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业务集成

Salesforce 的 Content Cloud 集成

利用 Salesforce® 内容管理的洞察力提升销售和服务

了解 Salesforce 内容管理浏览产品

开始使用

基于生成式 AI 的 Salesforce 内容管理功能可简化合同管理和跨职能协作等复杂流程，并通过客户入驻和主动交叉销售及追加销售增加营收。

合同生命周期流程

跨多个系统协作会拖慢销售团队的进度。将 Salesforce、SAP 和其他关键合同生命周期管理系统与云内容管理功能集成，更快完成销售。

客户入驻和保留

客户入驻速度越快，您就能越早看到收益。通过自动执行任务、集中管理数据，以及利用生成式 AI 洞察实现个性化服务，简化客户入驻流程。

交叉销售和追加销售

客户真正想要什么？利用 GenAI、内容管理和 Salesforce 集成，赋能销售代表以发现客户趋势、预测需求，并主动推动更多收入。

跨职能部门协作

销售团队在跨部门、跨地域和跨职能的流程中开展协作。通过 SaaS 内容管理以及 Microsoft Teams、Google Workspace 和 Salesforce 的集成，轻松处理工作。

领导者为何选择 OpenText

领导者为何选择 OpenText

了解适用于 Salesforce 的 Content Cloud 集成能为您的业务带来哪些益处

  • 通过 Salesforce 集成，从 CRM 数据中获取更多信息。

    将 Salesforce 和其他业务应用数据集成到内容管理解决方案中，以便全方位洞察数据、简化销售流程并提高生产力。

  • 花更多时间进行销售

    通过智能文档捕获、AI 流程自动化和 Salesforce 集成，节省在数据输入或查找信息等重复性任务上花费的时间。

  • 提升体验和客户满意度

    利用生成式 AI 智能助手快速查找和汇总信息，并通过支持任何语言的个性化跟进电子邮件响应客户请求。

  • 发掘账户见解和机会

    利用 GenAI 获取购买趋势、客户历史记录和其他客户见解，以发现新机会并留住客户。

  • 保护和治理信息

    通过 Salesforce 内容管理中内置的治理功能，遵守 GDPR 等隐私法规，确保信息得到保护、有效控制并保障其安全。

阅读解决方案概述

利用 Salesforce 释放 Content Cloud 集成的价值

OpenText™ 内容管理、文档管理、云采集和 AI 内容管理解决方案可与 Salesforce 集成，以满足销售、服务和实施需求，以便企业最大限度地利用客户数据，留住客户并拉动收入。

了解更多信息

在 60 秒内了解如何简化流程、获取洞察并满足客户需求

Salesforce 的数据显示，销售人员每周只有 28% 的时间用于销售，平均使用 10 种工具来完成交易。[1]

OpenText™ GenAI-powered Salesforce 内容管理解决方案无缝整合 CRM 系统数据，统一所有接触点的信息，实现 360° 视图和即时访问客户洞察。

帮助销售和服务代表专注于销售，寻找并赢得更多销售，提升体验，并提高客户终身价值。
在 AppExchange 上探索方法

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

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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    脚注

    脚注

    1. [1] Salesforce，“销售现状，第五版，国家状况”，2022 年