How does OpenText Extended ECM accelerate sales processes?

Connect information across business processes inside Office 365, Salesforce, and SAP with OpenText Extended ECM

Connecting content to key business processes across lead business applications can dramatically increase efficiencies and improve insights for different users across the Enterprise. In our latest demo video, you can see how of an everyday business problem – a large sales order needing to be expedited for an important client – can be solved.

Microsoft Office 365

First, intelligent email/document capture allows you to make faster and more accurate decisions. An example here shows an email coming into Microsoft Outlook with important information about this sales order. This information is captured, then stored, managed and shared in a connected Customer Workspace where metadata is automatically applied, others can now collaborate on the content easily and quickly.

Critical documents relevant to the process are also added and shared quickly through the Customer Workspace.

These additional new documents hold critical insights—enabling the users across different functions connected to SAP, Salesforce and Microsoft Office 365 to make better decisions and keep to the process moving forward.

Salesforce

From there in Salesforce, to continue to expedite the process, different users in various business functional areas now have access to the same source of content, so they don’t have to spend time and energy searching for missing information.

SAP

Then in SAP, various users in SAP can now process the order faster by having real-time access to information held in the shared Workspace. This will facilitate fast and accurate delivery of the order by providing the other users the contextual documents required.

Watch Justin Bague, Senior Solution Consultant at OpenText™, as he walks through this short demo to show the power of connected content flowing across key business processes. Information travels seamlessly across multiple lead business systems (Microsoft Office 365, Salesforce and SAP) as an important sales order comes in and steps are taken to help expedite it.  Watch the DEMO VIDEO.

Explore the OpenText Extended ECM Platform

Deliver an information advantage to empower business processes. OpenText™ Extend ECM into lead business applications to add context to content, for improved efficiency, decision-making power, and better business outcomes. Learn more.

Lee Van Cromvoirt

As part of the OpenText Content Services team focused on the Extended ECM Platform, Lee's goal is to help customers explore how content enriched business processes are driving the information advantage.

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