Use Cases and Deployment Scope
Before we started using Conga CLM, managing contracts was a slow and messy process. Everything had to be done manually writing , reviewing , getting approvals and it was hard to keep track of where each contract stood. Approvals were often delayed, and people from different teams like legal, sales and operation didn't always have clear visibility into the process. now, conga clm handles the entire contract process for us from creating and editing contracts to getting them approved, signed, and renewed. It helps keep everything organized, makes sure all versions are up to date and keeps a full record of every change. Since it connects directly with salesforce, we can pull customer and ideal information straight into contracts without retyping anything, which cuts down on mistakes and saves a lot of time.
Alternatives Considered
DocuSign CLM, Ironclad and Adobe Acrobat Sign
Other Software Used
Salesforce CRM Analytics, Slack, DocuSign