Today now more than ever, organizations are struggling with how to get the most out of their systems and how to better enable their teams to produce the best results possible, while helping to reduce resources and costs. OpenText™ and Salesforce^® are helping organizations to keep up with the demands of the business and the high pace of customer expectations with productivity apps to meet their needs.

Building a solid information foundation is the cornerstone to successfully speeding up workflows and simplifying tasks across the business to gain a competitive information advantage. Modern information management is required to help you find documents easily, collaborate across the business, and automate always-on data integration, controlling information sprawl, and reducing costly errors caused by poor information governance or missing documents. These are the fundamental building blocks that provide smarter document solutions for high performing Sales & Service teams. 

1. Go from document chaos to streamlined information

To avoid costly errors, Sales colleagues need to work with the latest version of contracts, product information, customer order history, and much more. To sell more successfully, they should reuse materials that have resonated with other customers. Ensuring they have what they need and is always at their fingertips can be difficult. They need a document solution that surfaces all documents within Salesforce on demand in a series of intelligent business workspaces attached to salesforce objects. OpenText can help with this. By failing to create that single source of truth within Salesforce with document sources that live in silos across the business, you run the risk of longer sales cycles, poor customer service, missed upsell opportunities, and countless hours of wasted time.

2. Make content and data accessible and relevant  

Provide contextual engagement, enterprise-wide information connectivity, and document creation related to specific cases or opportunities. Sales and Services representatives can access the relevant information they need dynamically within the systems they already use. This helps them be more efficient and on target when it comes to client development, support, and effective communications. By centralizing your content in Salesforce using OpenText, you’re taking the first step in optimizing operational processes and ensuring sales reps have access to all essential customer information with all documents and data together in one view. You gain more insights to satisfy needs faster and delight more customers with better experiences.

3. Get Salesforce integrated with all the right tools 

Everyone knows individuals and teams are living in their own ecosystems, including SAP®, Microsoft, ServiceNow®, and of course, Salesforce. So, if you want to break down information silos, and have better team collaboration, you need to start by connecting your Salesforce environments and other systems with a content management platform like OpenText. Providing an information backbone and powerful enterprise-grade document management tools, enables users to automate manual admin tasks and accelerate document related processes. Have users stay within the systems they are comfortable with to access, create, and collaborate on mission-critical documents that they depend on every day. Optimize Salesforce customer workflows, by also securely sharing, sending documents for digital signatures, and creating personalized communications at every step of the customer journey. As a result, your team will close more business.

As a trusted Salesforce partner since 2016, OpenText now has 7 information management applications on the Salesforce AppExchange that are used by top organizations globally. See how OpenText and Salesforce are teaming up to help our customers be more productive! – check out the top-rated productivity apps here.

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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 OpenText™ 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.

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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 know what toys to build. The Elves are overwhelmed reading all these letters manually and inputting the data into Salesforce. They are also making sure all these letters are safely kept together in the right place and the right information is surfaced. The Elves are too busy to do this on their own and are urgently needed in the workshop for more pressing tasks like building all the toys.

Can OpenText help save the holidays by providing the right solutions to capture, manage and deliver all these documents for Santa and his team in an intelligent, automated, and connected way?

Watch this award winning demonstration performed recently by Santa’s helper (Robin Carder, Senior Alliances Marketing Manager at OpenText). He won the first place trophy in the Demo Jam at the NYC Salesforce World Tour event. See OpenText™ Core Capture for Salesforce® and OpenText™ Core Content for Salesforce in action with integration to the new OpenText™ Content Aviator AI content management engine in this fun holiday themed demo.

Learn more about all the OpenText solutions for Salesforce and OpenText Content Aviator (AI). See how we can help your business capture, manage, and deliver all documents for accelerated Salesforce processes, transforming Sales & Services operations and customer experiences.  Also, visit us on the Salesforce AppExchange for more details and demos. Happy Holidays!

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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 meet and learn from one another at the world’s largest IT conference. Our theme was all about making information your superpower! We help connect people, processes and documents together with Salesforce® to maximize results for employees and experiences for customers. As we look back, here are a few things that were top of mind!

1. AI! AI! AI!

Dreamforce was centered around this common theme of AI and how Salesforce AI (Einstein) will shape the next generation of Salesforce CRM and the way people work. OpenText has made some very exciting AI announcements recently with the launch of the new trusted information AI Platform, OpenText Aviator, that will change the information landscape future.

In particular, OpenText Content Aviator – An AI-assisted conversational search and content summarization solution that allows you to simplify navigating large volumes of content across multiple languages to quickly find relevant information. You can access and create content and workflows faster. It also improves reuse of existing knowledge and information, and eliminates human time and resources spent understanding and translating content. Also, OpenText Experience Aviator – AI-assisted authoring and content creation. It enables you to auto-create personalized and empathetic content using generative AI, aligning with customer expectations for better customer satisfaction and lower churn. It also enhances personalization and recommendations providing more engaging interactions resulting in higher customer satisfaction, improved efficiency and growth.

OpenText helps our customers to digitize time-consuming document handling and manual data entry with powerful AI-assisted machine learning that intelligently captures and routes mission-critical documents and data to where they need to be.

Together with Salesforce the future of data and documents together is looking smarter!

2. Back to document basics!

Many customers we spoke with at our booth and attending our sessions were still struggling with content silos across multiple systems including Salesforce, poor document collaboration, and disconnected processes – all without effective and secure document controls.

Ingestion of business data and documents, managing those documents in a connected way, as well as delivering impactful communications is critical for healthy information flows and operational excellence across the business. We help organizations of all types including regulated industries to protect information and maximize document workflows seamlessly together with Salesforce. Being able to leverage your information at your fingertips in this way is not an easy thing to do to make it frictionless for your Salesforce users and your customers. Most organizations are seeking to increase agility and productivity by extracting the maximum value from their processes, data, and documents together. However, sales and services teams are only as good as the information they can efficiently access.

OpenText helps our customers solve these complex information problems with smarter solutions building a strong foundation and connected framework for documents.

3. One trusted partnership together with Salesforce

We were delighted to invite a number of customers to an exclusive lunch with OpenText CMO, Sandy Ono, and various senior representatives of Salesforce in the tower! Attendees learned how OpenText and its unique, strategic view across multiple vendors was a huge compliment to the ecosystem. The VP of ISV solutions at Salesforce stated – it’s now all about “Data + AI + CRM + Content”.

Rather than multiple disconnected and fractured document process systems, Salesforce data and documents should be seamlessly managed together throughout the entire customer lifecycle for a comprehensive 360° view of the customer. This simple and powerful approach to information management reduces risks, fuels productivity and collaboration, and delivers exceptional customer experiences.

We drive next-level teamwork not only around Salesforce document process optimization, but also across the entire organization with integrations to other business systems for ERP and HCM, as well as out-of-the-box integrations to Microsoft 365®, Microsoft Teams®, and Google Workspace®.

OpenText is trusted by 98% of the Fortune 100 organizations and is your one end-to-end information management solution provider for Salesforce.

Want to learn more? Join us for our post Dreamforce webinar event!

Join our Webinar on October 5 at Noon EST to explore more about how OpenText can help you with smarter documents for Salesforce processes and see real use cases and demos in action. Register here. For more details on smarter document solutions for Salesforce visit our website or the Salesforce AppExchange. 

The post Top things you may have missed at Dreamforce 23! appeared first on OpenText Blogs.

It’s not just big retailers doing online business: 80% of sales will be digital transactions by 2025. As cloud adoption and digital business grows, customers increasingly use popular enterprise application marketplaces, SAP® Store, Salesforce® AppExchange and Microsoft® AppSource and cloud marketplaces, Google™, AWS™ and Microsoft Azure, to find and buy solutions, simplify vendor management and use committed spend with cloud vendors. 

With so many business applications used by line of business (LoB), from Sales to Finance, users often face siloed systems and processes and struggle to find content to complete daily tasks, all impacting productivity. OpenText continues to work with our strategic partners, SAP, Salesforce, and Microsoft, to build new and enhanced integrated business solutions, connecting critical applications to increase productivity and efficiency. These solutions are also available on their respective marketplaces.

OpenText Content Cloud CE 23.1 includes these integrated solutions on various marketplaces:

• New OpenText™ Core Capture for Salesforce extracts critical data to boost Salesforce processes. Available on Salesforce AppExchange.
• OpenText InfoArchive Cloud Edition (CE) helps accelerate SAP RISE move to cloud and reduces storage costs. Available on SAP Store.
• OpenText Extended ECM for Microsoft Dynamics 365™ Finance maximizes control of financial processes. Available on Microsoft AppSource.

Let’s take a closer look at these enterprise application business solutions.

Boost sales with new capture integrated with Salesforce available on Salesforce AppExchange

OpenText and Salesforce announces OpenText Core Capture for Salesforce to expedite sales and services processes and productivity. Now also available on Salesforce AppExchange.

72% of sales reps’ time each week is spent on non-selling tasks, with 8.8% of that time spent manually entering customer and sales information. Many sales and service teams struggle with an increasing volume of poorly managed data and documents and often disconnected from Salesforce processes.  OpenText Core Capture for Salesforce tackles these challenges head on by

• Intelligently extracting and mapping data to Salesforce fields, reducing manual document processing time and costly human errors.
• Capturing documents and automatically routing to the right people, places, and Salesforce processes, delivering faster results.
• Integrating deeply with Salesforce to automate processes for sales and service, ensuring documents and insights are surfaced.

Learn more by reading the blog, visiting OpenText or Salesforce AppExchange today.

Retire legacy systems and fast-track to SAP RISE with OpenText InfoArchive Cloud Edition on SAP Store

OpenText InfoArchive Cloud Edition (CE) is now validated by SAP for cloud-based legacy decommissioning and optimization of migration efforts to SAP S/4HANA Cloud. Now available on SAP Store. 

Customers pursuing a strategic shift to the cloud with SAP RISE are often left with questions about what to do with their legacy data and applications. Their approach often includes costly alternatives such as massive data migration projects or deciding to keep legacy systems up and running for long periods of time.   

OpenText InfoArchive CE accelerates SAP RISE cloud transformation by enabling the complete retirement of legacy SAP and non-SAP applications. It lowers costs associated with maintaining legacy applications, provides a compliant and centralized solution to view and report on historical data and content. Read the blog for more information and visit the SAP Store to get it today.

Maximize control of financial processes with Microsoft® Dynamics 365® Finance available on Microsoft AppSource

With OpenText Extended ECM for Microsoft Dynamics 365 Finance, users can work in the familiar Microsoft Dynamics 365 Finance environment to get more done. Regardless of the type of information or where it lives, it integrates your content with related business processes, so all users get a 360-degree view of everything they need to complete their daily tasks. It ensures records management classification and increases compliance by using a single cloud solution for all structured and unstructured content from Dynamics 365 and Office 365.

The solution also allows OpenText and Microsoft customers to leverage their existing investment in Extended ECM for Microsoft, Microsoft Dynamics 365 CRM or Finance. OpenText and Microsoft solutions can also be used to draw down customer commits with Microsoft Azure Cloud.

Read the blog and visit Microsoft AppSource to learn more.

OpenText continued solution and marketplace growth

In future releases, OpenText will continue to develop and deliver more integrated enterprise application solutions making them available on various marketplaces to help customers find solutions they need.   OpenText with our public Cloud partners, Google, AWS and Microsoft Azure, continue to also build public and private cloud solutions, to be promoted in future CE releases and on their respective marketplaces.

The post Find new OpenText solutions on enterprise application marketplaces appeared first on OpenText Blogs.

Information is omnipresent and everywhere. Across our personal and professional lives, it is becoming more complex and more distributed than ever. And it is growing, exponentially. The total amount of information created, captured, copied, and consumed globally in 2010[1] was 2 zettabytes[2] of data. This figure has grown to 97 zettabytes today and is expected to grow to 181 zettabytes by 2025.

The explosion of data across an increasing number of information sources – from email, news feeds, diaries and social media platforms to company drives, shared drives and collaboration platforms – is adding to the information overload burden for citizens and workers. 

For organizations grappling with this challenge, the solution lies in being able to break down the silos and integrate information with processes to make decisions faster. When you continuously apply information management to bring all your information together, patterns and trends emerge. Insights are gleaned and better decisions are made. That is the information advantage OpenText is powering businesses to unlock. The last two years have thrown up some new challenges for organizations of every size in every sector, in terms of how they think about information overload as a business issue, as revealed in a new OpenText study.

Following the Information Overload survey OpenText ran in March 2020, we recently relaunched the survey to assess how information overload and attitudes to data management in the workplace have changed since early 2020 as companies have continued to navigate the pandemic and distributed workforces.

According to our most recent research findings, eight in ten (80%) respondents experience information overload, driven by factors including constant information 24/7 or too many apps to check each day, contributing to their daily stress, up from 60% in 2020. Furthermore, more than a quarter (27%) say they must access eleven or more accounts, resources, tools and apps on a daily basis to access the information they need. This compares with just one in seven (15%) who said this was the case two years ago, proving that the information citizens and workers need to complete tasks reside within an increasing number of data repositories and applications.

The initial rushed panic of remote working was hard on all businesses. After more than two years in this new, distributed work setting, less than half of employees (46%) say that they feel equipped with the right digital tools to work remotely. This is particularly surprising since almost two-thirds (65%) said they felt equipped for remote work at the start of the pandemic.

More than a third (34%) of respondents indicate they cannot access corporate file systems and content as easily when working remotely while three in ten (30%) say they cannot collaborate or share files with colleagues as easily when working from home. With almost half (47%) of global workers revealing that they spend more than one hour of every working day searching for files or specific data to be able to do their job and more than four in ten (42%) saying the information they need is hard to find as it is scattered across multiple sites, files and apps, these challenges are simply compounding the stress and challenges employees feel they face in a distributed work environment.

To truly leverage data and content within their business, to facilitate collaboration in an anywhere workforce and drive faster digital transformation, businesses first must eliminate data silos and simplify information management to ensure employees can access the information they need and faster. The key to overcoming the ‘information overload’ challenge lies in automation and becoming frictionless. Allowing employees to find information quickly and easily empowers them with knowledge. Intelligent automation and integration reduce friction and simplify processes allowing employees to thrive and unlock the information advantage.

Traditional on-premise enterprise content management, or ECM, has evolved to cloud-native content applications that allow anybody to access the information they need wherever they are, and in a way which ensures data is secure, protected and can be audited in the appropriate ways. With content services, isolated processes and data repository siloes are bridged and it becomes much easier to give people access to information, roll it out and configure it globally for an entire organization. The modern way of providing content services goes beyond just managing information to being more about flexibility and extracting value from your content. You extend capabilities as you need them in a modular, iterative, and agile way.

With OpenText Content Services, businesses can integrate the enterprise applications that produce information using a central content management platform, improving information access, and ensuring governance is applied, wherever and however content is created. In addition, OpenText™ Extended ECM Platform allows organizations to improve process productivity by bridging silos and enhancing information flows between complementary solutions, including SAP® SuccessFactors^®, Microsoft^® Office^® 365, Salesforce^®, and many others.

With OpenText™ Documentum, businesses can securely and effortlessly facilitate the flow of very large volumes of business content across applications, bridging content silos and intelligently automating business processes in the most regulated business environments. All before using cloud-based solutions like OpenText™ Core Share to allow employees to share files externally and collaborate on projects while adhering to organizational policies for information management and security.

Now thirty years on from our founding, the OpenText goal remains the same as always: to help our customers use information to its fullest potential and turn that information into a competitive advantage for them. Discover how to obtain the information advantage.

Visit our website to learn more about how OpenText can help your organization’s employees to manage data more effectively and avoid ‘information overload’ at work.

[1] Statista data

[2] A zettabyte is a multiple of the unit byte that measures digital storage, and it is equivalent to 1,000,000,000,000,000,000,000 [10²¹] bytes

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