Harness inbound customer information to accelerate Salesforce processes
Automate document capture for Salesforce | duration: 25mins
As organizations are flooded with increasing volumes of information, Sales and Service teams struggle to effectively capture mission critical documents and transfer vital data into Salesforce. To streamline processes and maximize productivity, organizations need to leverage an automated and fully integrated capture solution.
Join us for a virtual session to learn how capture solutions like OpenText™ Core Capture for Salesforce™ streamline document intake to enrich and accelerate Salesforce processes.
Eva Altensen, Principal Product Manager at OpenText, will lead a discussion about how a modern approach to ingesting documents enables Sales and Service teams to:
- Automatically capture, classify, and route documents
- Intelligently extract and populate Salesforce data fields
- Eliminate repetitive human tasks, bottlenecks and costly errors
- Improve customer Sales & Service experiences
Watch the recording today!