Customer Information Management
Win new customers and deliver on promises with a holistic view of customers, processes, products and services. Integrate your enterprise master data and drive collaborative business processes efficiently. Exchange information with your customers securely and automate compliance.
Challenges: Customer information is scattered across systems
Efficient management of customer relationship, related information and processes is key to any business. Very often, however, the information is scattered across systems, teams and departments, making it difficult to get the big picture and keep track of promises.
Solution: Build a 360-degree view to customer information management
Integrate to relevant enterprise information systems to build a 360-degree view of your customer information. Automate processes related to sales and delivery and make information discovery effortless. Ensure secure exchange of information and bulletproof compliance.
Solutions for Your Industry
Customer order management in manufacturing
Companies in manufacturing sell products of varying complexity with different time spans of delivery and life cycle. Regardless of the type of the product, the ability to track what has been sold to whom and the status of the delivery are crucial. The more complex the product, the more documentation is related to the customer order, to the manufacturing process and the logistics of delivering the product. All this forms a pool of information that becomes critical when the same customer orders again, there is an issue with the delivered products or there's a need for spare parts or maintenance services.
Client information management in advisory services
Advisory firms typically form long-term relationships with their clients and accumulate a lot of confidential information. At the same time, their advice and the working materials produced while creating the advice are the core intellectual property of the firm. All this information needs to be carefully protected, starting from new client onboarding to electronic exchanging of documents and regulatory records retention. And all this should be automated to the fullest extent possible, to free advisors to spend most of their time with clients and to reduce the risk of non-compliance from human error.
Customer Case Studies
More than 5,000 companies rely on M-Files to manage their documents every day.
Valeo Financial Advisors
- Valeo Financial Advisors partnered with M-Files for more efficient document management.
- Around 90 minutes per week saved in document search with improved client collaboration.
- M-Files ensured that Valeo spent less time on manual tasks and more time with their clients.
VDA
- VDA, a leading elevator and escalator consulting firm, wanted a streamlined documents system.
- M-Files' custom information solution resulted in a 50% reduction in survey to report issue turnaround time.
- VDA saved over $75,000 worth of man hours in the first year and hundreds of thousands since.
FVCbank
- FVCbank partnered with M-Files to address complex document storage needs.
- M-Files end-to-end document management platform allowed FVCbank to automate manual workflows.
- Customers and auditors now have instant access to loan files from any device.
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