Category: Salesforce

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…

Organizations focus on procurement contract management to optimize purchasing contracts containing legal content. Some examples of agreements that fall into this category include fixed-price contracts, cost-reimbursable contracts, or time-and-materials contracts. Once approved, these agreements are often shared with customers, business partners, and suppliers. So, join us in the article below to uncover the best practices for procurement…

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…

Countless organizations use contract management software daily to manage their digital contracts at every phase of the lifecycle. Contract management software can be used to speed up contract-related tasks for your business through automation practices. Dive Deeper into what is contract management software So what is CLM software? Organizations of all sizes and across any industry can…

We understand why you are looking for a comparison between Bitrix24 and Salesforce. Both platforms can be used to create customer portals, but which one truly has the best features and pricing structure for your business? Let us help you with your decision. Follow our article below as we explore cloud-based services, features, and pricing topics! We…