Organizations have long relied on OpenText™ Documentum D2 to store and manage business-critical content. OpenText Extended ECM Documentum for Salesforce® extends those leading content management capabilities into the Salesforce platform. Enterprise-grade content governance and lifecycle management can now be introduced to content within the world's leading CRM system. Integration also enables information flows, allowing Documentum content to be surfaced automatically within the Salesforce UI, giving users real-time information to enhance sales cycles, customer service and process efficiency.
Immersive user experience
Leverages the Salesforce framework to fully embed content stored in Documentum within the Salesforce Lightning user interface.
Supports standard and custom Salesforce object types.
Enables simple, light-touch tailoring to suit the needs of any use case with no coding required.
Replicates relevant data automaticaly from Salesforce business objects for content classification and management in the context of the business process.
Information sharing across the organization
Ensures access to all relevant information within Salesforce UI.
Respected roles and permissions
Leverages Salesforce permission concepts to define roles and assign content access.
Increase customer satisfaction
Get a true 360-degree view of customers by giving Salesforce users real-time access to relevant information from across the organization.
Reduce sales and service cycles
Automatically surface relevant information in context to reduce cycle times.
Leverage greater control and governance
Give business users access to the most current information, while seamlessly adhering to compliance, regulatory and record-keeping policies.
Improve collaboration and productivity
Accessing the right information at the right time—without leaving Salesforce—improves decision making, problem solving and customer satisfaction.