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Docusign CLM: Streamlined Contract Lifecycle Management
Connect and automate the entire contract lifecycle in Salesforce
- Industries
- Financial ServicesProfessional Services
- Business Need
- Contract Management
- Requires
- Sales Cloud
- Compatible With
- Sales CloudService CloudGovernment Cloud
Docusign CLM for Salesforce helps companies increase renewal rates, improve productivity, and grow faster. Streamline agreement preparation, redlining, collaboration, and approvals. Safely and centrally store agreements for easy access and discovery.
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Streamlined and efficient contract management flow!
Having SpringCM with Salesforce has streamlined and sped up the contract management process for our clients. Intuitive, effective and flexible in customizing documents for signatures. Excellent from mobile as well!
Too Easy to Access
This was a great year for our team, and part of the success is based on how easy and streamlined our access to documents has become. No more multiple versions of files.
Not worth it!
It is truly quite astonishing how quickly SpringCM wrote me off as not worth their time. I am a part of a company that has over 120 employees and let them know I have flexibility in my licensing requirements based on the model they offer- I have talked to almost a dozen different CMS companies and realize that they all have different models. Truly disappointing the lack of training and care the team at SpringCM has, there product may be good, but the team that is going to be "supporting" you is not. I would not trust them with my hefty implementation.
Keeps clutter at bay
We were looking for a solution that had a good UI, integrated smoothly with Salesforce, would help keep our contracts organized, and would help streamline our internal contract review process. UAT was a little rocky at first, but we did ultimately get the support/training we needed. We're just going live, but are overall happy with SpringCM.
Awesome workflow tool
We recently implemented this into our Salesforce org, and it has been a huge help. The UI is seamless, and we have been able to get a lot more from our reporting than the old system. Overall very happy we went with SpringCM.
Ease of access
This was a great year for our team, and part of the success is based on how easy and streamlined our access to documents has become. No more multiple versions of files, no more document access issues. Looking forward to incorporating everything SpringCM offers in the next year.
Document Management
Having SpringCM integrated with Salesforce has minimized need to manage documents via manual/emailing methods. Managing documents with Spring CM has made a big difference in our visibility of document status and document metadata.
Efficient and organized contract management system
We chose SpringCM for their flexible workflow and document storage capabilities, and the fact that it integrates with Salesforce for seamless data integration is a HUGE plus.
Helpful
This platform helps improve workflow and assists in organizing large scale operations in a useful manner.
Contract creation and management done right
Since we integrated and implemented SpringCM with our salesforce we have reduced the time it takes to create contracts with the doc launcher tool. As well, we have reduced the amount of different programs and connections needed in the past for the contract creation process. Now it's done all within one tool (SpringCM!), just needing a browser and Microsoft Office and logging into salesforce. No need to download, edit, convert, resave, store, it's all in one place with version tracking. Also with the collaboration feature we can share these contracts with external customers and easily make changes and redline from within salesforce. No more, exchanging attachments and word documents. Our management is blown away with what we can do with Spring and we have merely scratched the surface.
My company is also about 120 employees. We have been a customer for about a year and still don't use this. Had I known it was so complicated and we needed to have a specialist or SpringCM trained staff member set it up I would have tried to go with something else. We are working with an implementation partner and it's taking sooooo long to get set up. We are losing our patience over here. For many tickets I open with SpringCM they try to sell me their professional services. It's absurd. When I look at the cost and functionality of this compared to the cost and functionality of Salesforce and then at the amount of assistance I get from Salesforce support and the community the value we get from SpringCM is laughable at this point....even if the tool were to be working properly. And I'm not seeing a turning point at the moment.