Salesforce Contract Management

To effectively quote and manage complex customer contracts, organizations need to be equipped to efficiently manage billing and recurring revenue over a contract lifecycle. You can now seamlessly manage subscriptions, service contracts from proposal to contract renewal with Certinia Contract Management.

The leader for both the Enterprise and Mid Market by G2

Stages of Contract Management

Certinia Contract Management on Salesforce is both flexible and intuitive and allows you to better analyze customer contracts right from proposal to renewal or completion, and easily incorporate changes to the original contract. Certinia Contract Management was built for today’s mobile workforce so you can access, respond to or take care of any necessary tasks from anywhere using any device.

Advantages of Contract Management

Users can create a proposal for time, material and options all from one screen using drop down and point and click functions, and create proactive notifications to support contract renewals and protect renewal revenue.

With Certinia’s Contract Management Software, organizations can:

  • Handle recurring (subscription) as well as nonrecurring revenue
  • Easily sell tangible and intangible (hours, warranties, licenses) items
  • Support products with easy, configurable options
  • Obtain flexible billing terms

Salesforce Contract Management
Software Solutions

The application has built-in pricing algorithms that support multiple types of pricing, with rule-based options that can have either recurring or nonrecurring fees associated to them. By automating your contract management process, your company can achieve instant visibility into company revenue.

Professional Services Automation Tour – Video ansehen

Certinia Professional Services Automation (PSA), Rang 1 auf G2, nutzt die Leistungsfähigkeit von Salesforce CRM und der Salesforce-Plattform. Verschaffen Sie sich einen beispiellosen Überblick über Ihr Geschäft in den Bereichen Vertrieb, Dienstleistungserbringung und Finanzen. Halten Sie Projekte pünktlich, Kunden zufrieden und Berichte auf dem neuesten Stand – alles auf einer integrierten Plattform.