Make Salesforce Your Single Source of Truth
Integrate key documents with customers, leads, and opportunities.
M-Files for Salesforce allows you to manage your documents in the same view as your customer and other business data providing one view for all relevant information.
M-Files for Salesforce Elevates User Experience, So Every Task Runs Seamlessly
Improve accuracy and reduce wasted time for your sales team by putting
all their daily tasks in one place − including the ability to create, store, find and manage documents.
Contract Management
Manage contracts by creating a contract from a template and multiple documents, through the commenting rounds, to approval and storage.
Opportunity Management
Use automated workflows to generate proposal documents with pre-fill data and drive your opportunities through Salesforce faster.
Document Management
Give your employees the familiarity of their daily tools. Manage your documents in all connected archives directly from the Salesforce user interface.
Document Management
How Does M-Files for Salesforce Work?
With M-Files, sales and service teams can organize and manage customer-related documents such as proposals, contracts,
and sales collateral – then tag them to related records, such as Accounts, Opportunities, Contacts or Leads in Salesforce.
Protect
Protect confidential information and control the visibility of information.
Leverage AI
Leverage artificial intelligence to discover business-critical data from clutter.
Add Workflows
Add sophisticated workflows to automate office work and improve compliance.
Use Templates
Benefit from ready-made templates for several use cases and industries.
See M-Files in Action
Seeing is believing. Schedule a demo to learn more about simplified search, automatic workflows, intuitive user interfaces, and built-in integrations with existing applications and file systems.