Webinar: Simplifying Contract Management for Microsoft Dynamics 365

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How would it transform your sales team if you could make the contracts process simple, fast and collaborative?

When we engage with organizations investigating contract management for sales-related contracts, a familiar narrative emerges. The challenge lies in the friction points within legal, contract management, and operations while endeavoring to support the sales team effectively. Our customers want to simplify the sales process from a contract perspective, reducing friction for sales teams while fostering transparency and more easily collaborating with legal.

Contracts 365 integration into Microsoft Dynamics 365 CE/CRM is the linchpin that transforms this vision into reality. By seamlessly embedding our user interface within Dynamics, users can navigate any aspect of the contract management process without leaving the familiar Dynamics environment.

Think of that: managing contracts without leaving Microsoft Dynamics 365.

A customer’s recent ROI/TCO assessment indicated that contract lead times were significantly reduced from eight days to less than one when using Contracts 365 with Microsoft Dynamics 365.

One example of increased efficiency is the process of getting a non-disclosure agreement to a prospective customer. No more lost emails, no more back-and-forth struggles. Sales reps can request a non-disclosure agreement, or any other contract type, directly within Dynamics 365 without having to reenter account and opportunity data.  They will receive it back in minutes, ready to send to their prospect and begin the sales process. Sales reps can track the progress of any contract, receive proactive alerts for approvals or exceptions, and follow it to completion with almost no effort or time lost selling while never leaving Dynamics.

While the Microsoft Dynamics 365 integration is pivotal, that is just the proverbial tip of the iceberg. The capabilities of Contracts 365 extend far beyond. There is an additional set of robust contract management requirements, obligation management, reporting metrics, workflow analytics, and of course, AI features.  The goal is very simple; allow salespeople to interact with key contracts activities (submit requests, check on status of contracts, etc.) in 30 seconds or less.

Contract-Enable Power Apps

While the original use case for the Contracts 365 integration with Dynamics was focused on Dynamics 365 CE/CRM, the architecture employed allows for Contracts 365 to enable any Power App based application: a hot new topic in our industry.

Let’s say you are a service organization with service contracts in place, tracking and resolving support requests. Wouldn’t it be nice if you had a link in your service center management system that went directly to the contact? Your reps can see the terms and conditions and quickly get an overall view of support requests. That is just one example of a small change that has a big impact.

We firmly believe organizations can close more deals faster by integrating Contract Lifecycle Management (CLM) and (Customer Relationship Management) CRM.

Join our Webinar: Contract Management for Dynamics 365

To delve deeper into how Contracts 365 can transform your contract management and sales processes, we invite you to join our upcoming webinar:

Webinar: Contract Management for Dynamics 365

Date: December 14, 2023

Time: 11:00-11:45 AM ET

Join Russ Edelman, CEO of Contracts 365, and Craig Bertoldi, VP of Sales and Marketing, as they show how the synergy between Contract Lifecycle Management (CLM) and CRM can help you close deals faster.

In this webinar, you'll gain insights into:

  • The business impact of siloed contract management and sales processes.
  • Benefits and best use cases for an integrated sales-contract approach.
  • Strategies for increasing cross-platform contract visibility and collaboration.
  • Real-world ROI metrics from organizations leveraging Contracts 365 for Dynamics 365.

Plus, a live demonstration showing how quickly a sale can progress from opportunity to contract request to close using Dynamics 365 Sales and Contracts 365.

Register now to secure your spot and start on the path towards faster deal closures and revenue realization.

By Contracts 365, Contract Management for Dynamics 365,  www.contracts365.com

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