OpenText: Put the X in ECM for Salesforce®2. OpenText Confidential. ©2016 All Rights Reserved. 2
TRAVERSING CONTENT BETWEEN CRM & ERP
Content is Bridged
Between Leading Platforms
The Factor extends your business
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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)
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Information-fueled Business Processes
OpenText
Extended
ECM
E TENDED
into lead APPLICATIONS
TCONTE
to provide CONTENT in
E PERIENCES
and 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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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 essential
sales information
Securely manage critical
customer content consistent with
corporate governance and settings
of the CRM application
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Information sharing
and collaboration
Promote a culture of sharing
with improved and easy to use
application
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Scalability for
business growth
Make your business grow and
CRM lean by extending your
Enterprise Content Management