Category: Titan CLM

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…

Investing in DocuSign CLM (Contract Lifecycle Management) and Salesforce can reward your business with clear-cut time savings. For example, your sales representatives can easily send contracts for electronic signing with DocuSign CLM’s features and then manage these signed documents directly within Salesforce. Navigating between different platforms for managing contracts will be a thing of the past with…

When organizations need to focus on procurement contract management, they start to manage contracts related to purchasing with legal content. Some examples of contracts that fall into this category include fixed-price contracts, cost-reimbursable contracts, and time-and-materials contracts. These agreements are often shared with customers, business partners, and suppliers. Join us in the article below to uncover the…

Contracts are an essential part of doing business these days. Whether it’s sales or lease agreements, contracts with employees, partners, suppliers, banks, service providers, or insurance agreements, it’s almost impossible to operate without them. Contract Lifecycle Management (CLM) is the process of systematically tracking and managing contracts between your organization and its stakeholders, including customers, suppliers, partners,…

Are you searching for software to help your sales representatives quote prices quickly? If you are already signed up to Salesforce, you might want to consider Salesforce’s CPQ (configure, price, quote) solution. Alright, so what is Salesforce CPQ? This Salesforce tool was designed with sales teams and departments in mind. It provides accurate pricing data for products…

Salesforce does not have a dedicated Contract Management System (CMS) solution, but they have apps, tools, and features to help manage your contracts. For example, Salesforce CPQ (Configure, Price, Quote) has contract management capabilities. Salesforce CPQ contract management can help organizations create, manage, and track contracts but specifically focuses on quotes and sales deals. Salesforce for Contract…

What is Conga Composer? Conga Composer is a document generation tool that enables users to create and automate the document lifecycle. This cloud-based software is available for Salesforce customers and includes features for creating and sending quotes, invoices, reports, proposals, and more. So how does it work? Combining Conga with Salesforce so you can pull data from…