OpenText Suite for Salesforce®
Optimize Salesforce CRM effectiveness through integration with lead applications across the organization with enterprise content management as the key.
Every organization wants to increase agility and productivity by extracting maximum value from its processes and content. But knowledge workers are only as good as the information they can efficiently access. OpenText™ Extended Enterprise Content Management (ECM) solutions to bridge the silos created by disparate lead applications to seamlessly pull structured and unstructured information together and present the whole story to the customer relationship management (CRM) users who need it.
Your customer service and sales representatives live in Salesforce, so why make them tediously search for knowledge and information across disjointed enterprise resource planning (ERP), ECM, and file share repositories? This inefficiency can have a huge impact on responsiveness and accuracy.
OpenText Extended ECM solutions maximize productivity by offering end users the ability to work and collaborate in the application of their choice, whether it’s CRM, ERP, ECM or desktop interfaces. Everyone has access to the same single version of the truth across all platforms. Information becomes more relevant and more personal, all in real time.
Unlock the three common CRM challenges
- Lack of integration between Salesforce and your content management systems - multiple interfaces making it hard to find things and get context to make business decisions when needed.
- How to engage and excite the customer - lack of customer insights and understanding because correspondences, contracts and documentation aren't stored or accessed in a single application.
- End-user adoption and decreased user productivity - long search times and lack of content consistency and context leads to the need for additional overhead, duplication of efforts and communication errors
OpenText – the Digital Information Platform
xECM for Salesforce
OpenText Extended ECM for Salesforce connects Salesforce cloud services to the OpenText Extended ECM Platform and surfaces ECM capabilities and content inside the Salesforce user interface choice (Lightning, Salesforce1 or Classic). The Extended ECM Platform also spans SAP, Oracle, and Microsoft applications.
Exstream for Salesforce
OpenText Exstream for Salesforce can generate personalized correspondence from Salesforce via a built-in rules engine, including quotes, contracts, and follow up emails. After creating these documents, Exstream supports multi-channel output methods (print, email, SMS), also storing auditable document versions in OpenText Extended ECM for Salesforce and updating or creating data in Salesforce.