Category: Titan Workflow

Why not switch to using Qualified Electronic Signatures (QES) to electronically sign digital documents these days. They are considered to be equivalent to wet signatures in the European Union and many other places that abide by the Electronic Identification and Trust Services Regulation (eIDAS). If you want to find out more about QES and how they can…

Did you know that Salesforce provides a data-as-a-service (DaaS) platform to customers called Data Cloud? It’s used by companies who need a large database to store business and contact details. Managing and searching for customer data is a dream with Salesforce Data Cloud. Here’s why… Customers who integrate Data Cloud with their Salesforce ecosystem get to enjoy…

When you add automation to your document creation or editing workflows, teams get to eliminate repetitive manual tasks, eliminate errors from copy-pasting data, and standardize content in and outside of Salesforce. If these automation solutions already sound compelling, join us in the article below. We explore document automation in more detail. What is Document Automation? We don’t…

Does your organization or team work with contracts daily? If yes, then you already know that the contract lifecycle is a complex process that needs to be managed well. That’s where contract lifecycle management (CLM) tools comes in. They are known to automate many processes in the contract lifecycle management process to speed up manual tasks and…

No organization wants a data breach! With so many third-party integrations that are essential for streamlining business processes in this fast-paced digital era, it’s essential to set procedures in place that let only trusted and authorized users or domains access your information. Salesforce caters to this security problem with Remote Site Settings. Administrators can easily determine which…

Contracts are important because they manage agreements between two or more parties. They are also legally binding, which means that when parties sign a business contract, they have to comply with the obligations, responsibilities, terms, and conditions set in the agreement. Why do we need a Contract Between Two Parties? Although business contracts can seem daunting, they…

Salesforce has many standard objects on its customer relationship management (CRM) platform to help with any business process. As these standard objects are pre-configured, they help your business save time when configuring tasks and processes related to business operations and automation. Accounts, contacts, leads, cases, and opportunities are all common examples of standard objects in Salesforce. Join…

Salesforce is the world’s leading customer relationship management (CRM) solution and releases new API versions often. These releases ensure that customers have access to new features and the safest product possible for managing customer relationships. If you are subscribed to Salesforce, it’s important to have an understanding of the CRM platform’s API version services. These insights ensure…

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 deals? 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…