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商業整合

適用於 Salesforce 的 Content Cloud 整合

利用 Salesforce® 內容管理見解提升銷售和服務

請參觀 Salesforce 內容管理系統，探索其功能。探索產品

開始使用

GenAI 驅動的 Salesforce 內容管理簡化了合約管理和跨部門協作等複雜流程，並透過客戶入職及主動交叉銷售和追加銷售，帶來更多收入。

合約生命周期流程

跨多系統工作會拖慢銷售團隊的節奏。透過將 Salesforce、SAP 和其他關鍵合約生命週期管理系統與雲端內容管理系統集成，更快完成銷售。

客戶啟動與留存

客戶越快上手，就越早開始看到營收。透過自動化任務、集中化資料，以及 GenAI 的個人化洞察力，簡化客戶上線流程。

交叉銷售與追加銷售

你的客戶真正想要的是什麼？使用 GenAI、內容管理和 Salesforce 整合，賦能業務代表發掘客戶趨勢、預測需求，並主動推動更多營收。

跨部門合作

銷售團隊在跨部門、地區與職能的流程上協作。使用 SaaS 內容管理 以及 Microsoft Teams、Google Workspace 和 Salesforce 的整合，讓操作更簡單。

深得領導者信賴的 OpenText

深得領導者信賴的 OpenText

了解 Salesforce 的 Content Cloud 整合能為您的業務帶來哪些好處

  • 透過 Salesforce 整合，從 CRM 數據中獲取更多價值

    將 Salesforce 及其他業務應用程式資料整合至內容管理解決方案，以獲得 360 度的檢視、簡化銷售流程，並提高生產力。

  • 花更多時間在銷售上

    透過智慧型文件擷取、AI 流程自動化和 Salesforce 整合，節省資料輸入或尋找資訊等重複工作的數小時。

  • 提升體驗與顧客滿意度

    使用 GenAI 智能助理，快速查找並彙總資訊，並以任何語言的個人化跟進電子郵件回應客戶需求。

  • 發掘帳戶見解和機會

    使用 GenAI 獲得購買趨勢、客戶歷史和其他客戶洞察的可見性，以識別新的機會並維持終身客戶。

  • 保護和治理資訊

    遵循如GDPR等隱私法規，並在Salesforce內容管理中內建治理，以確保資訊受到保護、控制和安全。

閱讀解決方案概述

發掘 Content Cloud 與 Salesforce 整合的價值

OpenText™ 內容管理、文件管理、雲端擷取及 AI 內容管理解決方案與 Salesforce 整合，滿足銷售、服務及實施需求，讓企業能最大化客戶資料、留住客戶並推動營收。

了解更多

只需 60 秒，即可了解如何簡化流程、獲取洞察力，並滿足客戶需求。

Salesforce 的資料顯示，銷售專業人員每週僅有 28% 的時間用於銷售，平均使用 10 種工具來完成交易[1]。

OpenText™ GenAI 驅動的 Salesforce 內容管理解決方案可無縫整合 CRM 系統的資料，統一所有接觸點的資訊，以 360 度全方位檢視並立即存取客戶洞察。

幫助銷售和服務代表專注於銷售、尋找並贏得更多銷售、提升客戶體驗，並增加客戶的終身價值。
探索如何在 AppExchange 上進行探索

Resources

Enhance policy and claims customer experience with GenAI SaaS content management

Read the white paper

Turn customer insight into meaningful actions with AI content management and Salesforce Agentforce

Watch the video

Enhance policy and claims customer experience with GenAI SaaS content management

Read the white paper

Turn customer insight into meaningful actions with AI content management and Salesforce Agentforce

Watch the video

  • OpenText Content Cloud connects to Salesforce through a purpose-built, native integration—no custom development or ongoing maintenance required. Sales and service teams access enterprise content from SAP, Microsoft, Guidewire, and other solutions directly inside the Salesforce UI. For Agentforce, Content Aviator provides an AI-to-AI integration that delivers governed, contextualized content in real time, enabling accurate and compliant AI-assisted workflows without leaving your CRM.

  • Agentforce and other AI assistants reason over whatever content they can access. Without governance, that produces confident but inaccurate answers and creates real liability in regulated environments. OpenText adds a semantic layer over enterprise content, transforming static documents into contextualized inputs that AI assistants can reason over accurately. Built-in governance prevents hallucinations, oversharing, and compliance exposure when AI accesses sensitive business content.

  • OpenText Content Cloud integrations for Salesforce go beyond file storage. File storage holds documents; content intelligence understands them, classifies them, and makes them accessible to both people and AI. OpenText manages the full document lifecycle from generation to archive, not just the storage layer. Records management, retention controls, audit trails, and compliance automation are built directly into the platform.

  • Yes. OpenText delivers purpose-built integrations with Salesforce, SAP, Microsoft 365, Guidewire, Google Workspace, Workday, Dynamics 365, and other solutions. Sales and service teams get a true 360-degree customer view by eliminating content silos across systems. Content stays governed and synchronized across every connected application, with a single source of truth that travels with the customer record regardless of which system created it.

  • OpenText deploys on your terms: on premises, private cloud, hyperscaler (AWS, Azure, Google Cloud), or multi-tenant SaaS. Global data sovereignty is supported through multi-region data centers that meet GDPR, HIPAA, FedRAMP, and industry-specific compliance frameworks. Audit-ready retention, records management, role-based access controls, and AI governance for Agentforce deployments are all built into the platform.

  • Start with OpenText Core Content Management for Salesforce. It is the fastest path to unified content access inside your CRM and requires no complex deployment. Add Content Aviator to bring AI-powered content intelligence and the Agentforce integration into the mix. Organizations with more complex enterprise environments can extend to OpenText Content Management for Salesforce or OpenText Documentum Content Management for Salesforce.

  • Salesforce integrations from OpenText impact four high-value business processes. Contract management connects Salesforce with contract lifecycle systems, accelerating deal cycles with full version control and audit trails. Customer onboarding and service delivery gives reps instant access to policies, contracts, and case history inside the CRM. Sales-to-order processing bridges Salesforce with SAP and Microsoft applications to move from closed-won through fulfillment and invoicing without manual handoffs. For regulated industries, it accelerates claims resolution and reduces fraud exposure across financial services and insurance.

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    註腳

    註腳

    1. [1] Salesforce，《銷售狀況，第五版》，2022 年