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DYNAMIC CONTENT MANAGEMENT
DRIVING GREATER CRM PRODUCTIVITY WITH M-FILES SOLUTION FOR PROFESSIONAL SERVICE FIRMS
DYNAMIC CONTENT MANAGEMENT
► 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
DYNAMIC CONTENT MANAGEMENT
► 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
DYNAMIC CONTENT MANAGEMENT
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
DYNAMIC CONTENT MANAGEMENT
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
DYNAMIC CONTENT MANAGEMENT
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
DYNAMIC CONTENT MANAGEMENT
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
DYNAMIC CONTENT MANAGEMENT
Contact segmentation► Dynamics view examples for contacts:
Contacts by industry
Contacts by organization role
Contacts by country and city
DYNAMIC CONTENT MANAGEMENT
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
DYNAMIC CONTENT MANAGEMENT
Opportunities overview
DYNAMIC CONTENT MANAGEMENT
Leads overview
► New prospect is automatically converted to lead at opportunity creation
DYNAMIC CONTENT MANAGEMENT
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
DYNAMIC CONTENT MANAGEMENT
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
DYNAMIC CONTENT MANAGEMENT
Clients► Client acquisition cost is
automatically calculated for new clients
► Email notifications to alert you about inactive clients
DYNAMIC CONTENT MANAGEMENT
Projects► Automatic definition of sales
type (new, repeated or cross-selling)
► Project phases and task lists
DYNAMIC CONTENT MANAGEMENT
Projects overview
DYNAMIC CONTENT MANAGEMENT
Project task lists
DYNAMIC CONTENT MANAGEMENT
Documents
► Saving directly from Windows folders or Microsoft Outlook
DYNAMIC CONTENT MANAGEMENT
Documents► Document card is assigned with
file at creation► Document check-out/check-in
functionality► Co-authoring via OneDrive► Multi-file documents support
DYNAMIC CONTENT MANAGEMENT
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
DYNAMIC CONTENT MANAGEMENT
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
DYNAMIC CONTENT MANAGEMENT
Search capabilities
► Easy to use and easy to find► Searching based on card attributes (metadata) and file content
DYNAMIC CONTENT MANAGEMENT
Object relationships► Object relationships are
automatically updated► Relationships view is
available for any system object
► Additional connections between objects can be defined manually
DYNAMIC CONTENT MANAGEMENT
Tasks and time entries
DYNAMIC CONTENT MANAGEMENT
Employees overview
DYNAMIC CONTENT MANAGEMENT
Campaigns► Campaigns include marketing
events, external conferences, email campaigns, etc.
► Cost per campaign contact (responded or participated) calculation
DYNAMIC CONTENT MANAGEMENT
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
DYNAMIC CONTENT MANAGEMENT
Campaigns overview
DYNAMIC CONTENT MANAGEMENT
Campaign activities► Campaign activities include
records of sent emails, campaign responses, event participations
► Responses received by email can be uploaded directly from Microsoft Outlook
DYNAMIC CONTENT MANAGEMENT
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
DYNAMIC CONTENT MANAGEMENT
Personalized views► Quick access to user-related
information
DYNAMIC CONTENT MANAGEMENT
► Direct connection to any database
► Packaged integrations for Microsoft Dynamics, SAP, etc.
Integration with external systems
DYNAMIC CONTENT MANAGEMENT
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
DYNAMIC CONTENT MANAGEMENT
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
DYNAMIC CONTENT MANAGEMENT
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