contacts — right on the salesforce platform. manage your … · 2020-01-06 · manage your...
TRANSCRIPT
Con
trac
t Man
agem
ent A
pp
| Sa
lesf
orce
App
exch
ange
Copyright 2019. All rights reserved – Determine is a registered trademark.
Manage your contracts where you manage your contacts — right on the Salesforce Platform.
The Determine Contract Management App on the Salesforce AppExchange puts the power of our integrated, modular cloud-based Contract Management Solution directly in your Salesforce environment.
That makes it simpler than ever to initiate a contract request without changing platforms, additional logins or wasting a second.
Along with 360° accessibility and visibility into all contracts at all times, you get administration screens that include data mapping for custom fields, automated workflow features and seamless integration to collaborate with contract approvers who don’t normally use Salesforce.
The Contract Management App lets you track contract status updates and the negotiation process occurring on our Cloud Platform, all from within a native Salesforce experience. You have direct access to files and notes associated with contracts, including adding attachments and comments.
Accelerate your sales cycles and empower your bottom line with our Contract Management App for Salesforce.
Key Benefits
■ Create contract requests directly from a Salesforce Opportunity while interacting seamlessly with Determine Contract Management, including submission and status checking.
■ Native Salesforce contract object for simplified search, reporting and alerting for Salesforce users.
■ Easy setup wizard included to make installation the hassle out of installation.
■ 100% contract integration and automation, and 360° contract visibility and access
The Determine Contract Management App lets
you create contract requests right in Salesforce
opportunities with a simple, collaborative
experience that integrates seamlessly with
Contract Management on our cloud platform.
Contract Management Appfor Salesforce
“At any given time, any user can login and see
exactly where the contract is in the process —
there’s more visibility, more control and more
compliance.”
— Healthcare Facilities Customer
Copyright 2018. All rights reserved – Determine is a registered trademark.
Contract Management
Request Contracts Where You Manage Contacts■ Because you manage your customer relationships and opportunities in Salesforce, our contract
management app is designed to let you initiate contract requests with one familiar user experience and a simple, intuitive dashboard.
Powerful Self-Service Features■ Get right down to business, with streamlined guardrails that make contract creation fast and
collaborative with approvers using our Contract Management cloud solution.
360° Accessibility & Visibility■ Leveraging your opportunities means knowing where all contracts are at all times in the process.
Seamless integration with our modular Contract Management solution on the Determine Cloud Platform, a single source of Master Data and metadata, and total adaptability to existing workflows and processes give your teams the access and control to optimize contract relationships.
Manage your contracts where you manage your contactsto accelerate sales cycles and empower bottom-line results.
Contract Type (MSA, NDA, etc.)
Salesforce Opportunity
Request Contract
Contract template & clauses
Submit to DCM Contract
Document ready to sign
Contract Management
App
Approver gets request
Collaboration & Approval
Contract status changes in App
What it looks like:
How it works:
Copyright 2018. All rights reserved – Determine is a registered trademark.
Contract Management
Integrating Determine Contract Management and ourSalesforce App to drive business opportunities.
In the Contract Management App: On the Determine Cloud Platform:
Contract request initiated in opportunity
The type of contract is selected
Dates, duration and other details filled in
Submit the request to approver in DCM
Approver sees request in dashboard
Opens contract project w/template & clauses
Contract ready for collaboration and approval
Back in App, requester receives contract document, ready for signing
Seam
less
inte
grat
ion
betw
een
Sale
sfor
ce A
pp &
Det
erm
ine
Clo
ud P
latfo
rm
Copyright 2018. All rights reserved – Determine is a registered trademark.
One cloud platform, many solutions—a single source of truth.
The Determine Cloud Platform optimizes the functionality of our Contract Management App for Salesforce and our SaaS solution through Master Data Management, a Business Process Management engine, embedded analytics, Open API and business network that combine to provide end-to-end solution visibility and control. Simplified implementation and configuration, and seamless integration with existing ERP and other enterprise systems, empower collaboration, efficiency and agility. Data is shared, supplier and documents managed, workflow optimized. Across one solution, or all of them.
Determine empowers decisions through collaborative data, integrated solutions and apps, and transformative results.
Visit Determine.com
The Platform Core
The Determine Core Business Modules by Functional Area
Business Apps for specific features
FRANCE33 rue Lafayette75009 Paris+ 33 (0) 1 83 64 03 [email protected]
USA615 W. Carmel Dr, Suite 100Carmel, IN [email protected]
UK1 Fore StreetLondon, United Kingdom+44 20 3868 0216 [email protected]