Augment Salesforce CRM with Dock 365 CMS integration

Now you can capitalize on CMS integration to create, manage, and sign contracts within Salesforce CRM. Reduce the turnaround time and close deals faster.

Free Demo
HubSpot Video

Get more value from Salesforce CRM with CMS integration

Salesforce with CMS integration expedites your entire contracting process. You can auto-populate customer data from the CRM platform with just one click to generate sales agreements.

Salesforce integrated Dock 365 CMS-1
contract lifecycle

Stay on top of the entire contract lifecycle

The sales and contracting teams get complete visibility and control over the contract management process within the Salesforce platform.

  • Real-time document status updates
  • Monitor contract approval workflow
  • Reminders for reviews, renewals, etc.

Adopt a ready-for-use integrated system

As the employees are already familiar with the Salesforce platform, there’s no delay between implementation and utilization. Organizations can easily set up Dock 365 Contract Management Software with Salesforce to accelerate the sales and contracting process. 

Dock 365 CMS Integrations
Customer Success Stories
ray fager pic

Ray Fager

VP, Sales Operations - King's Hawaiian

"What I've really been pleasantly surprised with is your level of customer service. You have really great expertise on solving any of the issues we needed to solve."

matt waters-3

Matt Waters

COO - AVA Studios

"A number of times in the past I've had to make changes to my programming environment and the Dock folks have always been quick to respond."

manish

Manish Kothari

CIO - Jax Federal Credit Union

It was simple, easy, not too much technology jargon to communicate to some of our non-tech people. The Dock portal is very convenient to work with."

Ben hippeli-1

Ben Hippeli

Founder - Benchmark Training

"Working with the Dock team was so easy. The team was super flexible, checking points to make sure things are going exactly the way we wanted."

How CMS-integrated Salesforce helps businesses

Self-service contracts

Generate self-service contracts using pre-approved templates without leaving the Salesforce platform.

Two-way data sync

When you change contract data in CMS, users can sync Salesforce CRM to reflect the change and vice-versa. 

Client-centric contracting

The sales rep can create consumer-driven contracts using consumer data available in Salesforce.

Auto-populate customer data

The salespeople can automatically upload client data into contract authoring.

Productive collaborations

The integrated system effectively allocates contracting tasks between the sales and legal teams. 

Sales productivity

The integrated system with automated workflows, e-sign, and customer data helps to close deals faster. 

Customized workflow

The sales team can initiate and monitor tailored contract workflows without leaving Salesforce. 

Comprehensive overview

It offers sales teams instant access to the latest legal documents through centralized repositories. 

Performance metrics

Organizations can leverage contract and customer data for efficient reporting and actionable insights.