Contract Lifecycle ManagementHitech & Internet
JadeGlobalembracesAgiloftCLM,implementedbyVirtuos
An IT services partner to global enterprises connected Salesforce to Agiloft contract lifecycle management through Dell Boomi — giving sales and legal one shared view of every contract, automated approvals and on-time renewal alerts.
Industry
IT services
Platform
Agiloft CLM
Integration
Salesforce, via Dell Boomi
Partner
Virtuos, Agiloft Gold Partner
The Story
Sales and legal, finally on the same page
About Jade Global
Jade is a trusted IT services partner that helps global enterprises accelerate their digital transformation journey, acting as a trusted adviser on the right technology decisions.
Its services include business application implementation, integration, software product engineering, cloud services, technology advisory, testing and managed services. It has domain expertise in a variety of industries, including manufacturing, high-tech, energy, pharmaceuticals and warehouse distribution.
The challenges
Departments weren't working in harmony, so approvals took a long time. Teams couldn't keep track of the correct contract version, and there were no defined SLAs or turnaround times (TAT) for stakeholders.
Management had minimal visibility of contract status, there was no central repository for documents, and the manual process couldn't be kept in sync with the CRM.
The need
Jade needed to integrate contracts with its CRM, as the point where contracts begin, and to streamline the process between sales and legal, with clarity for both on how each contract was progressing.
It wanted approval workflows automated by contract type, an SLA and TAT for each team to adhere to, and a captured history of approvals. Business heads needed a dashboard with insight into contracts, and contract templates needed standardising.
The partner
Virtuos is a Gold Partner for Agiloft, with rich experience implementing complex solutions, and its team has always delivered on — and surpassed — customers' expectations.
The Win
From opportunity to renewal
Contracts start in Salesforce
Salesforce and Agiloft are integrated through Dell Boomi, and contracts stay synchronised between the two, so teams stay on top of each contract's progress and take the next best action.
Templates, clauses and versions
Integration with Outlook and Microsoft Word minimises legal's effort in creating contracts, with improved tracking of clauses and version control.
Approvals by contract type
Approval workflows are automated by contract type, and the approval history is captured for every contract.
Renewals on time
Active and expired contracts are clearly represented and renewal notifications arrive on time — reducing the number of missed renewals and contracts that need immediate attention or action.
A dashboard for management
A dashboard gives every member of management rich data insights.
At Jade, a contract begins where the deal does — in Salesforce. Connecting it to Agiloft through Dell Boomi means sales and legal work from the same contract, and nobody has to ask where things stand.
Amarinder Singh
Senior Director, Virtuos
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