OpenText Extended ECM for Salesforce

OpenText™ Extended ECM for Salesforce® integrates Salesforce with a central content management platform and other business applications. Thanks to this, the employee receives immediate and easy access to information and workflow. To improve collaboration, efficiency and service, this solution displays relevant information from across the enterprise right in the Salesforce interface.

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Why choose OpenText Extended ECM for Salesforce?
  • Full view of the client
    The employee receives access to all documents and customer data from one place – Salesforce.
  • Better organization of work
    Thanks to the integration of OpenText Extended ECM and Salesforce, customer information can be made available to systems and support business processes.
  • Comprehensive contract management
    Easily and quickly generate contracts with customers, sign them electronically and manage their entire lifecycle in Salesforce.
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What are the benefits of OpenText Extended ECM for Salesforce?
  • Customer data in one place
    OpenText Extended ECM provides access to all customer data and documents from any device, at any time. Thanks to this, it creates a full picture of the client and provides context.
  • Provides security and access to data
    It extends the centrally defined security rules for access to documents and data and guarantees compliance of permissions with Salesforce.
  • It speeds up sales
    It provides sales teams with the detailed data they need to make better decisions faster, thus shortening the time to close the sale.
  • Improves customer service
    Gives service teams faster access to accurate, up-to-date information directly in Salesforce.
  • It is easy to implement
    Quick and easy installation and configuration allow you to start using the solution immediately.
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Key features
  • Cloud integration
    It fully integrates with Salesforce clouds, which seamlessly provides content management functions directly in the Salesforce Lightning user interface.
  • Instant data integration
    It automatically replicates relevant data from Salesforce business objects, thus providing case data and context.
  • Flexible configuration
    Presents content within standard and custom types of Salesforce business objects.
  • Sharing capabilities
    It allows you to share and manage information in the Salesforce Experience Cloud.
  • Role-based permission management
    Leverages existing Salesforce permission rules.
Digital archiving and workflow

Lower your costs, improve quality and speed of client service and guarantee data and documents security. Implement the top digital archiving and workflow system.

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