Optimize the sales experience with a complete customer view

As the digital landscape for sales teams has shifted over recent years, so too have consumer expectations. Customers are used to the convenience and speed…

Lee Van Cromvoirt profile picture

Lee Van Cromvoirt

January 29, 20242 minutes read

As the digital landscape for sales teams has shifted over recent years, so too have consumer expectations. Customers are used to the convenience and speed of information and digital transactions in their day-to-day lives. Now emerging artificial intelligence (AI) technologies make it even faster and easier to self-serve in business interactions. Customers want quick responses, seamless experiences, personalization, and intuitive, user-friendly interfaces. Sales teams struggle to keep up with these demands and face significant hurdles to meet customer expectations. In turn, impacting sales efficiency, the quality of customer interactions, and the ability to capitalize on sales opportunities.

See how Salesforce and OpenText together use 4 best practices to help your teams win against these common challenges:

  • Customer data scattered in documents across the organization
  • Complex data security and compliance regulations
  • Difficulty collaborating using disconnected systems
  • Manual tasks and reliance on outdated processes
  • Obstacles in delivering a cohesive experience at every touchpoint

Read this free Salesforce ebook today. It provides a clear path on how organizations are successfully using a smarter approach for document management to build stronger sales teams, become more competitive, and delight more customers with better experiences. This ebook also includes a customer use case of one of the largest hydroelectricity producers in the world, and how they needed a more efficient way to manage sensitive customer information within its Salesforce environment. With OpenTextâ„¢ Extended ECM, this organization now manages these mission-critical documents with cross-functional teams, enabling them with all the information they need in a centralize location. Now better serving their customers in a secure and connected way.

Explore all our Information Solutions for Salesforce here on the AppExchange.

Share this post

Share this post to x. Share to linkedin. Mail to
Lee Van Cromvoirt avatar image

Lee Van Cromvoirt

As part of the OpenText Alliances & Solutions Marketing team focused on Salesforce integrations, Lee’s goal is to help organizations explore how content enriched business processes are driving the information advantage.

See all posts

More from the author

OpenText & Salesforce help save the holidays with AI!

OpenText & Salesforce help save the holidays with AI!

This holiday season Santa needs help checking his lists! Santa receives millions of wish list letters from children around the world, and he needs to…

December 15, 2023 2 minutes read
Top things you may have missed at Dreamforce 23!

Top things you may have missed at Dreamforce 23!

What an inspiring and epic Dreamforce, September 12-14, with the OpenText team! It was fantastic to connect with people and colleagues face to face to…

September 26, 2023 4 minutes read
Make information your customer superpower

Make information your customer superpower

It’s time to work smarter Organizations that have the information advantage are working smarter to navigate the unforeseen and race ahead of competition. Simplify and save…

June 1, 2023 4 minutes read

Stay in the loop!

Get our most popular content delivered monthly to your inbox.