Sales professionals capture, manage and track customer interactions in CRM systems, but other content, such as contracts, offer letters, quotes and invoices, offers valuable context for customer engagement. With data silos and disconnected systems preventing access, sales teams miss out on account insights that ensure a superior customer experience and reveal new revenue opportunities.
Customer and Account Information Management solutions integrate with leading CRM systems to connect all customer touchpoints and deliver a 360-degree account view.
Impact business and achieve better results.
Respond quickly to customer needs and build strong relationships with positive and consistent customer experiences throughout the entire sales cycle.
Close deals faster with real-time access to account-related content across all touchpoints directly from CRM applications.
Spend less time searching systems for account-relevant information and more time prospecting.
Gain the visibility and insights to identify cross-sell and upsell opportunities that increase customer lifetime value.
Instantly locate and re-use the right information and regulatory content to comply with mandates and guidelines, such as GDPR.
Different stakeholders across an organization access customer information. For security, it is important they only access information relevant to their role. Protect information with roles-based permissions.
Today’s remote workforce spans departments, geographies and functions. Disconnected systems make it hard for them to collaborate and provide great customer experiences. Integrate systems and provide real-time account views.
Responding to RFPs and RFxs can feel like an impossible mission. Rapid, accurate input is needed from around the business to hit deadlines and win business. Simplify bid, proposal and contract coordination.
Many tasks in the sales cycle are repeated from account to account. Manually performing the same task individually wastes valuable time that could be spent on revenue-generating activities. Automate and streamline repetitive tasks.
Switching between multiple applications is time consuming. The process does not just delay decisions, it also increases the risk of risk misplaced information. Integrate business applications for a unified view of all information.
OpenText Consulting Services combines end-to-end solution implementation with comprehensive technology services to help improve systems.