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OpenText Confidential. ©2016 All Rights Reserved. 1

OpenText: Put the X in ECM for Salesforce®

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Page 1: OpenText: Put the X in ECM for Salesforce®

OpenText Confidential. ©2016 All Rights Reserved. 1

Page 2: OpenText: Put the X in ECM for Salesforce®

OpenText Confidential. ©2016 All Rights Reserved. 2

TRAVERSING CONTENT BETWEEN CRM & ERP

Content is Bridged Between Leading Platforms

The Factor extends your business

Page 3: OpenText: Put the X in ECM for Salesforce®

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)

Page 4: OpenText: Put the X in ECM for Salesforce®

OpenText Confidential. ©2016 All Rights Reserved. 4

Information-fueled Business Processes

OpenText Extended

ECM

E TENDEDinto lead APPLICATIONS

TCONTEto provide CONTENT in

E PERIENCESand enable unique DIGITAL

Integrating into the world’s leading business eco systems

Digitize and automate information flows in context of business process

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OpenText Confidential. ©2016 All Rights Reserved. 5

Client Files Embedded within Salesforce

OpenText Extended ECM Workspace

Page 6: OpenText: Put the X in ECM for Salesforce®

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Extracting maximum value from processes and content.Synchronization of data from SAP.

9 Ways to Optimize Salesforce

Page 7: OpenText: Put the X in ECM for Salesforce®

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Key sales processes managed in one app

Meet mobile workforce needs to contribute from desktop or mobile UIs without switching application

Page 8: OpenText: Put the X in ECM for Salesforce®

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

Page 9: OpenText: Put the X in ECM for Salesforce®

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Informed customer understanding and decisions

Accurate customer insight and easy access to pertinent

correspondence

Page 10: OpenText: Put the X in ECM for Salesforce®

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Cut admin work and eliminate duplication

Improve sales productivity by minimizing search time and reduce

overhead to manage content

Page 11: OpenText: Put the X in ECM for Salesforce®

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Integrate with finance and back office apps

Minimize IT costs and improve data consistency by connecting

Salesforce content to ERP

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Complete customer relationship details

Shorten successful sales cycles by accessing specific customer data from other business apps

Page 13: OpenText: Put the X in ECM for Salesforce®

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Safeguard essentialsales information

Securely manage critical customer content consistent with corporate governance and settings

of the CRM application

Page 14: OpenText: Put the X in ECM for Salesforce®

OpenText Confidential. ©2016 All Rights Reserved. 14

Information sharingand collaboration

Promote a culture of sharing with improved and easy to use

application

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Scalability forbusiness growth

Make your business grow and CRM lean by extending your

Enterprise Content Management

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9 Ways to Optimize Salesforce

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Extended ECM for Salesforce – A Content Enabler

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Learn more about Information Fueled Processes

Kelly Nelson
Add Registered superscript after SF and SAP - at least the first time used in copy in the deck
Kelly Nelson
add a owly or bitly tracking link to campaign page