M-Files for CRM
Document Management and CRM
M-Files have the central position in a business controlling all documents.
There are many other systems a business may use such as Customer Relationship Management (CRM) or Enterprise Resource Planning (ERP) and accounting system software
M-Files development is now aimed at full integrations with as many of these other systems to create a fully integrated document controller, connecting all parts of the business.
Documents can be found and searched for in any of the integrated systems, information is only entered once!
Two leading CRM systems are now fully integrated with M-Files
Microsoft Dynamics CRM and Salesforce.com
For example customer-related documents such as proposals, quotations and contracts are a key part of customer relationship management, and with M-Files you can easily tag documents with the related records in Microsoft Dynamics CRM or Salesforce CRM such as customer, project, or quotation. Once tagged, it's then simple and fast to locate any important customer-related document directly from the Dynamics or Salesforce CRM user interface, or with the instantly familiar Windows Explorer interface of M-Files without having to launch the either Dynamics or salesforce CRM.
M-Files for CRM is easy to setup and configure without requiring a major implementation project or a significant investment of time and IT resources.
- Easy to use = system gets used = users accept M-Files and use it
- Easy to implement= low IT input = low IT cost
- Proven technology working in thousands of locations around the world= you know it works!
- Find any document easily= cost savings for all parts of the business
Great for offline working and or with poor internet connections!
Mintronics offer document control systems through north east England
