SOLUTION OVERVIEW

OpenText Exstream™ for Salesforce
Strengthen relationships and drive incremental business with document
generation seamlessly integrated into Sales, Service and Financial Services Cloud®

Lowers costs
and enhances
productivity

In today’s digital marketplace, organizations need to exploit
every opportunity to communicate clearly and consistently
across all channels and mediums, whether print, email, SMS,
web, mobile or social.

Ensure complianceand quality
Offers flexible
deployment options
Optimizes sales,
marketing andservices

OpenText™ Exstream™ for Salesforce® empowers users to create many different
types of customer correspondence directly from within their CRM system. This
immediate and accurate communication can help improve customer engagement
and loyalty, helping to increase profits and lower costs.

Lower costs and enhances productivity
Exstream for Salesforce enables sales teams and customer agents to communicate
more effectively. Generating all customer correspondence from a single source,
users can access, revise, repurpose and personalize content faster, with less effort
and fewer errors.

Ensures compliance and quality
Users can match the message to the customer and situation. Customers can also
standardize templates, policies, control and auditability for customer communication.
By generating customer engagement documents using only approved content,organizations maintain tight control over their brand and messaging.

Offers flexible deployment options
Exstream for Salesforce is an application downloaded from the Salesforce
AppExchange. There are two different operating modes offered:
1. SaaS mode. Subscribe to our market leading Customer Communication services
to rapidly adopt document generation capabilities.
2. Enabler mode. Connect seamlessly to a dedicated OpenText™ Exstream™ platform,
wherever it is installed.1

Optimizes sales, marketing and services
The document generation solution brings together the industry’s leading customer
communication management (CCM) product family from OpenText with Salesforce
Customer Relationship Management (CRM) cloud solutions.
Exstream for Salesforce helps drive customer insight, improve sales and service
productivity and simplify IT platforms—three key objectives on every digitalbusiness agenda.
For organizations with sophisticated document processes looking to enable lineof-business users, Exstream for Salesforce deploys with a full range of postprocessing options. Organizations can save correspondence to Salesforce, astandard file system repository, OpenText™ Extended ECM for Salesforce®, backup
server or business system and send out correspondence via email or upload it inbatches to a print shop via FTP.
The OpenText solution is flexible enough to support almost any conceivable channel,including print, email, SMS, web, mobile and social. Other possibilities include
advanced IVR integration for automating written responses to phone inquiries
and integration with Google® Drive and Google® Docs for collaborating on longer
documents, such as complex proposals.

Exstream for Salesforce
Exstream for Salesforce allows you to configure the creation steps to meet yourown process. Three typical scenarios and example documents are shown below:

Customer Communication Management (CCM)
On-demandem
On-d and• On-demand
Web to print, account notices,
online quotes, order confirmation,
Web to print, account notices, o nline quotes, order confirmation,
onlineonline statements
Interactivestatements

Customer

Welcome kits,(CCM)a tic

I n t e raquotes,• complex
Automatic
Communication
compliant answers,
service documents
Financial statements, telephoneand electricity bills, marketing campaigns
Management

veomutc ti• Interactive
Automatic
Welcome kits, complex quotes, c ompliant answers,
service documents
A
Financial statements,

telephone and electricity
bills, marketing campaigns

Source: The Forrester Wave: Document Output for
Customer Communications Management, Q3 2014

1 Screen flow in this document represents Enabler mode. Similar functionality available in SaaS mode withdifferent appearance.

OpenText Exstream™ for Salesforce

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Easy Steps to generate Personalized Documents in Salesforce

Choose a name for your document, andselect an available template using oursmart filtering.

Choose which of the available channels
is the right delivery mechanism.

Either finalize your document in theembedded web editor or find yourcreated document instantly available
within the Salesforce object.

FeaturesBenefits

A single app available on theSalesforce AppExchange

Evaluated by Salesforce for security compliance and with regular updates
from OpenText

User interface support

Offers support for Sales, Service and Financial Services Cloud

Device agnostic solution

Provides access from any technology platform, including Apple iPad ®,Android tablets, Microsoft® Windows ® PCs and other computing devices

MultilingualIncludes support for 10+ languages

SaaS mode

Let OpenText quickly deploy our Salesforce specific SaaS platform to enjoy thebest of the Exstream CCM platform on a per use per price model

Enabler mode

Enables users to realize the benefits of the Exstream platform; requires
Communication Server 16.4

Support for Process Builder and Flows

Configure Salesforce tools to generate content automatically based on triggersand events within CRM2

About OpenText
Salesforce solutions
AppExchange
Learn more

OpenText, The Information Company, enables organizations to gain insight throughmarket leading information management solutions, on-premises or in the cloud. For
more information about OpenText (NASDAQ: OTEX, TSX: OTEX) visit: opentext.com.

Connect with us:• OpenText CEO Mark Barrenechea’s blog
• Twitter | LinkedIn
Salesforce, Sales and Service Cloud, and others are trademarks of salesforce.com,inc., and are used here with permission.

2 Not available in SaaS mode

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