Customer Information Management
Master sales operations with deep CRM integrations and a 360-degree view of customer information
88%
of sales reps say current economic conditions make it important to anticipate customers’ needs[1]
Solve process-related challenges for sales
Customer Information Management solutions integrate with leading CRM systems to deliver a complete 360-degree customer view, improve engagement and streamline sales operations.
Explore the guide to learn how to support faster, smarter sales processes and more engaging customer experiences.
How customer information management improves sales operations
Automate sales processes, simplify customer tracking and boost operational efficiency with OpenText™ Core Content for Sales Departments integrated with Salesforce.
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Increase customer satisfaction
Respond quickly to customer needs and build strong relationships with positive and consistent customer experiences throughout the entire sales cycle.
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Shorten sales cycles
Close deals faster with a SaaS solution that enables real-time access to account-related content across all touchpoints directly from CRM applications.
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Focus on revenue-generating activities
Spend less time searching systems for account-relevant information and more time prospecting.
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Uncover new sales opportunities
Gain the visibility and insights to identify cross-sell and upsell opportunities that increase customer lifetime value.
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Reduce risk
Instantly locate and re-use the right information and regulatory content to comply with mandates and guidelines, such as GDPR.
Optimize sales operations with a complete customer view
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Application integration
Sales needs easy access to accurate information. Switching between CRM systems and information repositories to get a full picture slows teams down and adds misinformation risk. Integrate content sources to speed information flows and reduce errors.
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Cross-functional collaboration
Sales processes span departments, geographies and functions. Disconnected systems make it hard to track customer interactions, collaborate and deliver great customer experiences. Leverage the benefits of SaaS to connect systems to work from anywhere.
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Automated sales tasks
Many tasks in the sales cycle are repeated from account to account. Manually performing the same task individually wastes valuable time that could be spent on revenue-generating activities. Automate and streamline repetitive tasks.
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RFx response
Responding to RFPs and RFxs requires rapid, accurate input from across the organization. Organizations must simplify bid, proposal and contract coordination to hit deadlines and win business. Centralize information for a full customer view.
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Contract lifecycle management
Customer contracts are vital to business, as records of both risk and revenue. Disparate systems make maintaining an accurate library of customer commitments a challenge. Ensure a single source of truth and insight across all contracts.
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Client onboarding
Financial Service institutions (FSIs) must provide highly consistent, seamless interactions across multiple touchpoints. Disconnected customer data can prevent a single customer view. Consolidate information for a true 360-degree view.
Leaders trust OpenText
See how customers are succeeding with Customer Information Management solutions.
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Explore the components of the solution
Capture information intelligently
Ensure all unstructured and structured data is available to complete tasks, prepare for customer interactions and find selling opportunities.
- OpenText™ Core Capture for Salesforce®Seamlessly ingest mission critical documents and accelerate Salesforce processes
Manage content in context
Simplify operations, improve productivity and provide employees with key information when and where they need it.
- OpenText™ Core for SalesforceSimply and securely manage Salesforce content in the cloud
Deliver engaging communications
Increase relevance with up-to-date customer tracking, reliable insights and a complete, 360-degree customer view.
- Experience Platform for CommunicationsImprove customer experience and enhance customer communications
Professional Services
OpenText Consulting Services combines end-to-end solution implementation with comprehensive technology services to help improve systems.
- Ensure successful implementation and deployment with OpenText Consulting ServiceImplementation and Deployment Services
- Connect with certified OpenText Professional Services ConsultantsConsulting Services
- Plan your path to the cloudCloud Readiness Assessment FasTrak
Additional capabilities
Enhance your customer information management solution with additional capabilities that improve process efficiency.
- OpenText™ Extended ECM for Salesforce®Enhance collaboration, automate processes and maximize efficiency in Salesforce
- OpenText™ Core Signature ServiceKeep critical approval processes flowing with enterprise grade e-signatures
- OpenText™ Core Case ManagementImprove decision-making and accelerate case management
- OpenText™ Magellan-powered, AI-Augmented Capture FasTrakEliminate error-prone manual effort by using machines to understand content
- OpenText™ Magellan™ Text MiningMake sense of content, millions of pages at a time
- OpenText™ Magellan™ BI & ReportingImprove decision making with embedded self-service reports and dashboards
Customer Information Management resources
4 tips to enhance sales operations
View the infographicIntegrate with Salesforce to sell faster and smarter
Watch the videoPower modern work with next-generation SaaS content services
Watch the videoIntegrate lead business applications with SaaS content services
Explore how-to videosIntelligently automate document and data capture for Salesforce
Watch the videoHarness inbound customer information to transform sales and service operations
Read the blogMake information your customer superpower
Read the blogDiscover other ways OpenText and Salesforce work better together
Explore the blogsCore Content Starter Package
Read the overviewAppExchange Mavericks: OpenText + Salesforce
Watch the videoOpenText Extended ECM for Salesforce
Take the click tourFrequently asked questions
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Footnotes
Footnotes
- [1]Salesforce Research, State of Sales, 4th Edition, 2020