Sales teams collect, manage and track customer interactions in CRM systems, but content, such as contracts, offer letters, quotes and invoices, also offers context for customer tracking. When data silos and disconnected systems limit access, operational efficiency suffers and valuable insights are lost.
Customer Information Management solutions integrate with leading CRM systems to deliver a complete 360-degree customer view, improve engagement and streamline sales operations.
Explore the guide to learn how to support faster, smarter sales processes and more engaging customer experiences.
Automate sales processes, simplify customer tracking and boost operational efficiency with OpenText™ Core Content for Sales Departments integrated with Salesforce.
Respond quickly to customer needs and build strong relationships with positive and consistent customer experiences throughout the entire sales cycle.
Close deals faster with a SaaS solution that enables real-time access to account-related content across all touchpoints directly from CRM applications.
Spend less time searching systems for account-relevant information and more time prospecting.
Gain the visibility and insights to identify cross-sell and upsell opportunities that increase customer lifetime value.
Instantly locate and re-use the right information and regulatory content to comply with mandates and guidelines, such as GDPR.
Sales processes span departments, geographies and functions. Disconnected systems make it hard to track customer interactions, collaborate and deliver great customer experiences. Leverage the benefits of SaaS to connect systems to work from anywhere.
Responding to RFPs and RFxs requires rapid, accurate input from across the organization. Organizations must simplify bid, proposal and contract coordination to hit deadlines and win business. Centralize information for a full customer view.
Financial Service institutions (FSIs) must provide highly consistent, seamless interactions across multiple touchpoints. Disconnected customer data can prevent a single customer view. Consolidate information for a true 360-degree view.
Ensure all unstructured and structured data is available to complete tasks, prepare for customer interactions and find selling opportunities.
Simplify operations, improve productivity and provide employees with key information when and where they need it.
Increase relevance with up-to-date customer tracking, reliable insights and a complete, 360-degree customer view.
OpenText Consulting Services combines end-to-end solution implementation with comprehensive technology services to help improve systems.
Enhance your customer information management solution with additional capabilities that improve process efficiency.