For Salesforce Users2018-10-22T11:47:24+00:00

Icertis Experience for Salesforce

If your Salesforce implementation isn’t integrated with a robust contract management platform, you aren’t taking full advantage of the benefits offered by either system.

With Icertis Experience for Salesforce, your sales team can create, view, approve and collaborate on contracts within Salesforce to provide a seamless lead-to-contract process, without imposing additional administrative burdens on the sales user.

How It Works

The ICM Experience for Salesforce utilizes the Icertis Contract Management Lightning Ready Salesforce app available on the Salesforce AppExchange. This app allows Salesforce customers and users to access the Icertis platform’s functionality from within Salesforce to:

  • Create and process self-service contracts from within accounts, opportunities or quote screens.
  • Make use of structured forms to speed contract creation.
  • Enable contract management functionality across a variety of use cases.
  • Stay up-to-date with chatter notifications on contract milestones.
  • Leverage a rules-driven engine to govern contract authoring, workflow and approvals.
  • Get real time visibility into contract milestones without leaving the Salesforce application.

Key Benefits

  • Reduce lead to contracting cycle time by more than 60%.
  • Leverage a familiar interface to improve the salesperson’s adoption of a standardized contract process.
  • Enforce downstream compliance and reporting by capturing commercial terms in a structured form.
  • Improve contract quality, reduce rework and improve customer satisfaction.
  • Gain oversight over the sales and contract management work flow with proactive visibility.
  • Leverage an intelligent rules engine to ensure compliance and mitigate risks.

The Definitive Guide to Sell-side Contract Management

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Icertis Experience for Salesforce

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Icertis Salesforce CPQ Connector

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Icertis Experience for Salesforce

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