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FORTE · CLM

Manual contracts to intelligent CLM — 50%+ cycle time reduction

FORTE's contracts were drafted in Outlook, redlined by email, stored on local drives. We implemented Salesforce CLM end-to-end.

The challenge

Manual contract creation via Outlook/email with delays and inconsistencies. Fragmented tools (Salesforce, Q360, local drives) causing duplicate effort. Manual approval process. Redlining via email with no version tracking. Signatures via Adobe Sign outside Salesforce.

What we built

  • Salesforce-native CLM platform
  • Microsoft 365 integration for redlining, co-editing, version control
  • DocuSign integration for e-signatures within Salesforce
  • Automated approval routing (Legal to RVP) with notifications and audit logs
  • Centralized contracts under Salesforce Documents Tab
  • Template-based contract creation

The outcome

  • Contract cycle time reduced by over 50%
  • Improved data accuracy and compliance
  • Complete visibility into contract status
  • Enhanced customer experience and deal velocity

Technologies: Salesforce CLM, Microsoft 365, DocuSign, Salesforce Chatter

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