Business Integrations

Content Cloud integrations for Salesforce

Empower sales and service with Salesforce® content management insights

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GenAI-powered Salesforce content management simplifies complex processes such as contract management and cross-functional collaboration and drives more revenue with customer onboarding and proactive cross and up-selling.

Contract lifecycle processes

Working across multiple systems slows sales teams down. Close sales faster by integrating Salesforce and other critical contract lifecycle management systems such as SAP with cloud content management.

Customer onboarding and retention

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

Cross-selling and up-selling

What do your customers really want? Empower reps to uncover customer trends, anticipate needs, and proactively drive more revenue using GenAI, content management, and Salesforce integrations.

Cross-functional collaboration

Sales teams collaborate on processes that span departments, geographies, and functions. Make it easy with SaaS content management and Microsoft Teams, Google Workspace, and Salesforce integrations.

Leaders trust OpenText

Leaders trust OpenText

See what Content Cloud integrations for Salesforce can do for your business

  • Get more from CRM data with Salesforce integration

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

  • Spend more time selling

    Save hours spent on repetitive tasks like data entry or finding information with intelligent document capture, AI process automation, and Salesforce integration.

  • Heighten experiences and customer satisfaction

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

  • Uncover account insights and opportunities

    Use GenAI to gain visibility into buying trends, customer histories, and other customer insights to identify new opportunities and keep customers for life.

  • Protect and govern information

    Comply with privacy regulations such as GDPR with governance built into Salesforce content management to keep information protected, controlled, and secure.

Unlock the value of Content Cloud integrations with Salesforce

OpenText content management solutions, document management solutions, cloud capture, and AI content management integrate with Salesforce to meet sales, service, and implementation needs to maximize customer data, keep customers, and drive more revenue.

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See in 60 seconds how to streamline processes, gain insight, and satisfy customers

Salesforce data reveals sales professionals spend just 28 percent of the week selling, using an average of 10 tools to close deals.[1]

OpenText™ GenAI-powered Salesforce content management solutions seamlessly integrate data from CRM systems, unifying information across all touchpoints for a 360-degree view and instant access to customer insights.

Help sales and service reps focus on selling, finding and winning more sales, elevating experiences, and increasing customer lifetime value.

Resources

  • OpenText Salesforce integrations seamlessly connect CRM data with content management for a 360-degree view and instant customer insights. OpenText Salesforce content management integrations provide robust cloud capture, enhance document management, and expand AI content management solutions.

  • Salesforce integrations enable sales and service teams to:

    • Focus only on selling—finding new opportunities and closing more deals fast.
    • Maximize the value of CRM data to increase customer lifetime value and revenue.
    • Protect customer trust with secure and governed information.

  • OpenText Salesforce integrations simplify sales and service processes such as:

    • Contract management—integrating Salesforce and systems such as SAP.
    • Customer onboarding and cross- and upselling with GenAI insights to increase revenue.
    • Cross-functional collaboration with SaaS content management.

  • Yes, OpenText Content Aviator for Agentforce is an AI integration that enables sales and service teams to boost productivity and accelerate processes through AI-driven insights. OpenText Content Management integration is available now, and OpenText Core Content Management integration is coming soon.

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    Footnotes

    Footnotes

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