You can upload data from the CRM database directly into your contracting process within Microsoft Dynamics 365 CRM or CMS platform.
All the sensitive data stays safe within the cloud-based repository.
Users can create compliant and standardized contracts in no time with easy access to:
Empower the sales team to monitor contract workflows within the Microsoft Dynamics 365 CRM platform.
Salespeople can route sales agreements directly to their clients with built-in e-signature options to improve response rates and close deals faster.
A smooth-sailing and quick contracting process means enhanced customer experience.
A one-stop contracting solution integrated with key applications like Microsoft Word, Outlook, Jira, Sharepoint, and Teams to enhance your contract management experience.
Users can utilize advanced tools like e-signature and online redlining to simplify the contracting process.
You can aggregate data across all platforms to create custom reports and improve sales.
Even with self-served contracts in the CMS-integrated Dynamics CRM platform, the legal stay in control over the contract lifecycle. The legal team can ensure the compliance and accuracy of the legal document.
Integrating CMS with Dynamics CRM, the sales team can include customers in the contracting process. All the invested parties can edit, negotiate, and sign the contracts within the Dynamics CRM platform.
You can keep your legal agreements moving through the contract lifecycle with seamless approval workflows. The users can speed up internal approvals with customized workflows that automatically send contracts to the appropriate approvers.
CMS-integrated Dynamics CRM system empowers the sales team to send out contracts straight to their customers from within the CRM platform. As a result, they obtain signatures more quickly and close more sales, increasing their conversion rates.
Bring in customer data and templates to self-serve contracts within Dynamics 365 platform.
Utilize real-time document status and contract redlining for seamless negotiation.
Initiate tailored contract workflows on Dynamics 365 platform for hasty approvals.
Accelerate the sales process with e-sign options like DocuSign, Adobe Sign, and Sertifi inside CRM.
The sales team can utilize tracking function within Dynamics CRM to establish contract obligations.
Within Dynamics CRM, users can track significant business terms and contractual commitments.
Advanced reporting metrics with a rich customer database lead to proactive contract analysis.
Leverage contract reports and cross-functional transparency to improve contract performance.
Get timely notifications within the Dynamics 365 CRM platform for contract renewals and expiry dates.