Sales professionals collect, manage and track customer interactions in CRM systems, but content, such as contracts, offer letters, quotes and invoices, also offers valuable context for customer tracking. When data silos and disconnected systems prevent access, operational efficiency suffers and valuable account insights are lost.
Customer and Account Information Management solutions integrate with leading CRM systems to deliver a complete 360-degree customer view, improve engagement and support a faster and smarter sales process.
Sell faster, sell smarter and delight customers.
Close deals faster with real-time access to account-related content across all touchpoints directly from CRM applications.
Gain the visibility and insights to identify cross-sell and upsell opportunities that increase customer lifetime value.
Spend less time searching systems for account-relevant information and more time prospecting.
Leverage AI to process incoming communications and ensure customer requests get actioned quickly and consistently.
Build strong relationships with positive and personalized customer experiences throughout the entire sales cycle.
Securely manage customer data to avoid leaks, follow consent rules and comply with mandates and guidelines, such as GDPR.
Sellers build and lead teams that span departments, geographies and functions. Disconnected systems make it hard to track customer interactions, collaborate and deliver great customer experiences. 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.
Solve Customer and Account Information Management challenges with OpenText.
Augment data-driven decision making and accelerate business with advanced artificial intelligence in a pre-built machine learning and big data analytics platform.
OpenText Consulting Services combines end-to-end solution implementation with comprehensive technology services to help improve systems.