21 June 2021
Salesforce is a leading CRM solution and M-files is a leading information management and content management solution.
By integrating both solutions, we are able to achieve a true 360-degree view of a Client.
M-Files have been working closely with the Salesforce team for a number of years and today we are able to share content and information between both solutions.
- Imagine being able to see all documents and data regardless of where they may be stored or which business systems they may be in.
- Imagine being able to see this in context and linked to a Client in the Salesforce CRM solution.
M-Files provides the platform for a business to achieve this.
Taking it further, The M-Files Solution allows you to connect all content and automate your business and client interactions.
- Improve the digital client experience
- Enhance your key business transactions
- One single hub of truth for you and your clients
- Maintain top-notch security and compliance (for South Africa this is directly linked to POPIA)
Whether you are a Salesforce Client or Salesforce Partner, give us a call today and learn how you can add value to your business and existing Salesforce Solutions.
PS: We also offer similar functionality with other CRM solutions including Dynamics.
VM Consulting together with M-Files: The Smarter Way to Work
About the author:
Vanessa Miller
Vanessa has over 22 years of experience in content & document management, information management, business process management, and knowledge management. During the course of her career, she has assisted many organizations with their digital transformation.
Vanessa has lead her company into the 21st century with the M-Files solution and in 2016 VM Consulting became an M-Files Gold Partner and was awarded for Outstanding Achievement in Commitment to M-Files at the EMEA Partner Conference. Vanessa is passionate about bringing solutions that work to businesses within South Africa and Africa.