M-Files based CRM – Client & Corporate Relationships Management

• Entered Document and Enterprise Content Management market in 2005

• Headquarters in Finland and USA

• Microsoft Independent Software Vendor

• 16 000 clients in 100 countries worldwide

• M-Files solution included in top-20 of leading ECM-systems by Gartner

About M-Files Corporation

• Established in 1994 in Bulgaria, offices in The Netherlands, Bulgaria, Russia and Ukraine

• Provides a full range of IT consulting services, including business process reengineering, solutions implementation, users training, timely and quality technical support

• 200 clients in 15 countries

• Authorized partner of M-Files, Deltek and Microsoft in Eastern Europe

• Completed projects in Russia, Ukraine, Bulgaria, Serbia, Latvia, Georgia, Kazakhstan, Armenia and other countries

About FTS

• Unique technology that provides easy to learn and work

• Full-featured ECM (Enterprise Content Management) system

• Meets international standards of information management

• Universal integration tool with corporate client-server software solutions

• IT-platform that provides the possibility of its support and modification by company’s own IT-resources

5 reasons why you should pay attention to M-Files

Download M-Files trial version right now on www.m-files.com and evaluate its great features! M-Files based CRM solution can be provided

upon request to FTS company

• Contact management

• Marketing management

• Sales management

• Service management

• Document management

• Resource management

M-Files based CRM functional modules

Solution user interface

M-Files solution integrated in Windows Explorer

Data browsing is available via dynamic folders which can be structured by any number of

sublevels

Data search is available without necessity of opening new windows. M-Files

supports both full-text search and search by metadata

Advanced search capabilities allow to set additional criteria

Contact management

• Contact companies and persons registration

• Contacts grouping and sorting by multiple analytical dimensions

• Contact activities registration, such as meetings, phone calls etc.

• Full history of company communications is available through one click

• Contact activities planning and registration in calendar application

Functionality

Contact company registration – number of card’s fields is easily managed

Contact person registration

Contacts can be reviewed with using different filters and by analytical

dimensions

Contact activity registration – record can be linked with different registration cards

like projects or opportunities

Full history of company communications and relationships is available

Contact activities can be shown in calendar

New contact activities can be created via calendar (start time and end time can be

registered by activity too)

Marketing management

• Registration of marketing lists, campaigns and resulting campaign activities (telemarketing, e-mailing) and received responses

• Campaign effectiveness analysis with detailed information – number of campaign contacts and responses, response rate, cost per contact and per response

• Event (seminars, conferences etc.) and participants registration

• Event effectiveness analysis with detailed information – number of registered and participated contacts, cost per participant

• Client satisfaction survey registration with question lists and responds with detailed information – percentage of respondents comparing to survey selected contacts, number of answers regarding satisfaction and importance values, average, maximum and minimum score by each question

Functionality

Marketing campaign registration – campaign types can be added

Campaign activity registration – selected contacts will be automatically added into campaign activity card on

creation

Campaign response registration

Campaign activity statistics is available in real-time

Event registration – event types can be added

Event participant registration

Statistics is available after all data entered for event

Client satisfaction survey registration – number of questions can be

managed

Questions registration for survey

Contact selection lists registration for survey

Respondent registration with his/her answers for each question

(satisfaction and importance evaluation is recommended)

Survey statistics is available in real-time

Answers statistics is available for all survey questions

Sales management

• Registration of clients (integration with ERP-system can be organized) and competitors

• Products (goods and services) and price-lists registration

• Opportunity and its lines registration, contact activities history by opportunity

• Projects registration (integration with ERP-system can be organized)

• Opportunity analysis by contact companies, industries, responsible employees and statuses

Functionality

Client registration can be done based on contact company card, entered manually or imported from ERP-

system

Competitor registration

Products registration – goods and services are available, number of unit

types can be managed

Price list lines registration – lines can be imported from MS Excel

Opportunity registration – amount can be entered manually or calculated

from opportunity lines amounts

Opportunity lines registration – unit price can be entered manually or derived from

price-list

Opportunity workflow – state changes will automatically change probability rate

and weighted amount

Statistics is available by opportunity

Contact activity registration by opportunity

Project registration can be done based on opportunity, entered manually or

imported from ERP-system

Service management

• Registration of service contracts and services being delivered, automatic notifications about expired contracts

• Cases registration (requests, claims, wishes etc.)

• Cases analysis by contracts, employees, products, statuses and unsolved cases statistics

• Service activities registration (consultations, repairs etc.) related to cases with information about service locations and required equipment

• Contract agreed number hours or cases comparison with actually registered hours or cases, automatic notifications about contracts with ‘over quota’ cases/hours

Functionality

Service contract registration – amount can be entered manually or

derived from contract lines

Service contract lines registration – line amount can be entered manually or

derived from price-list

Service contract can have several statuses: Active (cases and service activities registration

is available), on hold and expired (cases and activities can not be registered by such

contract)

Service case registration

Employee can be assigned from the list of unassigned cases

Service activity registration regarding case

System automatically calculates total number of registered cases and time spent

Document management

• Corporate documents structure organization and registration of documents by different classes

• Automatic documents creation from templates with information derived from metadata cards

• Integration with MS Office applications (Word, Excel, PowerPoint, Outlook)

• Documents history keeping and comparison capabilities

• Document search by keywords – M-Files finds information by both metadata cards and within document text

• Automatic upload of scanned documents and e-mails

Functionality

Document class should be chosen before document card registration - template can be

assigned to each class

New document will be opened in appropriate application after card registration completion

Some information can be derived from metadata cards (for example, client

information)

After saving changes in the document, new document version will be automatically

created

Document versions can be compared

System supports full-text search

M-Files supports automatic upload of scanned documents

E-mail messages can be automatically uploaded to M-Files

Resource management

• Resources registration – employees and equipment

• Task registration and processing

• Administrative time registration – work check-in/check-out, business trips, vacations and illnesses

• Meeting rooms and corporate cars booking

Functionality

Employee registration

Equipment registration

Task registration – automatic e-mail notification will be sent to assigned user

After task completion, its status will be automatically updated with e-mail

notification to task registrant

After completion, task can be accepted or sent for revision

Number of task completion repeats is automatically updated

Work check-in/check-out registration – check-in date and time is automatically

completed by system

After changing the state to Registered, check-out time and work hours value will be

automatically completed

Other time entry types records are registered manually, hours and days values will be

calculated automatically

Time entries can be reviewed in calendar by each employee

Booking entry registration – meeting rooms and cars can be booked

Booking entries can be created and reviewed in calendar

Other M-Files functionality

System supports work in offline mode. Created records and documents will be uploaded to server

after user goes online

Automatic e-mail notifications can be set for different types of system events

M-Files provides multi-language support

Web-client is also available and supports main web browsers, including Safari for

MacOS

Information registration is similar to Windows client

Mobile interface for iPhone

Mobile interface for Windows Phone Mobile interface for Android

Mobile interface for iPad

Data vault is easy to manage and edit with following actions:

• Users and user groups registration

• Managing object structure (contact companies, activities etc.), adding more fields (properties) to registration cards

• Workflows set-up (for example, opportunity processing)

• Automatic back-ups

• Data archiving

• Integration with external applications (e.g. ERP)

• System event logging

System administration

Contact for more information:

Artem ShpachenkoBusiness DirectorFTS UkrainePhone +38 (044) 351 1624Mobile +38 (050) 445 2405E-mail: ashpachenko@fts-eu.com