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Automate sales compensation
Optimize sales territories and quotas
Automate revenue recognition and ASC 606 compliance
Analyze the past and predict the future with advanced analytics
Enhance performance with AI-powered recommendations
Forecast and manage your pipeline
Simplify producer lifecycle management
Enable dealers to drive more revenue
Manage incentive compensation for insurance
Calculate real-time volumes and awards
Optimize sales quoting and pricing
Negotiate and close contracts faster
Organize content for sales success
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Improve your organization one course at a time
Coach your sales reps to drive performance
Generate more engaged leads
Improve customer experience with actionable feedback
Increase your service reps’ performance
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An easy-to-use interface guides salespeople and/or legal professionals through a templated workflow of drag-and-drop, pre-approved contract clauses.
An advanced negotiation workspace allows users to collaborate and track changes in real-time, getting deals across the finish line faster.
Interconnectivity with other applications including CPQ provides deeper insight into deal health.
Eliminate bottlenecks and get contract approvals faster, decreasing time to revenue.
CLM offers the flexibility to integrate with the CRM of your choice to access contracts on a single platform.
Store agreements in a single online repository, allowing for optimized visibility, improved compliance, and better analysis capabilities.
Send and receive redlined contracts via a secure portal. Route contracts to key stakeholders for review to speed up the negotiation. Quickly track all of the redlining and manage changes. Integrate with your CRM system to keep your opportunity updated.
Contracts are automatically routed to the appropriate person or department for approval. Automatically escalate contract approvals between business clients and legal staff. Speed up your approval process with parallel contract workflows—allowing multiple approvers to review contracts simultaneously. Keep sales compliant with company policies and automated approval conditions based on any contract criteria.
Establish a single, secure place for all contracts. Search all contracts in the repository by term, offering, or any other data using free text search. Access the contract repository from your CRM. Customize security settings based on contract and role.
Get notified when a contract is coming up for renewal. Use the current contract as a starting point to speed up creation of renewals. Find areas for uplift and add-ons to grow contract value. Automate alerts that provide email notifications for contract renewals, milestones, and expiration dates.
When customers are ready to buy, it is vital that sales executes quickly. eSignature is an easy and secure method to have your customer execute contracts. When you consider that more than half of all DocuSigned documents are completed within two hours, why wouldn’t you entrust your eSignature needs to DocuSign? CallidusCloud helps our customers accelerate the speed of business by using DocuSign to quickly complete secure transactions.
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