NEWS FROM OUR PARTNER THE EXCHANGE OpenText Winter 2024 Smarter ways to capture information Intelligent information management (IIM) is for your Salesforce business. the practice of managing information in a way that optimizes its value to the organization. It Rapid automation of document and data ingestion involves using technology and automation to Automate the processing of all types of incoming capture, manage, and analyze information documents, and extract data to enrich and accelerate from various sources and turn it into actionable processes within Salesforce. Powerful AI-assisted machine learning intelligently captures, classi昀椀es, insights. “Most content systems (74%) are not and routes mission-critical documents to the people, connected to other lines of business systems.” processes, and places where they need to be to get the – AIIM 2023 state of the industry report. job done in the most e昀케cient way possible, freeing up more time to serve your customers. Turn to a global leader in document and Reduced manual document handling and data data capture for mission-critical documents entry errors that power your business. Remove human intervention, and digitize time- AI-Assisted Document consuming document handling and manual data Trusted by 90% of Fortune 1000 companies, OpenText has been solving the most complex document and entry, to decrease costs and reduce errors. E昀昀ective information management challenges for over 30 years. Capture Is Our Hero information capture empowers sales and service teams with the ingestion of key documents and data for Salesforce, transforming workloads and decreasing the Learn more about OpenText and how operational costs associated with processing the intake Transform sales and service operations faster than ever. this solution for Salesforce can transform of documents, and signi昀椀cantly reducing resources your business. required for manual data entry. than ever before. Sales and service teams Reading, understanding, and routing Check out our AppExchange listing, OpenText™ Core incoming business data and documents struggle with an increasing volume of Capture for Salesforce®, and our earlier article, “Make mismanaged inbound information and has traditionally been time-consuming. information your superpower. documents that need to be captured Extraction of valuable customer information and ” AI o昀昀ers an unprecedented opportunity insights as part of critical information 昀氀ows and to streamline and transform document connected sales and service processes. Securely capture and process sensitive customer handling. With massive amounts of digital documents, extracting and validating critical data inputs The manual intake of documents can often documents on the rise for businesses of for Salesforce data 昀椀elds that accelerate and enrich cause bottlenecks and costly errors, as well all sizes, capturing all types of incoming sales and service processes. Automate operational as delay sales opportunities and spawn customer information is more important Learn more work昀氀ows through tight integration to Salesforce Flow poor customer service experiences. to extract essential document data that populates % relevant information directly inside Salesforce data about OpenText on AppExchange % 昀椀elds. This dramatically improves information streams 72 8.8 across the business that fast-tracks time to value for the of a sales rep’s time is organization and customers. of a sales rep’s total time is spent on non-selling spent directly on manual entry of customer and admin tasks. sales information.