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CLM & CRM - Alignment & Automation for Your Max ROIs

CLM & CRM - Alignment & Automation for Your Max ROI

The antiquated practice of referring every single contract to the Legal department simply isn't sustainable and can stunt the growth of your organization.

Legal professionals are no longer just contract administrators and gatekeepers. They are strategic business partners that need to turn their attention to more value-added priorities while still maintaining contract compliance.

By empowering your Sales team with the right Contract Lifecycle Management (CLM) solution that seamlessly integrates with your Customer Relationship Management (CRM) platform, they can manage standard deal agreements--from quote to signature--without needing to involve Legal at all. 

Discussion topics

  • Increase CLM adoption with seamless CRM integration

  • Accelerate drafting velocity with pre-approved contract templates

  • Manage & track contract activity directly within your CRM

  • Reduce negotiation cycles with pre-approved clause alternates

Key Takeaways

  • Technology is not going anywhere, it’s continuing to be a bigger role in our lives and how business operates, and how we use data!

  • Embrace change you know there's a lot of new technology out there adopted, don't be afraid of it, try to get away from the status quo.

  • If you keep doing the same thing, don't expect different results. If you want to make a change, you must try something different.

  • Hold your team accountable to SLAs and demonstrate your commitment to customer obsession!

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