complon Business Solution xECM for Sales

Image Source istockphoto.com/Damir Khabirov

Price: upon request

Details:

complon Business Solution xECM for Sales

Simply clever – documentation that is smarter than ever before

Sales via Salesforce®, Backoffice and Service via SAP® ERP are directly linked to each other via the customer folder. The status of the order can be tracked both online and on a mobile device, from the initial opportunity to offers, contracts, delivery, installation, acceptance and servicing.

Less work in the office - more time for customers

The customer folder is automatically updated when a business partner is created and any changes are made. Central templates are created as needed or automatically in Output Management and any adjustments made, electronically signed, sent and securely archived. All document and emails can be easily stored or sent by dragging & dropping from Salesforce®, your email client or the Windows file explorer. Collaboration across various roles and teams is made possible using permissions set by the responsible sales organisation and ad hoc teams put together from various companies, and even directly with the customer.

Modular fast lane implementation
Complete end-to-end process and data models from sales to servicing.
Cross application integration with complon property providers for SAP®
Predefined Business Workspaces for Sales, After Sales and Servicing
Integration into supplier folders, procurement projects, quality management, installed base, and logistics
Ensure the quality of data using automatic self-learning document classification according to ISO standards
Custom reporting with flexible dashboards, filters, advanced WebReports, Excel exports
Enterprise solutions with automated creation and update of records with data from Salesforce® and SAP® with dynamic template selection, auto-rename and auto-move -> reorganisation
Filing assistant for email and documents directly within Microsoft® Outlook, Microsoft® 365
Advanced Smart UI for mobile users and modern PowerUI for opentext™ Content Server
Information security (GDPR ready), compliance, integrated archiving (records management)
Business Partner Portal integration and cloud ready