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ビジネスとの統合

Content Cloud integrations for Salesforce

Salesforce®コンテンツ管理のインサイトで営業とサービスを強化

Take a tour of Salesforce content management製品の詳細を見る

利用開始

生成AIを活用したSalesforceのコンテンツ管理は、契約管理や部門の枠を超えたコラボレーションなどの複雑なプロセスを簡素化し、顧客のオンボーディングや、積極的なクロスセルやアップセルでより多くの収益を生み出します。

契約ライフサイクルプロセス

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.

顧客のオンボーディングとリテンション

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

クロスセリングとアップセリング

顧客が本当に求めているものは?生成AI、コンテンツ管理、Salesforceとの統合で担当者を強化して、顧客の傾向を把握し、ニーズを予測し、積極的に収益を上げることです。

部門の枠を超えたコラボレーション

営業チームは、部門、地域、機能にまたがるプロセスで協働します。SaaS型コンテンツ管理とMicrosoft Teams、Google Workspace、Salesforceの統合で簡単に。

各界のリーダーが信頼するOpenText

各界のリーダーが信頼するOpenText

Salesforce向けContent Cloud統合がビジネスのためにできること

  • Salesforceとの統合でCRMデータをさらに活用

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

  • 販売により多くの時間を費やす

    インテリジェントなドキュメントキャプチャ、AIを活用したプロセス自動化、そしてSalesforceとの統合により、データ入力や情報検索などの繰り返し作業に費やす時間を節約できます。

  • エクスペリエンスと顧客満足度の向上

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

  • アカウントのインサイトとチャンスを発見する

    生成AIを使用して、購買傾向、顧客履歴、その他の顧客インサイトを可視化し、新たなチャンスを見いだし、生涯顧客を獲得します。

  • 情報の保護とガバナンス

    Salesforceのコンテンツ管理に組み込まれたガバナンスにより、GDPRなどのプライバシー規制に準拠し、情報を保護し、管理し、安全に保ちます。

ソリューションの概要を読む

Content CloudとSalesforceの統合の価値を引き出す

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.

詳細情報

プロセスを合理化し、インサイトを獲得し、顧客を満足させる方法(60秒)

Salesforceのデータによると、営業担当者は週の28%しか販売活動に時間を費やしておらず、取引を完了するために平均10種類のツールを使用しています。[1]

生成AIを活用したOpenText™のSalesforceコンテンツ管理ソリューションは、CRMシステムのデータをシームレスに統合し、あらゆるタッチポイントの情報を一元化することで、360度のビューと顧客インサイトへの迅速なアクセスを実現します。

営業・サービス担当者が販売に集中し、より多くの売上を獲得し、エクスペリエンスを向上し、顧客生涯価値を高めることができるようにします。
AppExchangeで詳細を見る

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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    1. [1] Salesforce, State of Sales, 5th Edition State of State, 2022年