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OpenText Extended ECM for Salesforce

Automate content management

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A day in the life of a Sales Professional - Optimize sales cycles with OpenText Extended ECM for CRM

OpenText Extended ECM for Salesforce overview

OpenText™ Extended ECM for Salesforce® is an enterprise solution for sharing, controlling and managing business and transactional documents at scale, in content-intensive business processes spanning multiple systems from within Salesforce. With Extended ECM for Salesforce, business users are enabled with advanced document management capabilities to enhance collaboration and efficiencies inside the organization, and externally with customers and partners, while seemlessly automating records management processes and controls behind the scenes.

What is a content services platform?

A content services platform is an integrated set of technologies that provides content and information management focused services across business systems, such as CRM, ERP and HCM, of an organization. The platforms enable business productivity while addressing the lifecycle of information in support of digital business and transformation. Bringing content services to Salesforce better equips organizations to access and process information through content intensive business processes and the value chain involving the application ecosystem.

OpenText Extended ECM for Salesforce features

  • Immersive user experience icon

    Immersive user experience

    Leverages the Salesforce framework to fully embed within the Salesforce Lightning user interface.

  • Data integration icon

    Data integration

    Automatically replicates relevant data from Salesforce business objects for content context, classification and management.

  • Fully flexible icon

    Fully flexible

    Supports standard and custom Salesforce object types.

  • Share information with customers and partners icon

    Share information with customers and partners

    Extends interaction to Salesforce Community Cloud.

  • Easily configurable icon

    Easily configurable

    Enables easy configuration from basic to advanced use cases, with no coding required.

  • Roles and permissions respected icon

    Roles and permissions respected

    Leverages Salesforce permission concept to define roles and assign content access.

OpenText Extended ECM for Salesforce benefits

  • Increase customer satisfaction

    Get a true 360-degree view of customers by enabling business users access to relevant information.

  • Greater control and governance

    Enable business users access to the right version of information, while seemlessly addressing compliance, regulatory and record keeping demands.

  • Reduced sales and service cycles

    Deliver key information in context to help reduce cycle times.

  • Increased collaboration and productivity

    Realize results faster with access to the documentation users need, without leaving Salesforce.

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