Customer Relationship Management

Customer Relationship Management (CRM) systems offer great visibility into an organization's sales pipelines and customer accounts for service, but do not manage and create all the other information that today’s high tech sales and service organizations need. The enormous volume of such information – product demo scripts, proposals and quotations, responses to requests for proposals (RFPs), contracts, territory plans, account and sales meetings – is overwhelming.

Meet your Business Goals

  • Optimize customer interactions by ensuring that company representatives have a 360-degree view of all customer information
  • Ensure that customer complaints and returns are processed efficiently

Key Performance Indicators

  • Time to close customer complaint
  • Customer satisfaction ratio
  • Revenue from repeat customers

OpenText solutions for CRM reduce the effort required to create sales documents, speed contract negotiations and legal reviews, and share information with customers, prospects and channel partners in a timely, effective manner. With Livelink Enterprise Content Management (ECM) solutions, service centers gain robust search capabilities and easy access to technical information, product documentation and engineering changes.

ECM solutions from OpenText for CRM deliver this functionality with the following components:

Supplemented by Business Content (e.g., predefined workflows) to give you a head-start in configuring workstreams and processes, Consulting Services, Training and Support tailored to meet your requirements.