OpenText Extended ECM for Salesforce
Enhance collaboration, automate processes and maximize efficiency in Salesforce
Contact us
Overview
OpenText™ Extended ECM for Salesforce® integrates Salesforce with a central content management platform and other business applications to improve information access, flow and governance. The solution surfaces relevant information from across the enterprise directly in the Salesforce interface to improve collaboration, efficiency and service.
At a pivotal moment for the Information Management industry, integrated content management is critical to success. Learn why.
Why choose OpenText Extended ECM for Salesforce?
-
Complete view of the customer
Connect, share and use customer data across multiple applications to distribute information across processes and surface where needed.
-
Fully integrated information flows
Customer information stored in Salesforce can be surfaced within the content management platform to support business processes without screen flips.
-
All-encompassing contract management
Easily generate, maintain, store, retain and manage the entire lifecycle of contracts in Salesforce.
How Extended ECM for Salesforce benefits business
OpenText Extended ECM for Salesforce integrates the industry-leading CRM application into a content management framework that facilitates information flows and introduces full lifecycle management to Salesforce content.
Browse the AppExchange-
Centralize customer data
Connect relevant information from across the enterprise to create context and provide a 360-degree view of customers.
-
Manage access and governance
Extend centrally defined security, compliance and permission policies into Salesforce.
-
Accelerate sales cycles
Surface relevant information from other business systems directly in the Salesforce interface, giving sales teams the details they need to act quickly and decisively.
-
Empower customer service
Enable service teams with access to accurate, up-to-date information faster, without leaving Salesforce.
-
Easy deployment
Experience simple and straightforward setup and configuration for any use case with no coding required.
Features
-
Immersive user experience
Fully integrates into Salesforce Sales, Service and Industry clouds to seamlessly embed content management functionality within the Salesforce Lightning user interface. -
Instant data integration
Automatically replicates relevant data from Salesforce business objects to provide content the needed context for classification and management.
-
Flexible configuration
Present content within standard and custom Salesforce business-object types. -
Sharing capabilities
Expand and manage information sharing across the Salesforce Experience Cloud.
-
Role-based permission management
Enhance existing Salesforce permission rules to manage or redefine roles.
Take advantage of OpenText and partner services
Deployment
OpenText offers deployment choice and flexibility for Extended ECM for Salesforce.
- Run anywhere and scale globally in the public cloud of your choiceOpenText Public Cloud (Multi-Tenant SaaS)
- Accelerate cloud strategies with OpenText cloud expertsOpenText Private Cloud (Single Tenant) on OpenText Cloud, AWS, GCP, or Azure
- Extend your teamOff Cloud, on-premises software, managed by your organization or OpenText
Professional Services
OpenText Consulting Services combines end-to-end solution implementation with comprehensive technology services to help improve systems.
- Your journey to successOpenText Professional Services
- Drive deeper product adoption and richer engagementCustomer Success Services
- Consulting ServicesAccelerate the Information Management journey
- Comprehensive Information Management services and resourcesExplore Professional Services
Partners
OpenText helps customers find the right solution, the right support and the right outcome.
- Search OpenText's partner directoryFind a Partner
- Industry leading organizations that enhance OpenText products and solutionsStrategic Partners
- Build better software productsOEM Solutions
- Explore OpenText's Partner solutions catalogApplication Marketplace
Training
OpenText Learning Services offers comprehensive enablement and learning programs to accelerate knowledge and skills.
- Meet the demands of all types of users for effective adoptionLearning Services
- Unlimited access to training with personalized tiers to fit your needsLearning Subscriptions
Communities
Explore our OpenText communities. Connect with individuals and companies to get insight and support. Get involved in the discussion.
- Explore ideas, join discussions and networkOpenText’s forums
