Open Text Solutions for Sales: Business Goals

Enterprise Resource Planning (ERP) and Customer Relationship Management (CRM) systems are enabling organizations to manage the transactions around the customer relationship and order processing. However, it is impossible to have a complete view of your customer and maximize your sales effectiveness if you lack a complete view of the documents that are associated with the customer and order flow.  

Are you finding it difficult to maximize the effectiveness of your sales operations due to any of the following issues:

  • Do customers confront your sales reps with unresolved issues when they call or visit?

  • Does it take a long time to see revenue from newly introduced products?

  • Can your proposal team deliver accurate, high-quality, winning proposals?

  • Is it impossible to close deals quickly because the processes around contract negotiation and sales order management take too long?

  • Are your plans and forecasts based on old or incomplete information?  

Open Text solutions for Sales enhance your customer relationships by giving your reps a complete view of customer information including transactions and associated email and office documents; by providing an environment for collaborating on sales plans and forecasts, managing proposal development, negotiating contracts, and managing the entire sales order process. Open Text solutions make it easy for you to provide up-to-date product information to sales reps just in time to close the deal that they are working on today.  



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