Customer Information Management

Master sales operations with deep CRM integrations and a 360-degree view of customer information

of sales reps say current economic conditions make it important to anticipate customers’ needs[1]

Solve process-related challenges for sales

Simplify customer document management with OpenText™ and Salesforce®

Sales teams collect, manage and track customer interactions in CRM systems, but content, such as contracts, offer letters, quotes and invoices, also offers context for customer tracking. When data silos and disconnected systems limit access, operational efficiency suffers and valuable insights are lost.

Customer Information Management solutions integrate with leading CRM systems to deliver a complete 360-degree customer view, improve engagement and streamline sales operations.

Explore the guide to learn how to support faster, smarter sales processes and more engaging customer experiences.

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How customer information management improves sales operations

Automate sales processes, simplify customer tracking and boost operational efficiency with OpenText™ Core Content for Sales Departments integrated with Salesforce.

  • Increase customer satisfaction

    Respond quickly to customer needs and build strong relationships with positive and consistent customer experiences throughout the entire sales cycle.

  • Shorten sales cycles

    Close deals faster with a SaaS solution that enables real-time access to account-related content across all touchpoints directly from CRM applications.

  • Focus on revenue-generating activities

    Spend less time searching systems for account-relevant information and more time prospecting.

  • Uncover new sales opportunities

    Gain the visibility and insights to identify cross-sell and upsell opportunities that increase customer lifetime value.

  • Reduce risk

    Instantly locate and re-use the right information and regulatory content to comply with mandates and guidelines, such as GDPR.

Optimize sales operations with a complete customer view

  • Application integration

    Sales needs easy access to accurate information. Switching between CRM systems and information repositories to get a full picture slows teams down and adds misinformation risk. Integrate content sources to speed information flows and reduce errors.

  • Cross-functional collaboration

    Sales processes span departments, geographies and functions. Disconnected systems make it hard to track customer interactions, collaborate and deliver great customer experiences. Leverage the benefits of SaaS to connect systems to work from anywhere.

  • Automated sales tasks

    Many tasks in the sales cycle are repeated from account to account. Manually performing the same task individually wastes valuable time that could be spent on revenue-generating activities. Automate and streamline repetitive tasks.

  • RFx response

    Responding to RFPs and RFxs requires rapid, accurate input from across the organization. Organizations must simplify bid, proposal and contract coordination to hit deadlines and win business. Centralize information for a full customer view.

  • Contract lifecycle management

    Customer contracts are vital to business, as records of both risk and revenue. Disparate systems make maintaining an accurate library of customer commitments a challenge. Ensure a single source of truth and insight across all contracts.

  • Client onboarding

    Financial Service institutions (FSIs) must provide highly consistent, seamless interactions across multiple touchpoints. Disconnected customer data can prevent a single customer view. Consolidate information for a true 360-degree view.

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Explore the components of the solution

Capture information intelligently

Ensure all unstructured and structured data is available to complete tasks, prepare for customer interactions and find selling opportunities.

Manage content in context

Simplify operations, improve productivity and provide employees with key information when and where they need it.

Deliver engaging communications

Increase relevance with up-to-date customer tracking, reliable insights and a complete, 360-degree customer view.

Professional Services

OpenText Consulting Services combines end-to-end solution implementation with comprehensive technology services to help improve systems.

Additional capabilities

Enhance your customer information management solution with additional capabilities that improve process efficiency.

Customer Information Management resources

4 tips to enhance sales operations

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Integrate with Salesforce to sell faster and smarter

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Power modern work with next-generation SaaS content services

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Integrate lead business applications with SaaS content services

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Intelligently automate document and data capture for Salesforce

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Harness inbound customer information to transform sales and service operations

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Make information your customer superpower

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Discover other ways OpenText and Salesforce work better together

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Core Content Starter Package

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AppExchange Mavericks: OpenText + Salesforce

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OpenText Extended ECM for Salesforce

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Frequently asked questions

A customer information system stores and provides access to all data related to the customer. It typically links content and documents to a structured database system, such as a CRM, that defines the individual customer.

Information systems should facilitate customer relationship management by providing a 360-degree customer record that includes not just real-time data from a CRM but also related content from other information systems such as a content management repository or file store.

To provide full customer tracking and visibility, organizations should consider all inbound and outbound communications with the customer and apply systems to ensure relevant stakeholders can easily access this content.

Sales operations play a key role in delivering connected and effective systems to their users. Associated customer content is often dispersed throughout systems and departments. Sales operations should lead the way in connecting this information to customer records inside the CRM.



  1. [1]Salesforce Research, State of Sales, 4th Edition, 2020

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