M-Files extends Salesforce integration
M-has launched a new information management solution for Salesforce that seamlessly integrates M-Files content services directly within the familiar Salesforce user interface.
M-Files for Salesforce brings a full set of purpose-built, AI-powered information management capabilities to Salesforce, including cloud and on-premises content repositories, version history, security, collaboration, workflows, eSignatures, compliance support and more.
It also eliminates the need to migrate any data by providing direct access to a broad set of external repositories and other line of business applications, such as on-premises file shares, OneDrive for Business, SharePoint, Dropbox, Google Drive, Box, legacy ECM systems, such as OpenText, and ERP applications, like NetSuite and SAP.
M-Files improves daily productivity by allowing Salesforce users to stay focused on the accounts and related opportunities they are working on without having to switch to other applications to find the important related documents and other information they need to move deals forward.
“It is all about being able to discern the relevance of information to the task at hand, and then quickly and intuitively surface it to the user when they need it," said Mika Javanainen, VP of Product Marketing at M-Files.
"Relevance is driven by context, which in this case is established by the relationship to the customer of interest. M-Files has been speaking about and offering a 360-degree view of information based on essentially any relationship or property important to the organisation to establish context and relevance, for instance, customers, contacts, projects, cases and so on. This couldn't be more perfectly aligned with Salesforce Customer 360."
M-Files for Salesforce employs AI to automatically extract information insights and important relationships to establish context, such as the customer relationship, so documents and other important data automatically and dynamically "show up" where and when they're needed.
Modern AI-powered features, including auto tagging and auto classification, create deep insights into the meaning, value and sensitivity of information. This increases productivity while also guiding users and automating processes to maintain governance and compliance, which dramatically increases the value of any Salesforce deployment.