OpenText™ Extended ECM Documentum for Salesforce® adds governance and lifecycle management to content within the world's leading CRM system. With Extended ECM Documentum for Salesforce, organizations get 360-degree insight into accounts, sales operations and customer service cases.
Get content-in-context across Sales and Services use cases.
Aggregate essential data across processes and systems to offer a complete customer picture to all users.
Automatically surface Documentum content within the Salesforce UI for real-time information to improve sales cycles and customer service.
Empower teams to better serve customer needs with full access to relevant information stored in Documentum.
Directly access key information in context of Salesforce.
Seamlessly add compliance, regulatory and record keeping requirements and control versioning discrepancies.
Present customer information stored in Salesforce to ECM users who may need the information to support the business process without being Salesforce users.
Fully embeds within the Salesforce Lightning user interface to create an immersive user experience.
Offers support for both standard and custom Salesforce object types.
Offers easy configuration from basic to advanced use cases, with no coding required.
Automatically replicates relevant data from Salesforce business objects for content context classification and management.
Allows users to share information from the Salesforce UI and interact directly within the Salesforce Community Cloud.
Leverages the Salesforce permission concept to define roles and assign content access while maintaining organizational security models.
OpenText offers deployment choice and flexibility for Extended ECM Documentum for Salesforce.
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OpenText helps customers find the right solution, the right support and the right outcome.
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