opentext: put the x in ecm for salesforce®
TRANSCRIPT
OpenText Confidential. ©2016 All Rights Reserved. 1
OpenText Confidential. ©2016 All Rights Reserved. 2
TRAVERSING CONTENT BETWEEN CRM & ERP
Content is Bridged Between Leading Platforms
The Factor extends your business
OpenText Confidential. ©2016 All Rights Reserved. 3
Extended ECM for Salesforce 16.2 Lightning & Mobile Support (Salesforce1)
LAB PREVIEW
Leverage Extended ECM / CS Smart UI for Workspace Rendering
New Salesforce Lightning UI
(Desktop + Mobile)
OpenText Confidential. ©2016 All Rights Reserved. 4
Information-fueled Business Processes
OpenText Extended
ECM
E TENDEDinto lead APPLICATIONS
TCONTEto provide CONTENT in
E PERIENCESand enable unique DIGITAL
Integrating into the world’s leading business eco systems
Digitize and automate information flows in context of business process
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Client Files Embedded within Salesforce
OpenText Extended ECM Workspace
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Extracting maximum value from processes and content.Synchronization of data from SAP.
9 Ways to Optimize Salesforce
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Key sales processes managed in one app
Meet mobile workforce needs to contribute from desktop or mobile UIs without switching application
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Visibility of marketing activities on account level
Enhance awareness and avoid communication errors by having all customer emails in Salesforce
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Informed customer understanding and decisions
Accurate customer insight and easy access to pertinent
correspondence
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Cut admin work and eliminate duplication
Improve sales productivity by minimizing search time and reduce
overhead to manage content
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Integrate with finance and back office apps
Minimize IT costs and improve data consistency by connecting
Salesforce content to ERP
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Complete customer relationship details
Shorten successful sales cycles by accessing specific customer data from other business apps
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Safeguard essentialsales information
Securely manage critical customer content consistent with corporate governance and settings
of the CRM application
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Information sharingand collaboration
Promote a culture of sharing with improved and easy to use
application
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Scalability forbusiness growth
Make your business grow and CRM lean by extending your
Enterprise Content Management
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9 Ways to Optimize Salesforce
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Extended ECM for Salesforce – A Content Enabler
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Learn more about Information Fueled Processes