During our development of our Contract Management Solution, we found a common requirement to initiate a contract is the extraction of values from the CRM system. For one client, the information from their CRM system (Salesforce) was a easy way to jump start the contract development process while improving data integrity and reducing keying. This post will present how capturing data from the CRM system (ex:Salesforce) can initiate the contract management process.
TSG is pleased to announce our contract management solution for Documentum or Alfresco. Leveraging portions of HPI for Case Management and Active Wizard for Dynamic Form and Workflow, the solution also combines best of breed integration with leading vendors like HotDocs, WorkShare Compare and DocuSign. This post will discuss the issues as well as how the solution was created.