Ultria’s enterprise contract management software makes managing customer contracts easy and efficient for sales teams. It integrates its CLM platform with Salesforce, the world’s number 1 CRM platform. This integration enables the sales operations teams to access the Ultria platform’s functionality from within Salesforce.
Integrate Salesforce CRM with Ultria CLM
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Salesforce CM overview
CLM integration with Salesforce – Before and After
Manually copying all the information from Salesforce opportunity to an email or request portal, led to data entry issues. A lot of time was lost in drafting emails. There was a high possibility of it being lost in communication voids.
Instantly notify the contract author without leaving the Salesforce app – all with just a few clicks
Salesforce has proved to be a boon for sales teams. It has integrated and automated processes, acting as a single platform for all Sales and related activities. Sales teams are still struggling with primitive systems that waste a lot of time and effort. These systems expose companies to the increased risk when it comes to contracts.
Using Ultria’s Salesforce App, the contract request process is now a seamless, one-touch activity. Sales activities are now simplified. Automating and streamlining the contracting authoring process becomes easier.