driving greater crm productivity with m-files solution for professional service firms

DYNAMIC CONTENT MANAGEMENT

DRIVING GREATER CRM PRODUCTIVITY WITH M-FILES SOLUTION FOR PROFESSIONAL SERVICE FIRMS


► Contact database is not enough segmented and thus, prospect targeting can not be qualitatively performed

► Client documents and emails are stored in a way that exposes their company to risks (for example, on their workstations or in email programs)

► All the client-related content (emails, meetings, calls, documents, contacts, employees involved in negotiations, etc.) can not be quickly accessed in a way to get the full picture of client relationship

► Specialized CRM software is too complicated that kills employees’ motivation to use it

Key business challenges of client relationship management the professional service firms face with


► Reduce the time and cost of data administration by offering user-friendly and intuitive interface

► Combine CRM with strong document management functionality in single corporate information management solution

► Improve productivity and efficiency by providing employees with a 360-degree view of clients and prospects

► Provide quick and easy access to information by finding the content related to clients and projects within seconds

► Easily integrate with accounting and other business systems to gain valuable insights into client relationships

M-Files for CRM for Professional Service Firms


M-Files user interfaces

► M-Files Desktop is integrated to Windows ► M-Files Web access via any popular Internet browser (Internet Explorer,

Mozilla Firefox, Google Chrome, Safari)► M-Files native mobile apps for iPhone/iPad, Android and Windows Phone

devices


Accounts► Accounts include prospects,

leads, clients, competitors and other organizations

► Embedded segmentation capabilities (by company size, revenue size, industry, ownership type, contact group, associations)

► New segment types can be easily configured

► Automatic check an account for duplicates at creation


Contacts► Contact birthday notifications by

email► Last contact date is

automatically updated► Contact name can be registered

and displayed in different languages

► Automatic check a contact for duplicates at creation

► Import contacts to Microsoft Outlook


Instant visibility ► System objects are displayed via

dynamics views► Dynamics views based on

objects metadata► Views are centrally managed► Anyone can create views

specific to them


Contact segmentation► Dynamics view examples for contacts:

Contacts by industry

Contacts by organization role

Contacts by country and city


Opportunities► Opportunities can also be

created based on campaign responses or contact inquiries

► Marking opportunity as won converts it to project automatically

► Last contact date by opportunity is automatically updated


Opportunities overview


Leads overview

► New prospect is automatically converted to lead at opportunity creation


Contact activities► Contact activities include phone

calls, meetings, emails and informal communication events

► Import activities to Microsoft Outlook Calendar

► Documents can be assigned to activities


Saving emails► Drag-and-drop emails &

attachments to M-Files Smart Folders

► Functionality is built right in to Microsoft Outlook

► M-Files can automatically determine what the document is and who it relates to


Clients► Client acquisition cost is

automatically calculated for new clients

► Email notifications to alert you about inactive clients


Projects► Automatic definition of sales

type (new, repeated or cross-selling)

► Project phases and task lists


Projects overview


Project task lists


Documents

► Saving directly from Windows folders or Microsoft Outlook


Documents► Document card is assigned with

file at creation► Document check-out/check-in

functionality► Co-authoring via OneDrive► Multi-file documents support


Microsoft Office integration► Creating documents based on

templates► Embedded integration with

Microsoft Word, Excel, PowerPoint, Outlook and SharePoint

► Document auto filling based on object properties


Version control► Changes are recorded automatically► Full audit trial available► Rollback to previous version is possible► Versions can be compared via M-Files

toolbar from Microsoft Word

v1

v2v3


Search capabilities

► Easy to use and easy to find► Searching based on card attributes (metadata) and file content


Object relationships► Object relationships are

automatically updated► Relationships view is

available for any system object

► Additional connections between objects can be defined manually


Tasks and time entries


Employees overview


Campaigns► Campaigns include marketing

events, external conferences, email campaigns, etc.

► Cost per campaign contact (responded or participated) calculation


Campaign’s contact selection

► Export campaign contacts to CSV file for use in email marketing software (MailChimp, etc.)

► Import records of sent emails to M-Files


Campaigns overview


Campaign activities► Campaign activities include

records of sent emails, campaign responses, event participations

► Responses received by email can be uploaded directly from Microsoft Outlook


Information security► Access to the system objects is

always based on user permissions

► Different permissions levels: read only and modify

► Permissions can be set automatically based on the metadata


Personalized views► Quick access to user-related

information


► Direct connection to any database

► Packaged integrations for Microsoft Dynamics, SAP, etc.

Integration with external systems


About FTS► European presence: Offices in The Netherlands, Bulgaria,

Russia, Ukraine and associated companies in Poland and Hungary

► Trusted system integrator: 250+ customers in 20 countries► Deep IT expertise: Successful implementation projects of

Microsoft Dynamics AX/NAV/CRM, Deltek Maconomy, M-Files and Microsoft Power BI

► Strong team of professionals: 50+ IT consultants and developers


About M-Files► Developed by Finnish-based M-Files Corporation► M-Files Corporation is Microsoft Gold Partner for Application

Development► Powerful, metadata-powered enterprise information

management (EIM) and document management system► Designed in accordance with ISO, FDA, EU GMP, HIPAA

standards► Ranked as one of leading ECM/EIM solutions by Gartner,

Forrester Research and Nucleus Research ► M-Files solution is used by more than 4500 customers in 100

countries worldwide


Recognition of M-Files as one of ECM-market leaders“M-Files is unique with its strong metadata-centric approach to enterprise information management.“

The Forrester Wave™ Report ECM Business Content

Services, Q3 2015

Any questions? Please contact us:

Artem ShpachenkoBusiness DirectorFTS GroupEmail: [email protected]: www.fts-eu.com

driving greater crm productivity with m-files solution for professional service firms

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