Customer Engagement Documents for Salesforce
Quickly generate and deliver personalized communications in Salesforce
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Overview
In today's competitive digital marketplace, organizations must effectively and consistently communicate with customers across every channel and medium, including print, email, SMS, web, mobile and social. Often, these communications originate from departments working in siloed and disparate systems, resulting in inconsistent messaging, errors and frustrated customers.
With Customer Engagement Documents for Salesforce solutions, users can quickly develop customer correspondence straight from their CRM platform, enhancing client engagement and loyalty, boosting revenue and reducing costs.
Key benefits
Streamline personalized customer communications to achieve better results.
Read the overview-
Improve efficiency
Create all customer correspondence from a single source, using CRM data to update, repurpose and personalize material faster and with less effort.
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Enhance consistency
Ensure only approved information is used in customer engagement documents to retain strict control over brand and messaging.
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Maximize upsell potential
Leverage CRM systems to immediately engage customers and capitalize on upsell and cross-sell opportunities.
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Automate personalization
Optimize all complicated operational content and process issues with personalization for higher customer engagement.
Business impacts
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Customer satisfaction
Users must quickly respond to customer inquiries. Moving from system to system to access needed information slows response time, frustrating customers. Create and generate communications directly from the CRM to speed response and delight customers. -
Communication systems
Organizations rely on multiple communication systems. This requires employees to learn various complicated functions, options and interfaces. Give employees access to all customer engagement documents in the familiar Salesforce interface.
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Communication consistency
Different departments send out customer communications. With each one creating their own materials and working from their own system, organizations struggle to control content and messaging. Centralize communications to maintain brand standards. -
Customer experience
Engaging, relevant communications help attract and retain customers. Without the ability to personalize or target offers, opportunities to cross-sell and upsell are missed. Utilize customer data within Salesforce to target messages to customer preferences.
Leaders trust OpenText
See how customers are succeeding with Customer Engagement Documents for Salesforce solutions.
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Products
OpenText can help manage customer engagement documents in Salesforce:
- OpenText™ Exstream™ for Salesforce®Automate high-quality, personalized customer communications
Professional Services
OpenText Consulting Services combines end-to-end solution implementation with comprehensive technology services to help improve systems.
- Accelerate the Information Management journeyConsulting Services
- Comprehensive Information Management services and resourcesExplore Professional Services
- Reduce time-to-value of Information Management solutionsPackaged Services
