OpenText Exstream for Salesforce
- PRODUCT DETAIL
OpenText™ Exstream™ for Salesforce® provides document generation from the industry-leading customer relationship management (CRM) offering from Salesforce.
Your business is growing. Opportunity and customer needs are expanding. You need to communicate critical business information better, faster and more consistently than ever before. Help all your teams stay customer-centric with Exstream for Salesforce, the customer communications management solution that matches your CRM system.
Only Exstream for Salesforce offers you:
- Two different deployment models; either SaaS or connecting to your existing Exstream Platform
- Turnkey integration with Salesforce®
- UI support directly integrated with Salesforce® Lightning and Classic interfaces
- Generate highly personalized correspondence via a built-in rule engine
- Global business focus — more than 10 languages supported
- Instant customer sign-off with built-in electronic signatures
Whether your organization needs to produce a single customer service email or millions of personalized sales letters, Exstream for Salesforce helps to rapidly synthesize relevant business data and content into compelling written communications – all from within your familiar CRM environment.
Choose SaaS for rapid deployment…
A cloud-based solution (based on the formerly known Legodo PowerDocs), Exstream for Salesforce provides enterprise-class customer correspondence functionality without any enterprise-scale IT challenges. Your organization can focus on your customers while Exstream for Salesforce powers the back end, deploying in just minutes.
- Tightly integrated to Microsoft Word
- No need to purchase and maintain expensive IT infrastructure (if you choose SaaS)
- 24/7 access to cloud-based Customer Communication Management (CCM) resources, simple to deploy, maintain and scale
Or…Enable the Enterprise Platform
Already an OpenText Exstream customer? Maximize the investment in your platform and talk to us about running "Exstream for Salesforce" in Enabler mode.
- No need to maintain an additional CCM tool just for Salesforce
- Align all your corporate templates to stay on message
- Trust the Enterprise scaling of OpenText Exstream
Generate quotes, proposals, contracts, service documents, written follow-ups to phone inquiries, and other high-quality, personalized customer correspondence
Template selection for efficient and interactive document generation
OpenText™ Exstream for Salesforce integrates into your Salesforce CRM environment via a simple button. Whether from Salesforce Lightning or Classic users can click to access the template selection and quickly decide what kind of document to generate such as quotes, contracts, proposals, service documents and general customer correspondence.
Next finalize structural changes and other required data (which can be individually selected based on the template).
Edit generated documents using a Salesforce web interface that requires no local installation and can run on any device. The outgoing document is then generated and you can choose how it is delivered to the customer, and where it is stored.
Process integration. How your CRM supports your work
Exstream for Salesforce is more than just document generation software. You can design business processes or simply integrate Exstream for Salesforce into your existing processes. From task management, to sending or reviewing documents, everything can be clearly and optimally defined.
Depending on the template's design, quotes can be sent via various channels simultaneously, such as email, fax, SMS, print etc. A quote can also be sent to a variety of channels, each matched to its own format requirement.