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Integrações de Negócios

Integrações do Content Cloud para Salesforce

Capacite Vendas e Serviços com Insights de Gestão de Conteúdo do Salesforce®

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Comece a usar

O gerenciamento de conteúdo da Salesforce com GenAI simplifica processos complexos, como a gestão de contratos e a colaboração interfuncional, e impulsiona mais receita com a integração de clientes e vendas cruzadas e adicionais proativas.

Processos do ciclo de vida do contrato

Working across multiple systems slows sales teams down. Close sales faster by integrating Salesforce, SAP, and other critical contract lifecycle management systems with cloud content management.

Onboarding e retenção de clientes

The faster customers are onboarded, the sooner you start seeing revenue. Streamline customer onboarding by automating tasks, centralizing data, and personalizing with GenAI insights.

Venda cruzada e upselling

O que seus clientes realmente querem? Capacite os representantes para descobrir tendências de clientes, antecipar necessidades e impulsionar proativamente mais receita usando GenAI, gerenciamento de conteúdo e integrações com o Salesforce.

Colaboração interfuncional

Equipes de vendas colaboram em processos que abrangem departamentos, geografias e funções. Facilite com o gerenciamento de conteúdo SaaS e integrações com Microsoft Teams, Google Workspace e Salesforce.

Líderes confiam no OpenText

Líderes confiam no OpenText

Veja o que as integrações do Content Cloud para o Salesforce podem fazer pelo seu negócio

  • Aproveite mais os dados do CRM com a integração do Salesforce

    Integrate Salesforce and other business app data into content management solutions for a 360-degree view, streamlined sales processes, and increased productivity.

  • Dedique mais tempo à venda

    Economize horas em tarefas repetitivas, como entrada de dados ou busca de informações, com captura inteligente de documentos, automação de processos com IA e integração com o Salesforce.

  • Intensificar experiências e satisfação do cliente

    Find and summarize information fast and respond to customer requests with personalized follow-up emails—in any language—using a GenAI intelligent assistant.

  • Descubra insights e oportunidades de contas

    Use o GenAI para obter visibilidade sobre tendências de compra, históricos de clientes e outros insights de clientes, a fim de identificar novas oportunidades e fidelizar os clientes para sempre.

  • Proteger e governar informações

    Cumpra as regulamentações de privacidade, como o GDPR, com governança integrada ao gerenciamento de conteúdo da Salesforce para manter as informações protegidas, controladas e seguras.

Leia a visão geral da solução

Desbloqueie o valor das integrações do Content Cloud com o Salesforce

OpenText™ content management, document management, cloud capture, and AI content management solutions integrate with Salesforce to meet sales, service, and implementation needs so businesses can maximize customer data, keep customers, and drive revenue.

Saiba mais

Veja em 60 segundos como otimizar processos, obter insights e satisfazer clientes

Os dados da Salesforce revelam que os profissionais de vendas passam apenas 28% da semana vendendo, utilizando em média 10 ferramentas para fechar negócios.[1]

As soluções de gerenciamento de conteúdo do Salesforce, impulsionadas pelo OpenText™ GenAI, integram perfeitamente os dados dos sistemas CRM, unificando informações em todos os pontos de contato para uma visão de 360 graus e acesso instantâneo aos insights dos clientes.

Ajude os representantes de vendas e serviços a se concentrarem em vender, encontrar e conquistar mais vendas, melhorar experiências e aumentar o valor vitalício do cliente.
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Resources

Enhance policy and claims customer experience with GenAI SaaS content management

Read the white paper

Turn customer insight into meaningful actions with AI content management and Salesforce Agentforce

Watch the video

Enhance policy and claims customer experience with GenAI SaaS content management

Read the white paper

Turn customer insight into meaningful actions with AI content management and Salesforce Agentforce

Watch the video

  • OpenText Content Cloud connects to Salesforce through a purpose-built, native integration—no custom development or ongoing maintenance required. Sales and service teams access enterprise content from SAP, Microsoft, Guidewire, and other solutions directly inside the Salesforce UI. For Agentforce, Content Aviator provides an AI-to-AI integration that delivers governed, contextualized content in real time, enabling accurate and compliant AI-assisted workflows without leaving your CRM.

  • Agentforce and other AI assistants reason over whatever content they can access. Without governance, that produces confident but inaccurate answers and creates real liability in regulated environments. OpenText adds a semantic layer over enterprise content, transforming static documents into contextualized inputs that AI assistants can reason over accurately. Built-in governance prevents hallucinations, oversharing, and compliance exposure when AI accesses sensitive business content.

  • OpenText Content Cloud integrations for Salesforce go beyond file storage. File storage holds documents; content intelligence understands them, classifies them, and makes them accessible to both people and AI. OpenText manages the full document lifecycle from generation to archive, not just the storage layer. Records management, retention controls, audit trails, and compliance automation are built directly into the platform.

  • Yes. OpenText delivers purpose-built integrations with Salesforce, SAP, Microsoft 365, Guidewire, Google Workspace, Workday, Dynamics 365, and other solutions. Sales and service teams get a true 360-degree customer view by eliminating content silos across systems. Content stays governed and synchronized across every connected application, with a single source of truth that travels with the customer record regardless of which system created it.

  • OpenText deploys on your terms: on premises, private cloud, hyperscaler (AWS, Azure, Google Cloud), or multi-tenant SaaS. Global data sovereignty is supported through multi-region data centers that meet GDPR, HIPAA, FedRAMP, and industry-specific compliance frameworks. Audit-ready retention, records management, role-based access controls, and AI governance for Agentforce deployments are all built into the platform.

  • Start with OpenText Core Content Management for Salesforce. It is the fastest path to unified content access inside your CRM and requires no complex deployment. Add Content Aviator to bring AI-powered content intelligence and the Agentforce integration into the mix. Organizations with more complex enterprise environments can extend to OpenText Content Management for Salesforce or OpenText Documentum Content Management for Salesforce.

  • Salesforce integrations from OpenText impact four high-value business processes. Contract management connects Salesforce with contract lifecycle systems, accelerating deal cycles with full version control and audit trails. Customer onboarding and service delivery gives reps instant access to policies, contracts, and case history inside the CRM. Sales-to-order processing bridges Salesforce with SAP and Microsoft applications to move from closed-won through fulfillment and invoicing without manual handoffs. For regulated industries, it accelerates claims resolution and reduces fraud exposure across financial services and insurance.

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    Notas de rodapé

    Notas de rodapé

    1. [1] Salesforce, State of Sales, 5ª Edição Estado de Estado, 2022