Not every contract is a sales contract, so a contract management system should be able to support any type of contract. While contracts that your sales team is responsible for are critical, buy-side contracts can introduce value to the organization – they have their own unique set of needs and processes.
Request: a business user asks for a contract The first step in the contract process is for someone in the company to request a new contract. In many companies, the request process can be very informal and disorganized. If there are no centrally located or easily accessible templates, it results in outdated contracts used as ad-hoc templates, exposing the company to financial and compliance risk.… Read More »Contract Lifecycle Management definitions (Part 2 of 4)
You might see contract management as something that only pertains to legal or finance. But if you’re responsible for closing deals, you’re more involved with contracts than you realize. Because contracts are binding and govern over 80% of transactions and value, every business should care very much about what they contain. Contracts & Contract Management is The Lifeblood of Companies They outline the rights and… Read More »Best Guide to Salesforce & Conga for Contract Management (Part 1 of 4)
It’s time to streamline and automate the contract renewal process to keep your customers loyal and sales teams efficient. Automated solutions in the Conga Suite will save time, create error-free documents, and ensure a better experience for customers as well as your associates. The renewal of contracts with clients is vital to sales volumes (retain customer base) and is an opportunity for sales execs to… Read More »Conga for Salesforce Will Make You a Contract Superstar
Preferred Hotels has a network of over 800 partner hotels where they provide travelers luxurious accommodations and inspiring travel experiences. The company’s membership based-business model requires marketing cooperation with partner hotels which means there are a lot of contracts to manage. Until recently Preferred Hotels did not have contract automation systems in place to manage contract renewals, which led to a slow contract renewal cycle.… Read More »Real-life Case Study to Automate Contract Renewals: Preferred Hotels
We recently posted updates for those curious about Salesforce how it can help small- to medium-size businesses continue to expand and grow. The next significant step is integrating Conga Software… so what is the Conga App or How does the suite of Conga software tools integrate with Salesforce? Document Automation for Sales & Contracts Conga is a suite of tools that helps businesses streamline their… Read More »What is Conga for Salesforce?
Often we we need to start at the beginning to explain how small- to medium-size businesses can use a CRM tool like Salesforce to continue to expand and grow their business. A Top CRM Software Salesforce is a customer relationship management (CRM) platform that provides businesses with a suite of tools to manage customer interactions and improve or streamline sales, marketing, and customer service processes.… Read More »What is Salesforce?
Data in this update is based on a survey of 6,000 marketing leaders worldwide. This report is based on a third-party, double-blind survey conducted from June 30 to August 8, 2022, that generated 6,000 responses from marketing managers, directors, VPs, and CMOs across 35 countries. Customer data for customization and privacy… a fine line Marketers know that transformative, customer-centric engagement relies on data — and… Read More »Personalization vs. Privacy with Salesforce and Conga
Imagine how much more profitable and successful your company would be if you increased productivity by 70%! By automating manual contract and document management processes with Conga Composer, Conga Sign and Conga Grid within Salesforce, a major provider of foreign language services to the U.S. government, the military, as well as the private sector, saw a massive return on their investment in Conga revenue solutions.… Read More »Automate Contracts & Documents with Conga, A Success Story
The new customer experience is about moments of connection. By delivering unique, personalized moments to customers across every digital channel, your brand can create lasting consumer relationships that hopefully go beyond just being transactional. To efficiently create these moments for every customer, you’ll need to connect your marketing with sales and service, apps, and communities. Here’s how Salesforce can help you bring real moments of… Read More »You Implemented Salesforce: How Do You Design The Journey for Potential Customers?