Find insights faster, boost sales, and eliminate busy work
Learn how cloud content management and CRM integration enable intelligent, compliant customer information management
Video
Introduce advanced document management capabilities within Salesforce
Streamline sales processes while maintaining—and even increasing—productivity
CRM integration
Get the most out of your CRM
By integrating data from CRM systems like Salesforce® into your cloud content management platform, users can quickly discover and understand data with the help of a GenAI content assistant.
Automation
Keep sales teams selling
98% of decision-makers are interested in content management solutions that leverage GenAI.* Why? Because automating mundane, time-consuming tasks frees up your sales team to focus on closing deals.
Visibility
Know your customers
Make customers feel special. Give sales teams all the information they need to keep customers happy and engaged. Use AI to uncover additional insights for upsell and cross-sell opportunities.
Security
Protect customer trust
Get content management with robust protection built right in. Comply with mandates and regulations such as GDPR, and keep customer information protected, audit trails accurate, and access secure.
*SaaS content management sets the stage for trusted GenAI, CIO paper sponsored by OpenText, 2024
