FORTÉ Case Study
FORTÉ Salesforce Contract
Lifecycle Management (CLM)
Implementation
Case Details
Industry: Audiovisual (AV) and Unified Collaboration Technology Solutions
Company Revenue: ~ $50mn
Solutions Implemented: Salesforce CLM
Project Duration: 10 Weeks
Delivery Model: Integrated partnership, working as an extension of the client team across the US, Canada, and India.
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Business Challenges
- Manual contract creation via Outlook/email caused delays and format inconsistencies.
- Fragmented tools (Salesforce, Q360, local drives) led to duplicate effort and poor visibility.
- Approval process was manual and time-consuming, especially for high-value contracts.
- Redlining and reviews were done via email attachments with no version tracking.
- Signatures handled outside Salesforce using Adobe Sign, requiring manual follow-ups.
- Offline storage led to missing records and compliance gaps.
- Lack of integration between systems caused slow deal closure and reduced customer satisfaction.
Bluvium Solution
- Implemented a Salesforce-native Contract Lifecycle Management (CLM) platform for full automation.
- Integrated Microsoft 365 for live document redlining, co-editing, and version control.
- Integrated DocuSign for e-signatures directly within Salesforce.
- Built automated approval routing (Legal → RVP) with notifications and audit logs.
- Centralized all contracts and related documents under Salesforce Documents Tab.
- Enabled real-time collaboration using Salesforce Chatter for Sales, Legal, and Leadership teams.
- Streamlined document generation with template-based contract creation from Parent Accounts.
Business Value Delivered
- Reduced end-to-end contract cycle time by over 50% through automation and workflow efficiency.
- Improved data accuracy and compliance with centralized storage and version history.
- Enabled complete visibility into contract status, approvals, and signatures.
- Strengthened collaboration across teams through integrated Microsoft 365 and Chatter.
- Enhanced customer experience via faster turnaround and transparent processes.
- Reduced dependency on external tools, ensuring a single source of truth in Salesforce.
- Increased operational control, audit readiness, and overall deal velocity.
