Tracking and maintaining various levels of data throughout the contracting process
Use Cases and Deployment Scope
As all of our sales and contracting processes are through the Salesforce system with Conga CLM we are able to manage and keep customer data easily and track many components that are needed for various levels of the company.
Pros
- Tracking and maintaining various levels of data throughout the contracting process
- Our ability to do more redlining through the contracting process within the system.
- Allowing for controls in generating documents
Cons
- Some of the decisions that are made when creating an agreement can cause some questions or confusion, such as how configurations "save"
- A better way to allow for revisions that transition forward (as we have written our own revision process.)
Return on Investment
- The time saved for our Legal team to generate and go through redlining for customers allows us to process the create the multitude of contracts that come through the system daily quickly and correctly.
- Sales is able to get accurate information relatively quickly and get contracts in customers hands faster due to the tools available. This provides our business a much more sustainable and quick ability to grow.
Other Software Used
Conga CPQ, Salesforce Data Cloud





