Benzinga

Titan CLM Software Creates Smoother Contract Processes in the Salesforce Ecosystem

Israel, 19th Oct 2024 – If you are tired of jumping through confusing hoops when it comes to managing your contracts in Salesforce, Titan CLM is here to make your life a whole lot simpler and easier! Designed to seamlessly integrate with Salesforce, Titan’s Contract Lifecycle Management (CLM) tools streamline everything from creation and drafting to signing so your team can focus on closing more deals and less on chasing signatures. Automating your approval workflows is a breeze with Titan’s seamless integration with your Salesforce data so you can keep every contract moving smoothly through the pipeline. Ready to take your contract game to the next level? Let’s dive into how Titan CLM can help.

What is CLM Software?

So let’s break down Contract Lifecycle Management software. Basically, it is a digital solution designed to streamline and automate every stage of the contract process – from the creation and negotiation to execution and renewal. A CLM platform aims to help your business manage contracts efficiently by providing you with the tools to handle document generation, collaboration, version tracking, and compliance. Hosting all these functions on a centralized platform ensures better visibility, reduces errors, and speeds up approval times to help your business stay organized and compliant while enhancing your overall productivity. This tool is a must-have if your business handles multiple contracts across a variety of departments. 

Benefits of Titan CLM in Salesforce

Titan takes the hassle out of managing your CLM in Salesforce. You can automate your entire CLM process so your team spends less time on administrative tasks and more time on building long-lasting relationships with your customers. Let’s take a closer look at the benefits you can look forward to when you choose Titan as your contract lifecycle management software

360 Degree Tracking

One of the standout features of Titan is the 360-degree tracking capability. This gives you complete visibility into every aspect of your contracts, from drafting and approvals to negotiations and renewals. You get real-time updates and seamless integration with Salesforce to monitor the progress of your contracts at a glance without having to manually follow up on each one. Whether you are looking to track key milestones, identify bottlenecks, or ensure compliance, Titan will ensure that nothing falls through the cracks keeping your processes smooth and efficient. 

Approve and Reject Changes

Sick of the painful back and forth that often comes with changes? Titan makes this process a breeze. The platform streamlines the review process by allowing your stakeholders to easily track modifications, provide feedback, and approve or reject changes directly in Salesforce. This will speed up the CLM process by eliminating the need for you to manually track each change and follow up via email. You can easily configure automated workflows for approvals to ensure that your contracts are moving through the necessary channels, reducing delays and keeping everything organized. 

Collaborate Effectively 

Collaboration has never been easier with Titan, all your document-related activities including communication and document sharing. Your teams can collaborate on the same document in real-time, making edits, comments and updates directly on the Salesforce platform. This saves you money as you no longer require external tools, minimizes confusion and ensures that everyone is on the same page. Using version control and automated notifications, your stakeholders are always kept up to date on any changes, approvals, and next steps required to keep the contract process moving forward. 

Allows Multiple Signers

A key advantage of Titan is the ability to assign and handle multiple signers throughout the various stages of your contract. Whether you are dealing with internal approvals or external clients, you can route your contracts to multiple parties for signatures. With e-signatures your stakeholders can sign from anywhere at any time. You can also configure notifications to follow up on any missing signatures without having to manually type up an email yourself. This ensures that your contracts are kept on track, delays are reduced and you meet your deadlines every time. Need to add an additional signer or to remove someone half way through the process? Titan makes the process simple so you never have to worry about starting from scratch each time the signers list changes. You can assign each stakeholder a specific role and corresponding fields so no one accidentally adds their signature on the wrong dotted line. 

Automated Mail Approvals

Titan offers an even more efficient approval process through automated mail approvals. Instead of you having to manually track down those stakeholders for their signatures and approvals. Send automatic email notifications when actions are required. Approvers can review and approve contracts directly from their inbox without needing to log into Salesforce making the process easier than ever. You can streamline your entire CLM process which often leads to faster decision-making and ensures that your contracts move smoothly through each stage without any bottlenecks. 

Titan’s Contract Lifecycle Management Software

Titan’s contract lifecycle management system is the robust solution you need to optimize your entire contract lifecycle management process. From the beginning steps of creation and negotiation to approval and renewal, Titan streamlines every stage by integrating seamlessly with your existing Salesforce system. You get all the bells and whistles when you choose Titan including 360-degree visibility, automation of key tasks including approvals and signature collection, and reminder notifications so you can take a hands-off approach when it comes to chasing up those signatures. By pulling data straight from your Salesforce CRM into your contracts with dynamic fields, you can rest assured there aren’t any of those embarrassing typos that can occur when you are generating documents with customer data. Worried about keeping up with compliance? Create templates that include all your terms and conditions so you never have to worry about missing them again. If you are looking for a tool to reduce manual errors, improve compliance, and speed up your contract execution, Titan is an invaluable tool for any business looking to enhance its contract management efficiency. 

For more information, visit Titan

About Titan

Are you ready to supercharge your Salesforce with no code? Titan is a game-changer for the world’s #1 AI CRM, empowering you to solve any use case on a single platform. At the touch of a button, organizations can achieve customized and scalable processes that require minimal maintenance. Titan’s special power is syncing to Salesforce in real-time using only drag-and-drop tools! Build portals, generate docs, make forms, collect feedback, streamline contracts, manage files, and automate any workflow with this all-in-one solution.

Media Contact

Organization: Titan

Contact Person: Alice Meyer

Website: https://titandxp.com/

Email: Send Email

Country: Israel

Release Id: 19102418672