Customer onboarding is often manual, confusing and a drain on sales and service team productivity. It's time to make the process smarter, faster and more efficient with the help of SaaS capture and document management tools for Salesforce. In this session, we will explore how to improve customer onboarding by reducing time-consuming manual data entry, eliminating costly errors, and simplifying information flows. Learn how to automate the processing and management of documents and data directly within Salesforce and automate the creation of agreements, communications, and other customer documents. Join this session to understand how to streamline the customer onboarding process and gain more value from customer information with powerful and intelligent OpenText Core for Salesforce.
