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OpenText Apps for Salesforce

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A day in the life of a Sales Professional - Optimize sales cycles with OpenText Extended ECM for CRM

OpenText Apps for Salesforce overview

A true 360 degree view of the customer requires a full view of not just transactional data, but also the related unstructured content.

OpenText™ Apps for Salesforce® allow customers to connect Salesforce Clouds, such as Sales, Service, Community or Marketing, to key OpenText platforms.

Available On App Exchange

OpenText Apps for Salesforce features

  • Data integration

    Data integration

    Automatically replicates and utilizes relevant data from business objects within OpenText apps for document generation or content classification and management.

  • Fully flexible

    Fully flexible

    Supports both standard and custom Salesforce object types and utilizes both Process Builder and Flows to allow customers to map their business processes.

  • Easily configurable

    Easily configurable

    Offers easy configuration with no coding required.

  • Roles and permissions maintained

    Roles and permissions maintained

    Leverages Salesforce permission concept to define roles and assign content access.

  • Seamlessly integrated

    Seamlessly integrated

    Leverages the Salesforce framework to fully embed into the Salesforce Lightning user interface.

OpenText Apps for Salesforce benefits

  • Increase customer satisfaction

    Deliver a true 360 degree view of customers to generate personalized communications.

  • Achieve brand consistency

    Ensure marketing campaigns or Exstream generated content messages are on brand each and every time.

  • Greater control and governance

    Ensure everyone is accessing the right version of critical documentation and enforce brand templates.

  • Increased collaboration and productivity

    Achieve great results faster by ensuring users have access to the documentation they need without leaving Salesforce.

  • Reduced sales and service cycles

    Greater control on documentation means Sales and Service teams can work more efficiently and improve on key SLAs.

OpenText Apps for Salesforce

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