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OpenText Confidential. ©2016 All Rights Reserved. 1
OpenText Confidential. ©2016 All Rights Reserved. 2
TRAVERSING CONTENT BETWEEN CRM & ERP
Content is Bridged
Between Leading Platforms
The Factor extends your business
OpenText Confidential. ©2016 All Rights Reserved. 3
Extended ECM for Salesforce 16.2
Lightning & Mobile Support (Salesforce1)
LAB PREVIEW
Leverage Extended
ECM / CS Smart UI for
Workspace Rendering
New Salesforce
Lightning UI
(Desktop + Mobile)
OpenText Confidential. ©2016 All Rights Reserved. 4
Information-fueled Business Processes
OpenText
Extended
ECM
E TENDED
into lead APPLICATIONS
TCONTE
to provide CONTENT in
E PERIENCES
and enable unique DIGITAL
Integrating into the world’s leading business eco systems
Digitize and automate information flows
in context of business process
OpenText Confidential. ©2016 All Rights Reserved. 5
Client Files Embedded within Salesforce
OpenText
Extended ECM
Workspace
OpenText Confidential. ©2016 All Rights Reserved. 6
Extracting maximum value from processes and content.
Synchronization of data from SAP.
9 Ways to Optimize Salesforce
OpenText Confidential. ©2016 All Rights Reserved. 7
Key sales processes
managed in one app
Meet mobile workforce needs to
contribute from desktop or mobile
UIs without switching application
OpenText Confidential. ©2016 All Rights Reserved. 8
Visibility of marketing
activities on account level
Enhance awareness and avoid
communication errors by having
all customer emails in Salesforce
OpenText Confidential. ©2016 All Rights Reserved. 9
Informed customer
understanding and decisions
Accurate customer insight and
easy access to pertinent
correspondence
OpenText Confidential. ©2016 All Rights Reserved. 10
Cut admin work and
eliminate duplication
Improve sales productivity by
minimizing search time and reduce
overhead to manage content
OpenText Confidential. ©2016 All Rights Reserved. 11
Integrate with finance
and back office apps
Minimize IT costs and improve
data consistency by connecting
Salesforce content to ERP
OpenText Confidential. ©2016 All Rights Reserved. 12
Complete customer
relationship details
Shorten successful sales cycles
by accessing specific customer
data from other business apps
OpenText Confidential. ©2016 All Rights Reserved. 13
Safeguard essential
sales information
Securely manage critical
customer content consistent with
corporate governance and settings
of the CRM application
OpenText Confidential. ©2016 All Rights Reserved. 14
Information sharing
and collaboration
Promote a culture of sharing
with improved and easy to use
application
OpenText Confidential. ©2016 All Rights Reserved. 15
Scalability for
business growth
Make your business grow and
CRM lean by extending your
Enterprise Content Management
OpenText Confidential. ©2016 All Rights Reserved. 16
9 Ways to Optimize Salesforce
OpenText Confidential. ©2016 All Rights Reserved. 17
Extended ECM for Salesforce – A Content Enabler
OpenText Confidential. ©2016 All Rights Reserved. 18
Learn more about Information Fueled Processes

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OpenText: Put the X in ECM for Salesforce®

  • 1. OpenText Confidential. ©2016 All Rights Reserved. 1
  • 2. OpenText Confidential. ©2016 All Rights Reserved. 2 TRAVERSING CONTENT BETWEEN CRM & ERP Content is Bridged Between Leading Platforms The Factor extends your business
  • 3. OpenText Confidential. ©2016 All Rights Reserved. 3 Extended ECM for Salesforce 16.2 Lightning & Mobile Support (Salesforce1) LAB PREVIEW Leverage Extended ECM / CS Smart UI for Workspace Rendering New Salesforce Lightning UI (Desktop + Mobile)
  • 4. OpenText Confidential. ©2016 All Rights Reserved. 4 Information-fueled Business Processes OpenText Extended ECM E TENDED into lead APPLICATIONS TCONTE to provide CONTENT in E PERIENCES and enable unique DIGITAL Integrating into the world’s leading business eco systems Digitize and automate information flows in context of business process
  • 5. OpenText Confidential. ©2016 All Rights Reserved. 5 Client Files Embedded within Salesforce OpenText Extended ECM Workspace
  • 6. OpenText Confidential. ©2016 All Rights Reserved. 6 Extracting maximum value from processes and content. Synchronization of data from SAP. 9 Ways to Optimize Salesforce
  • 7. OpenText Confidential. ©2016 All Rights Reserved. 7 Key sales processes managed in one app Meet mobile workforce needs to contribute from desktop or mobile UIs without switching application
  • 8. OpenText Confidential. ©2016 All Rights Reserved. 8 Visibility of marketing activities on account level Enhance awareness and avoid communication errors by having all customer emails in Salesforce
  • 9. OpenText Confidential. ©2016 All Rights Reserved. 9 Informed customer understanding and decisions Accurate customer insight and easy access to pertinent correspondence
  • 10. OpenText Confidential. ©2016 All Rights Reserved. 10 Cut admin work and eliminate duplication Improve sales productivity by minimizing search time and reduce overhead to manage content
  • 11. OpenText Confidential. ©2016 All Rights Reserved. 11 Integrate with finance and back office apps Minimize IT costs and improve data consistency by connecting Salesforce content to ERP
  • 12. OpenText Confidential. ©2016 All Rights Reserved. 12 Complete customer relationship details Shorten successful sales cycles by accessing specific customer data from other business apps
  • 13. OpenText Confidential. ©2016 All Rights Reserved. 13 Safeguard essential sales information Securely manage critical customer content consistent with corporate governance and settings of the CRM application
  • 14. OpenText Confidential. ©2016 All Rights Reserved. 14 Information sharing and collaboration Promote a culture of sharing with improved and easy to use application
  • 15. OpenText Confidential. ©2016 All Rights Reserved. 15 Scalability for business growth Make your business grow and CRM lean by extending your Enterprise Content Management
  • 16. OpenText Confidential. ©2016 All Rights Reserved. 16 9 Ways to Optimize Salesforce
  • 17. OpenText Confidential. ©2016 All Rights Reserved. 17 Extended ECM for Salesforce – A Content Enabler
  • 18. OpenText Confidential. ©2016 All Rights Reserved. 18 Learn more about Information Fueled Processes