Overview
Contract Lifecycle Management
CLM Essentials
Contract Management for Salesforce
Sales Configuration

Selectica Contract Management for Salesforce

  

Contracts don't have to be a bottleneck or keep you from closing business.

Valuable sales time is wasted when salespeople have to steer contracts through a maze of approvals. Why not free up your sales team to spend more time interacting with customers and closing new business?

Selectica Contract Management for Salesforce enables your sales team to request, track, and find contracts in real time, without ever leaving Salesforce. Customizable approval and escalation workflows, advanced search, streamlined contract authoring, one-click contract approvals, and built-in reporting all help ensure that deals get done with greater accuracy, precision, and profitability.


Selectica Contract Lifecycle Management for AppExchange uses Salesforce.com dashboards to provide new insights into your contracting processes. With Selectica Contract Lifecycle Management for AppExchange, salespeople can instantly see the status of all their contracts. When salespeople request a new contract, information can be automatically pulled from Salesforce.com. This saves time and eliminates errors. The Selectica solution maintains a complete audit trail of contract-related activities. Salespeople can associate documents with a contract negotiation. Salespeople can quickly access contract information via the Opportunities, Accounts, and Contracts tabs.
Click on these screenshots for an expanded image.

Stay inside Salesforce
Selectica Contract Management for Salesforce gives your team full access to all contracts and associated documents in the sales environment they’re already familiar with. Create contracts, get real-time updates on contract approval status, report on contract performance, and take it to go with smartphone support.

Customize contract lifecycles
You take the reins with a solution that can be customized to fit your sales strategies. Define workflows for different types of contracts, specify conditional, serial, and parallel approval workflows, get graphical views of each contract’s progress through its lifecycle, and customize workflows to extend beyond execution.

Integrate with Microsoft Word
Contract generation should happen in the tools that are most comfortable to use. Selectica Contract Management for Salesforce allows you to create and redline contracts in Microsoft Word, pull from libraries of approved language and terms, and convert documents from Adobe PDF to Word format.

Import third-party contracts
Effortlessly import faxed documents, as well as documents in Microsoft Word or Adobe PDF format, and easily extract and map critical terms and clauses.

Customize contract management dashboards
The information you need to report on contract performance is at your fingertips in a system that allows you to report on key performance indicators (KPIs), metrics, and analytics. Know exactly where your contracts stand at any given time by configuring your dashboard to show contract status, open tasks, and contract value.

Customize alerts
Stay on top of contract deliverables with alert triggers and email notifications based on events, dates, tasks, approvals, and external system updates.


Learn More:
Download the Selectica Contract Management for Salesforce Datasheet
Request a demo of Selectica Contract Management for Salesforce
Visit the official Salesforce AppExchange Listing

About Selectica: Selectica (NASDAQ: SLTC) provides Global 2000 companies with cloud software solutions that help them close business faster, with higher margins and lower risk. More than 100,000 users rely on Selectica applications for guided selling, sales configuration, pricing, quoting, and contract lifecycle management to streamline their sales operations and process over one million new contracts annually. Selectica solutions are used by leaders in technology, healthcare, government contracting, and telecommunications, including Bell Canada, Cisco, Covad Communications, Fujitsu, CA Technologies, ManTech, and Qwest Communications.