Extended ECM for Salesforce

OpenText™ Extended ECM for Salesforce® is an enterprise solution for sharing, controlling and managing business and transactional documents at scale, in content-intensive business processes spanning multiple systems from within Salesforce. With Extended ECM for Salesforce, business users are enabled with advanced document management capabilities to enhance collaboration and efficiencies inside the organization, and externally with customers and partners, while seamlessly automating records management processes and controls behind the scenes.

Syntergy consultants can implement your OpenText Extended ECM for Salesforce solution. We provide the strategy, design, implementation, and management of large-scale enterprise content management services, architected on industry-leading platforms such as OpenText, Microsoft and Salesforce.

OpenText Extended ECM for Salesforce Features:

• Immersive user experience: Leverages the Salesforce framework to fully embed within the Salesforce Lightning user interface
• Data integration: Automatically replicates relevant data from Salesforce business objects for content context, classification and management
• Fully flexible: Supports standard and custom Salesforce object types
• Share information with customers and partners: Extends interaction to Salesforce Community Cloud
• Easily configurable: Enables easy configuration from basic to advanced use cases, with no coding required
• Roles and permissions respected: Leverages Salesforce permission concept to define roles and assign content access

OpenText Extended ECM for Salesforce Benefits:

• Increase customer satisfaction: Get a true 360-degree view of customers by enabling business users access to relevant information
• Greater control and governance: Enable business users access to the right version of information, while seemlessly addressing compliance, regulatory and record keeping demands
• Reduced sales and service cycles: Deliver key information in context to help reduce cycle times
• Increased collaboration and productivity: Realize results faster with access to the documentation users need, without leaving Salesforce