One 360° customer view with fewer clicks and faster service through Salesforce–M-Files integration at ARAG
From fragmented data to unified insight
As one of Europe’s leading legal insurers, ARAG’s strength lies in supporting customers when it matters most. But behind the scenes, their customer data was scattered across multiple systems. Salesforce held valuable customer relationship data, while M-Files managed vital documentation. The result? A fragmented customer view, manual double work, and limited insight for their teams.
Why ARAG teamed up with GeONE (powered by Amista)
ARAG partnered with GeONE, part of Amista Group, for their deep M-Files expertise and hands-on integration know-how. With a no-nonsense approach and clear vision, GeONE proposed a scalable architecture that connects best-of-breed platforms like Salesforce and M-Files into one smart, unified system.
The mission: streamline information flow, reduce manual work, and empower users with fast, accurate insights across platforms.
The challenge vs. the solution
- Customer data and documents lived in two separate systems
- Agents had to switch between platforms, losing time and context
- Manual work led to duplication, errors, and frustration
- Seamless integration between Salesforce and M-Files
- Smart metadata synchronization and contextual document access
- One interface where users find what they need, when they need it
It feels like one system. Our teams now work faster, with fewer errors and more confidence.
The result vs. business impact
- Full 360° customer view inside Salesforce
- Faster service delivery and more efficient workflows
- Happier teams with fewer clicks and clearer context
- Reduced operational overhead and training time
- Higher quality and consistency in customer interactions
- A future-proof setup, ready to scale with ARAG’s ambitions
Ready to integrate smart with M-Files?
Customer
ARAGTechnology used
M-FilesAbout our client
ARAG is one of the world’s leading legal insurers, operating in 19 countries and serving millions of customers. With a strong focus on access to justice and legal empowerment, ARAG provides legal advice, insurance, and services that help individuals and businesses resolve disputes confidently. In the Netherlands, ARAG is a trusted name for high-quality legal support.