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.
Streamline personalized customer communications to achieve better results.Read the overview
Create all customer correspondence from a single source, using CRM data to update, repurpose and personalize material faster and with less effort.
Ensure only approved information is used in customer engagement documents to retain strict control over brand and messaging.
Leverage CRM systems to immediately engage customers and capitalize on upsell and cross-sell opportunities.
Optimize all complicated operational content and process issues with personalization for higher customer engagement.
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.
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.
See how customers are succeeding with Customer Engagement Documents for Salesforce solutions.See more success stories
OpenText can help manage customer engagement documents in Salesforce:
OpenText Consulting Services combines end-to-end solution implementation with comprehensive technology services to help improve systems.