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.
The sales and contracting teams get complete visibility and control over the contract management process within the Salesforce platform.
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.
"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."
"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."
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."
"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."
Generate self-service contracts using pre-approved templates without leaving the Salesforce platform.
When you change contract data in CMS, users can sync Salesforce CRM to reflect the change and vice-versa.
The sales rep can create consumer-driven contracts using consumer data available in Salesforce.
The salespeople can automatically upload client data into contract authoring.
The integrated system effectively allocates contracting tasks between the sales and legal teams.
The integrated system with automated workflows, e-sign, and customer data helps to close deals faster.
The sales team can initiate and monitor tailored contract workflows without leaving Salesforce.
It offers sales teams instant access to the latest legal documents through centralized repositories.
Organizations can leverage contract and customer data for efficient reporting and actionable insights.