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Icertis Contract Intelligence: Strategic Contract Lifecycle Management (CLM)

The most intelligent way to structure and connect every kind of contract.

Overview

The Icertis Contract Intelligence (ICI) platform works with both Salesforce Lightning and Classic, extending the value of Salesforce to bring you innovative contract lifecycle management (CLM). Watch the Icertis Contract Intelligence Demo to learn more!

See How Icertis Contract Intelligence: Strategic Contract Lifecycle Management (CLM) Works

Icertis Experience for Salesforce is a seamless, native integration that provides Account Managers, BD Professionals and Sales Managers powerful, intuitive contract lifecycle management (CLM) tools within the CRM system customers use to perform best.
Without leaving Salesforce, users can manage end-to-end contract lifecycle, create contract requests with pre-populated data from Salesforce objects, and track contract progress and status updates.
Icertis empowers sales teams to self-service contracts within controls and side-boards compliant with government regulations and internal policies. The ICI platform is used in industries such as Energy, Healthcare, Manufacturing, Retail and Technology.

If your company's Salesforce implementation isn’t integrated with a robust contract lifecycle management platform, you aren’t taking full advantage of the benefits offered by either system. Here’s just a few of the ways the ICI platform helps sales teams reduce costs, speed approvals and negotiate better deals: • Create and process 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. • Extract useful data from contracts to take advantage of upsell and cross-sell opportunities. Learn how Icertis Experiences for Salesforce can unlock new potential in your sales team today.