CASE STUDY Software Development Company | United States
Advancing Sales Cycles Through CLM Digital Transformation and Automation
Client Need
- Address inefficiencies in manual order form creation.
- Reduce errors and inconsistencies.
- Define and implement an approval process.
- Shorten sales cycles.
- Enhance selling power through CLM digital transformation.
Client Solutions
- Review the current process, propose improvements, deploy a roadmap, and determine the contracts data migration strategy.
- Develop a high-level solution design focusing on efficiencies through CLM workflow integrations.
- Define the quoting process for net new, renewal, and amendment contracts.
- Automate order form creation and eSignature send-off through DocuSign.
Why Epiq
- A dedicated Contracts Solutions team.
- Over 1,000 Contracts Solutions projects for global Fortune 5000 companies.
- More than 275 global CLM implementations with 100,000 trained users.
Results and Benefits
Automating the entry system in under six months.
Upgrading the email-based approval system with documented, trackable processes.
Stronger data accuracy.