Optimize organizational efficiency, performance, and value by automating contracts with Agiloft Contract Lifecycle Management Software. Regain control and streamline processes through seamless integration with Salesforce. Read on about Agiloft Salesforce integration to learn more.
Agiloft’s core platform offers direct integrations that facilitate interaction within your daily tools. Collaborate effortlessly in Microsoft Teams, Outlook, and Office, exchange data seamlessly in Salesforce, and create actionable dashboards in Tableau or Power BI.
Integration works in two directions: inbound and outbound. Inbound integration occurs when an external system initiates contact with Salesforce, while outbound integration involves Salesforce initiating contact with an external system.
Wondering about the cloud aspect? Agiloft is purposefully designed as a pure web application with full multi-tenancy support. It stands out by being available as a Hosted Cloud service and also for deployment on-premise, providing flexibility to suit your specific needs. Agiloft Salesforce integration is one of the many Salesforce integrations Tectonic can handle.
Extend your Salesforce CRM Experience by adding a no-code, AI-powered Contract Lifecycle Management (CLM) solution.
Eliminate red tape and automate the contracting process Full Salesforce integration with one-click contract creation of proposals, MSAs, and other agreements as well as automated approval processes integrated with email, SMS, and e-signature.
Minimize revenue leakage from contracts Keep track of performance obligations, contract end-dates, renewals, and invoicing as well as recommend actions to maximize revenue. Build custom dashboards to track KPIs and issue alerts as required.