Solutions

Customer and Account Information Management

Optimize sales operations with relevant and connected customer information

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81%
of sales people say a connected view of data across the customer journey is important

Overview

See how a 360-degree customer view improves service and enables growth
See how a 360-degree customer view improves service and enables growth

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.

Key benefits

Impact business and achieve better results.

  • Increase customer satisfaction

    Respond quickly to customer needs and build strong relationships with positive and consistent customer experiences throughout the entire sales cycle.

  • Shorten sales cycles

    Close deals faster with real-time access to account-related content across all touchpoints directly from CRM applications.

  • Focus on revenue-generating activities

    Spend less time searching systems for account-relevant information and more time prospecting.

  • Uncover new sales opportunities

    Gain the visibility and insights to identify cross-sell and upsell opportunities that increase customer lifetime value.

  • Reduce risk

    Instantly locate and re-use the right information and regulatory content to comply with mandates and guidelines, such as GDPR.

Business impacts

  • Information security

    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.

  • Cross-function collaboration

    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.

  • RFP response

    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.

  • Repetitive sales tasks

    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.

  • Application integration

    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.

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Explore the components of the solution

Professional Services

OpenText Consulting Services combines end-to-end solution implementation with comprehensive technology services to help improve systems.

Customer and Account Information Management resources

A day in the life of a Sales Manager and a Procurement Officer

OpenText Extended ECM for Salesforce

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OpenText Extended ECM for Microsoft Dynamics 365

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OpenText Core Content

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A day in the life of a Sales Professional – Optimize sales cycles with OpenText Extended ECM for CRM

A day in the life of a sales manager and a procurement officer

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A day in the life of a commercial banking customer

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The resilient sales organization

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How OpenText Extended ECM accelerates sales processes

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Other ways OpenText and Salesforce work better together

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