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비즈니스 통합

Salesforce용 Content Cloud 통합

Salesforce® 콘텐츠 관리 인사이트로 영업 및 서비스를 강화하세요

Take a tour of Salesforce content management제품 살펴보기

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생성형 AI 기반의 Salesforce 콘텐츠 관리는 계약 관리 및 부서 간 협업과 같은 복잡한 프로세스를 간소화하고, 고객 온보딩과 사전 예방적 크로스셀링 및 업셀링을 통해 더 많은 수익을 창출합니다.

계약 라이프사이클 프로세스

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.

고객 온보딩 및 유지

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

크로스셀링 및 업셀링

고객이 진정으로 원하는 것은 무엇인가요? 생성형 AI, 콘텐츠 관리 및 Salesforce 통합을 사용하여 고객 트렌드를 파악하고, 요구 사항을 예측하고 선제적으로 더 많은 수익을 창출할 수 있도록 영업 사원의 역량을 강화하세요.

직무 간 협업

영업팀은 부서, 지역과 기능을 아우르는 프로세스에서 협력합니다. SaaS 콘텐츠 관리 및 Microsoft Teams, Google Workspace, Salesforce 통합으로 협업을 더욱 용이하게 하세요.

리더들의 신뢰를 받는 OpenText

리더들의 신뢰를 받는 OpenText

Salesforce용 Content Cloud 통합이 비즈니스에 제공하는 이점

  • Salesforce 통합으로 CRM 데이터 활용도 향상

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

  • 판매에 할애하는 시간 증대

    지능적 문서 캡처, AI 프로세스 자동화, Salesforce 통합을 통해 데이터 입력이나 정보 검색과 같은 반복적인 작업에 소요되는 시간을 절약하세요.

  • 경험과 고객 만족도 증대

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

  • 계정 인사이트와 기회 발견

    생성형 AI를 활용하여 구매 트렌드, 고객 이력 및 기타 고객 인사이트를 파악하여 새로운 기회를 발견하고 고객을 평생 동안 유지하세요.

  • 정보 보호 및 관리

    Salesforce 콘텐츠 관리에 기본 제공된 거버넌스를 통해 GDPR과 같은 개인정보 보호 규정을 준수하여 정보를 보호하고, 통제하며, 안전하게 유지합니다.

솔루션 개요 읽기

Salesforce와의 Content Cloud 통합이 제공하는 가치 활용

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.

더 알아보기

60초 만에 프로세스를 간소화하고, 인사이트를 얻고, 고객을 만족시키는 방법을 확인해 보세요.

Salesforce 데이터에 따르면 영업 전문가들은 일주일 중 28%만을 영업에 할애하며, 평균적으로 10개의 도구를 사용하여 거래를 성사시킵니다[1].

OpenText™ 생성형 AI 기반 Salesforce 콘텐츠 관리 솔루션을 사용하면 CRM 시스템의 데이터를 원활하게 통합하여 모든 접점에서 정보를 통합하고 360도 뷰와 고객 인사이트에 즉시 액세스할 수 있습니다.

영업 및 서비스 담당자가 판매에 집중하여 더 많은 매출을 찾고 성사시키고, 경험을 향상하고, 고객 생애 가치를 높일 수 있도록 돕습니다.
AppExchange에서 방법 알아보기

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.

    어떻게 도와드릴까요?

    각주

    각주

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