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Driving Greater CRM Productivity with M-Files Solution for Professional Service Firms

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Artem Shpachenko
Artem Shpachenko

M-Files for CRM for Professional Service Firms Solution meets key requirements what professional service firms look for in terms of the client relationship 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 Solution significantly increases manageability of client relationship management processes and makes the work easier to employees. The system provides the accountability of all the registered data, keeps the information securely stored and accessed by the authorized employees only.

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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 v2 v3
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 Campaigns 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 Shpachenko Business Director FTS Group Email: ashpachenko@fts-eu.com Web: www.fts-eu.com

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Driving Greater CRM Productivity with M-Files Solution for Professional Service Firms

  • 1. DYNAMIC CONTENT MANAGEMENT DRIVING GREATER CRM PRODUCTIVITY WITH M-FILES SOLUTION FOR PROFESSIONAL SERVICE FIRMS
  • 2. 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
  • 3. 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
  • 4. 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
  • 5. 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
  • 6. 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
  • 7. 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
  • 8. DYNAMIC CONTENT MANAGEMENT Contact segmentation Dynamics view examples for contacts: Contacts by industry Contacts by organization role Contacts by country and city
  • 9. 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
  • 11. DYNAMIC CONTENT MANAGEMENT Leads overview New prospect is automatically converted to lead at opportunity creation
  • 12. 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
  • 13. 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
  • 14. DYNAMIC CONTENT MANAGEMENT Clients Client acquisition cost is automatically calculated for new clients Email notifications to alert you about inactive clients
  • 15. DYNAMIC CONTENT MANAGEMENT Projects Automatic definition of sales type (new, repeated or cross- selling) Project phases and task lists
  • 18. DYNAMIC CONTENT MANAGEMENT Documents Saving directly from Windows folders or Microsoft Outlook
  • 19. 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
  • 20. 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
  • 21. 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 v2 v3
  • 22. DYNAMIC CONTENT MANAGEMENT Search capabilities Easy to use and easy to find Searching based on card attributes (metadata) and file content
  • 23. 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
  • 26. DYNAMIC CONTENT MANAGEMENT Campaigns Campaigns include marketing events, external conferences, email campaigns, etc. Cost per campaign contact (responded or participated) calculation
  • 27. DYNAMIC CONTENT MANAGEMENT Campaigns contact selection Export campaign contacts to CSV file for use in email marketing software (MailChimp, etc.) Import records of sent emails to M-Files
  • 29. 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
  • 30. 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
  • 31. DYNAMIC CONTENT MANAGEMENT Personalized views Quick access to user-related information
  • 32. DYNAMIC CONTENT MANAGEMENT Direct connection to any database Packaged integrations for Microsoft Dynamics, SAP, etc. Integration with external systems
  • 33. 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
  • 34. 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
  • 35. 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
  • 36. Any questions? Please contact us: Artem Shpachenko Business Director FTS Group Email: ashpachenko@fts-eu.com Web: www.fts-eu.com