Think outside the box

Smarter, faster sales and service

Spend more time selling and less time searching for customer information with SaaS content management and Salesforce® CRM integration

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Sales professional

Supercharge your Salesforce CRM

Deliver smarter customer information with OpenText and Salesforce

75% or more of midsized enterprise CIOs will experience shrinking budgets in absolute economic terms in 2023.[1] It’s time to think outside the box to make business growth a priority—even with limited resources. Using the power of information plus automation, OpenText™ SaaS solutions help you streamline sales and service processes while maintaining—and even increasing—productivity.

Discover best practices from the experts for empowering sales and service teams with a 360-degree customer view using SaaS content management and Salesforce® CRM integration.

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Seamless Salesforce CRM integration

Sales and service teams spend valuable time on repetitive, manual tasks and searching for the information needed to win new clients. Help them achieve results with an end-to-end SaaS solution for intelligent, and compliant customer information management.

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  • Find insights faster

    Give teams visibility into valuable insights that can help them uncover buying trends, identify new opportunities, compose better RFP responses, and construct better, more lucrative deals with Salesforce CRM integrations that break down information silos.

  • Automate sales processes

    Automate repetitive tasks and incoming communications to deliver efficient customer tracking and service and keep sales teams focused on selling.

  • Nurture customer relationships

    Give sales and service teams a complete 360-degree view using Salesforce CRM integration, enabling them to respond quickly to customer needs, move them through processes with ease, and create positive and consistent customer experiences throughout the entire sales cycle.

  • Think outside the box

    Power superhuman sales and service teams by embracing new ways to work. Enhance existing CRM systems like Salesforce with smarter information, delivered when and where it’s needed. And do it all with the highest security standards and scalability to meet evolving business needs.

Salesforce CRM integrations and SaaS content management

Sell faster and smarter by meeting sales and service teams where they’re already working—within their CRM system.

OpenText™ Core for Salesforce®

Help sales and service teams automate processes, manage business documents and improve productivity by enhancing your Salesforce system with SaaS-based content management capabilities.

Enhance your Salesforce CRM

OpenText™ Core Capture for Salesforce®

Automate document capture, recognition, classification and information processing. With deep Salesforce CRM integration, organizations can accelerate digital transformation and boost team productivity for superior customer experiences.

Harness intelligent document recognition

OpenText™ Core Starter Pack

Engage with product-certified consultants and the collective experience and expertise of a global information management network to speed time to value.

Achieve rapid go-live

Explore how Salesforce CRM integrations deliver value

Learn more about empowering smarter sales and service teams with Salesforce CRM integration and SaaS content management.

Take a tour

Explore an interactive tour of use cases that demonstrate how integrating content with business processes can simplify daily work.

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Watch a demo

Watch a demonstration of advanced document management capabilities integrated directly within Salesforce that helps organizations accelerate workflows, simplify collaboration and boost customer satisfaction.

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Get the checklist

Discover five ways to improve sales and service processes with better content management.

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  1. [1] Gartner®, CIO and Technology Executive Agenda: A Midsize Enterprise Perspective, Mark Fabbi, Joseph Provenza, 9 January 2023.

  2. GARTNER is a registered trademark and service mark of Gartner, Inc. and/or its affiliates in the U.S. and internationally and is used herein with permission. All rights reserved.