Sales and Marketing Automation

Your business relies on CRM software to stay in touch with customers, leads and other contacts. M-Files can integrate with your existing CRM system creating a seamless connection between your core sales automation platform and the critical content that your sales team needs to blow out the numbers.
M-Files makes sure you have the customer information, collateral and data you need to keep your company and numbers growing. With M-Files, customer-related documents – such as proposals, presentations, contracts, purchase orders, invoices, quotes and emails, can be quickly located and accessed -- directly from the CRM of your choice.

Benefits of M-Files Sales and Marketing Automation

  • Guarantee high user adoption: The biggest challenge of deploying a new system is getting everyone to use it. With M-Files, user adoption is never a problem because it conforms to how you work. Organize and manage vital sales and marketing documentation and related processes to ensure your sales team is at the top of their game without having to crack a user manual. It's intuitive, accessible from all of programs you use and it just works.
  • Everything in one place: Sometimes finding the right document when you need it seems impossible. Where was that customer proposal saved? Who edited it last? What if it didn't matter? M-Files eliminates the chaos of traditional folders by organizing content based on what it is, so you never have to remember where it’s saved or which version is the right one.
  • Sharing and collaboration: Sharing documents in M-Files is as easy as a right click. Whether you need to send your customer a document or collaborate with colleagues, M-Files keeps everything streamlined and organized.
  • CRM: Keep track of every bit of information about your customers and prospects. From documents (like proposals, emails and invoices) to orders and contact details, M-Files maximizes your investment in CRM. Use another CRM system? M-Files connects to the leading CRM systems to make sure all of your information is in one place.
  • Collateral management: Few things are more frustrating than finding out you've been working with an outdated version of a document. M-Files can notify you when marketing collateral is updated, and even when it hasn't been reviewed in a while. That way you can stay on top of all of the great content you're creating without having to worry about it.
  • Expense reporting: No one likes scanning a bunch of expense receipts after a sales trip. In M-Files, filing all of your expenses is simple. Take a photo of your receipt with your smartphone while you're on the trip, save it to M-Files using the M-Files mobile app and the expense reporting process is started automatically.
  • M-Files plays well with others: Communication is the key to any relationship and your business software is no exception. M-Files talks to your other systems so you can find what you need from wherever you are. We integrate tightly with existing CRM, ERP and other business systems so that every bit of information you need is in one place.