Category: Titan CLM
Business environments, regulations, rules, and people are consistently changing, and so should your contract and contractor risk management process. Your business can avoid risks by continuously adapting strategies to meet the changing demands of your industry. Every business wants to protect its interests, avoid disputes, and maintain business relationships. Let’s learn more about contract risk management below,…
Want to know more about the different signing terms and roles used in business, legal, and diplomatic fields? Join us below as we uncover the differences between signee, signer, and signatory! Signee Meaning: Starting with What is a Signee? The definition of signee encompasses any individual or organization that has legally agreed to the terms presented in…
With a Salesforce and DocuSign integration, businesses can electronically sign and manage documents within their customer relationship management platform (CRM). But what does this actually mean? Theoretically, your employees will be able to complete the following tasks without leaving the Salesforce ecosystem: Businesses that are dependent on Salesforce tasks to manage their customer relationships find DocuSign a…
Many organizations choose a Salesforce or CloudSense integration to manage complex sales processes well. These two platforms can streamline business operations by generating accurate quotes to manage orders. Companies that fall under the following industries opt for a CloudSense or Salesforce integration since they have intricate products and services that need to be quoted: If you want…
We can understand why businesses want to integrate their Ironclad platform with Salesforce. There are many benefits to connecting your customer relationship (CRM) and contract management systems. If you are considering making the leap and combining these two platforms, join us below as we explore this robust Salesforce integration in more detail. But let’s start at the…
Legal contracts outline the rights and responsibilities of individuals or entities involved in a transaction. All businesses have legal agreements and, therefore, turn to legal contract management systems, principles, strategies, and even software to ensure these documents are correctly created and executed. The Importance of Legal Contract Management Since legal contracts are still contracts, many organizations use…
What is Salesforce CLM? Contract lifecycle management, often called CLM, is a process organizations across multiple industries use to manage contracts. The contract lifecycle is a long process and consists of many stages, from creating contracts, negotiating with stakeholders, ensuring contract compliance, and executing and renewing contracts. Not forgetting all the smaller workflows and tasks associated with…
Connecting Salesforce with Conga CLM (Contract Lifecycle Management) undoubtedly has many benefits. With this integration, you can speed up processes for managing contracts in sales, legal, HR, or any other teams that work with agreements daily. What is CLM in Salesforce? We know how important working in a single platform like Salesforce is to increase workforce productivity…
Salesforce is the world’s leading customer relationship management (CRM) platform. For this reason, many other platforms and applications love to integrate with Salesforce. DocuSign CLM is one of those platforms that can connect with Salesforce to streamline contract lifecycle management tasks. However, integrating any software with Salesforce can be complex as you must consider multiple data sources,…
What is CLM in Salesforce? CLM stands for Contract Lifecycle Management and consists of all the tasks and processes involved in managing contracts from end to end, starting with initiation and ending with termination, and everything in between, including execution, compliance, and renewal. The lifecycle of a contract is a long and complex journey, so taking advantage…
