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Empowering Decisions
February 7, 2019

The Determine Contract Management App for Salesforce: How it works.

The Determine Contract Management App for Salesforce: How it works.

Integrating Determine contracts with Salesforce contacts to drive business opportunities.

The Determine Contract Management App on the Salesforce Appexchange is yet another way to be more agile, proactive and responsive in the ever-competitive business world. Teams that can jump on opportunities to build sales and secure new third-party relationships by immediately initiating the contract process on the spot give themselves – and their organizations – every advantage in empowering bottom-line results. The following screenshots show you how easy it is to request, manage and collaborate on contracts between our Salesforce app and Determine Contact Management solution.

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The process shown in the screens below toggles between what you will see when you’re in our Contract Management App for Salesforce (the App), and what approvers and collaborators will see in Determine Contract Management (DCM). The whole contract request process happens almost as fast as reading it here.

Requesting a contract in the Determine Contract Management App for Salesforce

Blog - Determine Contract Management App for Salesforce Tutorial Image 1Opportunity knocks, in this case selling equipment to Taco Shack. Because their data is all in Salesforce, it automatically creates a customer listing in the App when the contract process begins. It synchronizes immediately, including any contacts.

 

Blog - Determine Contract Management App for Salesforce Tutorial Image 2Simply by clicking New Determine Contract in the App, you’ll be able to choose the type of contract – in this case a Sales Agreement – and start the request.

 

 

Blog - Determine Contract Management App for Salesforce Tutorial Image 3In the request window, you’ll fill in primary contact, description, term length, any other details and add additional documents if needed – counterparty paper, etc. – and submit the request.

 

Blog - Determine Contract Management App for Salesforce Tutorial Image 4

Back in Salesforce, you can verify that all the information is accurate; as the contract transitions in the App and DCM, the status is automatically reflected on the Salesforce page.

 

 

Transitioning the contract request into a contract project in Determine Contract Management

Blog - Determine Contract Management App for Salesforce Tutorial Image 5Over in DCM, a contract approver is notified that a request was created, what it’s all about and even a link to the original Salesforce opportunity.

 

 

Blog - Determine Contract Management App for Salesforce Tutorial Image 6From there the approver creates the contract project, adds details like jurisdiction, chooses a contract template and type from the clause library.

 

 

Blog - Determine Contract Management App for Salesforce Tutorial Image 7At that point the actual contract document has been created and is ready for collaboration and approval, which continues the conversation with the App and Salesforce

 

 

Blog - Determine Contract Management App for Salesforce Tutorial Image 8Back in the App, the requester sees the contract status has changed, with a link to the actual contract document.

 

 

 

Blog - Determine Contract Management App for Salesforce Tutorial Image 9The contract itself can be opened in the attachment viewer to see the actual document – ready to sign and execute. It’s that simple.

 

 

Of course, looking at screen grabs doesn’t give you the full picture of how simple using the App is, and how seamlessly it integrates and collaborates across Salesforce and the Determine Contract Management solution. But now you have a better idea of how much more agile your contract process can be with the right technology tools. Check out our Contract Management App for Salesforce product page and video to get the rest of the story.


Ready to see just how fast and easy it can be to accelerate your sales cycles and empower your bottom line with the Determine Contract Management App for Salesforce? Schedule a more detailed demonstration and start turning your opportunities into business results, or head over the the Salesforce Appexchange and download your app.

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