Transform scattered document searches into sales wins with the Salesforce integration for M-Files.
Here’s an interesting fact: the average worker spends 18 minutes searching for a document. For an administrative role paid $75K annually who needs to track down 10 documents per day, this can cost you up to approximately $25K per year, per employee. (18 minutes * 10 documents = 3 hours a day for 48 working weeks at $36 per hour.) However, for a sales role, that same amount of wasted time is likely to cost you significantly more.
For a sales professional with a full pipeline, each hour wasted on paperwork takes away one hour of selling. This double loss eats into resources and carries a heavy opportunity cost.
Fortunately, your organization no longer has to accept these costs as inevitable. With the Salesforce integration for M-Files, your salespeople can reduce their administrative burdens and refocus on high-value selling.
What Is the Salesforce Integration for M-Files?
Your sales professionals work in Salesforce, but many of the documents they need every day on sales calls are located in your company’s network folders or ERP. Scattered files can take a while to find, and this can impact productivity.
The Salesforce integration for M-Files makes it easier for your sales team to save time. It offers secure, permission-based access from any device, so they can effortlessly reach relevant customer documents from any business system and view them right within Salesforce.
However, finding documents is only one part of the selling process.
Go Beyond Search
M-Files doesn’t only help your sales team gain a full view of all customer interactions, including critical documents like contracts and proposals. It also empowers your sales team to use ready-made templates, which can help shorten the sales cycle.
Using templates, your salespeople can:
- Generate new documents with consistent, pre-approved formatting, such as quotes, proposals, or sales agreements
- Quickly pre-fill accurate data into new documents, even if the data comes from multiple sources like your CRM and ERP
- Present one version of the truth for all document revisions, with no misleading or inaccurate duplicate versions
To finalize the sale, your sales team can use the Salesforce M-Files integration to collect e-signatures, activate sophisticated approval workflows, and effortlessly store all signed materials for future reference. M-Files also helps with notifications for contract renewals and archiving.
M-Files: A Smarter Way to Support Your Sales Team
When your salespeople have the freedom to find, create, store, and manage companywide documents from directly within Salesforce, they can allocate more of their time to selling.
For you, that’s smart business.
Giving salespeople the opportunity to boost their commissions can make them happier and increase their motivation. Giving your company the opportunity to boost revenues can give you the competitive edge.
Ready to learn more? Don’t waste time searching for information. Watch the video below for details on the M-Files Salesforce integration.
When You’re Ready,
Contact PeopleSense for More Information
Since 2003, PeopleSense has established itself as the definitive ERP and single source workforce management solution provider for businesses of all sizes throughout the U.S. and Canada, offering consulting for M2M® and Intuitive®, Sage HRMS, time and attendance solutions, Acumatica, and related services and products. PeopleSense provides clients with the peace of mind that comes from working with experienced consultants dedicated to customer service, who are affordably priced with no annual contracts. Reach out to get your business software questions answered.