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Empower Your Reps with OTMM—Right Inside Salesforce Sales Cloud

Surface, manage, and share your latest rich-media assets without ever leaving the record.

Acheron's Sales Cloud Connector embeds OpenText Media Manager directly into your Salesforce objects—Accounts, Leads, Opportunities, Campaigns—via a configurable "Media" tab. Browse, upload, and share assets in one click, all under Salesforce's native UI.

The Challenge

Sales reps waste valuable selling time switching between systems, manually downloading and uploading assets, and struggling to find the latest approved collateral—leading to version drift and lost opportunities.

Multi-step Asset Delivery

Reps download collateral from the DAM, log into Salesforce, attach files, then re-upload—wasting clicks and context.

Version Drift

No guarantee that email attachments or printed flyers are the most current, approved assets.

Manual Overhead

Repetitive downloads/uploads and metadata lookups pull sellers away from revenue-driving activities.

Our Solution

Acheron's Sales Cloud Connector (SKUs 1000052048 / 1000052050) embeds OpenText Media Manager directly into your Salesforce objects—Accounts, Leads, Opportunities, Campaigns—via a configurable "Media" tab. Browse, upload, and share assets in one click, all under Salesforce's native UI.

Seamlessly integrate your entire digital asset library directly into your sales workflows, ensuring reps always have access to the latest, approved collateral without leaving Salesforce.

Key Features & Capabilities

In-Record Media Widget

Adds a branded 'Media' tab on Leads, Contacts, Opportunities, Accounts, and Campaign pages.

Business Outcome: Instant, contextual access to OTMM assets.

Direct Upload to OTMM

Upload local files straight into the DAM folder tied to that Salesforce record.

Business Outcome: Eliminates extra logins, ensures single source of truth.

One-Click Share

Select one or multiple assets and share via Salesforce's native email/share dialogs.

Business Outcome: Accelerates collateral delivery; reduces errors.

Personalization & Audit Trails

Merge Salesforce data (e.g., recipient name) into assets and log every transaction in OTMM.

Business Outcome: Enables customized outreach with full compliance.

How It Works

1

Open the Media Tab

Within any Salesforce record, click 'Media' to surface all related OTMM assets.

2

Search or Browse

Filter by metadata, folder, or keyword—no context-switch.

3

Upload or Select

Drag local content into the widget or pick from existing approved files.

4

Share & Track

Use Salesforce's share/email functions; OTMM logs the share event and personalization details.

Customer Use Cases

Oil & Gas Company

Public-relations teams publish news articles via Experience Cloud. With the connector, they attach images/videos without detaching from Salesforce—maintaining single-source integrity.

Result: 100% asset version accuracy and 40% faster content publishing

Financial Institution

Bank executives send tailored credit-card flyers at the branch. They browse the DAM from the customer record, select personalized collateral, and dispatch—avoiding downloads and manual re-uploads.

Result: 3× faster collateral delivery and improved customer experience

Benefits & ROI

Save Time

Reps eliminate dozens of clicks—locate and send assets 3× faster.

Ensure Consistency

Always use the latest DAM versions; no more 'shadow copies.'

Boost Productivity

Free up sellers to spend more time with customers, not systems.

Reduce Compliance Risk

Automated audit trails and DRM enforcement protect your brand.

Who It's For

Sales Teams

Seeking speed and consistency in collateral delivery.

Marketing Ops

Demanding on-brand collateral use across all customer touchpoints.

IT & Admin

Wanting fewer support tickets and streamlined governance.

Compliance Officers

Requiring full audit trails and version control for regulatory compliance.

Unlock Your Enterprise's Full Potential Today

Ready to streamline your operations, accelerate innovation, and achieve unparalleled efficiency? Partner with Acheron.