salesforce record directly with the familiar Windows Explorer interface of M-Files right from the standard Save and Open commands in any Windows application — without having to launch Salesforce CRM. For instance, when creating a Word document, Excel spreadsheet, AutoCAD drawing, etc., using the application’s standard save command, one can simply save directly to the vault and tag the document with an account, contact or case, in the Salesforce CRM.

Records are automatically synchronized with Salesforce CRM and all documents are securely saved to the M-Files Document Vault immediately, or in the case of offline use, as soon as a network connection is reestablished. Whether it’s a presentation, proposal, contract, purchase order or invoice, a business interaction generally involves a document; something a CRM system is not designed to manage.
M-Files for Salesforce CRM is also available as an on-premise solution for those companies with massive amounts of documents that would make cloud storage cost-prohibitive, or for those with specific security policies that require certain documents to remain stored behind the company firewall. Similarly, the M-Files document vault can be accessed directly within Salesforce CRM, and new documents can be saved directly to M-Files. Customer letters and proposals can be drafted quickly, and dynamic content from Salesforce CRM records can be inserted directly into Word or Excel document templates.

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