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Communications | Document Generation for Salesforce

Personalize your content creation

Overview

OpenText Communications for Salesforce is an enterprise solution for interactive and personalized document generation. It offers simple graphical template design, can be integrated into Salesforce Flows and scales to millions of documents.

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See How Communications | Document Generation for Salesforce Works

  • Design experiences that delight customers and nurture relationships at every step of the journey to drive brand loyalty, revenue, and customer lifetime value. Revise, repurpose, and personalize content faster and with less effort.

  • Mitigate risk by ensuring branding and regulatory compliance. Be confident that your communications are using up-to-date customer information.

  • Business users can create and update templates using a variety of interfaces – no need to have developers maintain templates through coding.

OpenText Communications for Salesforce (previously called Exstream for Salesforce) is an enterprise solution for interactive and automatic document generation. We have the flexibility to deliver letters, quotes, proposals, contracts, service documents. Our global footprint means we can support multi-lingual requirements and large organisations. Analysts report OpenText as the leader in the Customer Communication Management (CCM) market. Forester define this as: “Software used to compose, format, personalize, and distribute content to support [..] customer communications and improve the customer experience.“ Communications for Salesforce generates communications with data sourced from multiple systems like Salesforce, SAP and SQL databases. We understand the output could take many varieties: pdf, sms, web, email plus many more (this is called Multi-Channel). Communications for Salesforce is able to print, mail, sign or save the documents as well as store back into Salesforce. - Simple and flexible Salesforce configuration - Intuitive user experience - Leveraging the recognized leader in CCM software - Storage back into Salesforce object, or to OpenText Content Management

Categories

Business Needs
Customer Service
Collaboration
Document Generation
Industries
Horizontal Product
Financial Services
Personas
Business Operations Manager
Consultant
Executive
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Managed Package

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