OpenText Extended ECM for Salesforce
Optimize your Organization's Marketing, Sales, and Service Operations and simplify your IT Platform
Does your organization use Salesforce? Are you looking for a better way to manage your enterprise content from within Salesforce?
Cadence Solutions can implement you OpenText Extended ECM for Salesforce; this is an enterprise content management system that provides a complete view of the customers, clients, and all related content. Every organization wants to both maximize value from their content and the processes that govern that content. OpenText Extended ECM for Salesforce pulls both structured and unstructured information together and presents it in a way for users to easily view the entire picture.
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Business Improvements
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Increase productivity, improve customer service, make better and faster decisions and provide a framework for compliance. Lower search times and reduce upkeep for content management.
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Extended ECM takes care of the lifecycle of all content types. With one click you can view, edit and manage content inside the Salesforce user interface.
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Increase user satisfaction. No more switching applications between Salesforce and your file repository or struggling to figure out which document is the right version.
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Operating within Salesforce, users can collaborate and work within the same user interface they are used to.
After implementation, your organization will have a fully regulated document and records management system with:
Workspaces
Automatically create workspaces for each customer or prospect that your organization chooses
Automation
Established automated framework for compliance, including permission levels, audit logs, and version control
Connectivity
Users will be connected to critical enterprise information accessing streamlined customer information within Salesforce.
Integration
Integrates seamlessly with signature tools such as DocuSign
Essential Tools
Built in tools to filter, search, and view documents all from within Salesforce
Unity
Unify processes across multiple repositories with automated workflow rules
