Customer relationship management (CRM) systems hold all the organization's valuable customer information. Coordinating and automating customer communications from CRM is often referred to as document generation.
OpenText™ Exstream™ for Salesforce® integrates into Salesforce CRM environments to provide an enterprise scale solution. Salesforce users can click to access an Exstream template and quickly decide what kind of document to generate and through which channel to send it.
Enterprise wide strategy
Integrates into the Salesforce landscape to generate communications across customer focused organizations and unify enterprise strategies.
Multi-lingual product and support
Supports users in the language and timezone they need.
Incredible platform power
Enables users to design new business processes in Salesforce or simply integrate into Exstream existing processes.
Configurable and fully flexible
Enables easy configuration from basic to advanced use cases, with no coding required.
Increase and automate personalization
Go beyond a single interaction to optimize all complex operational content and process issues for greater customer engagement.
Reduce sales and service cycle times
Generate all customer correspondence from a single source and access, revise, repurpose and personalize content faster with less effort.
Ensure brand consistency
Design experiences that delight customers, nurture closer relationships and engage them at every step of the decision journey to drive brand loyalty.
Maximize upsell potential
Generate customer engagement documents using only approved content, maintaining control over the business process and maximizing upsell potential.
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