Store, organize and access documents in any Salesforce account, opportunity or case with SpringCM. Our secure central repository gives your teams more in-depth document storage, organization and workflow capabilities than Salesforce Notes and Attachments alone.
There’s no more wasted time chasing paper or flipping through five different programs all day - the central repository lets you drag and drop documents from your desktop into Salesforce, putting everything you need at your fingertips.
Even simple contracts, such as NDAs, can stall the sales process.Eliminate the time spent manually updating, routing for approval and emailing template-based documents by having SpringCM auto-fill relevant client information directly from Salesforce.
For more complex documents that require negotiations, SpringCM provides clear versioning and redlining capabilities. SpringCM automatically updates the contracts associated with the Salesforce opportunity, so you don’t have to worry about working from an outdated version. Each new version is saved as a copy, leaving an audit trail of exactly where each document started and where it ended up.
Rules and workflow automation allow you to trigger events by taking certain actions in Salesforce. The time you’ll save by accomplishing all your tasks directly from Salesforce - without having to switch to email, Microsoft Word, Google Docs, etc. - adds up to give you hours back in your week.
"Such wonderful integration! I am giving a virtual hi-5 here. Not only is this an amazing App but my boss patted me on the back for suggesting it. In return, I pat you on the back!"
- Joe Dufrense, AppExchange Review
Track ItTM for Deal Visibility lets you easily check the status of any contract. Stop wondering where your contracts are stuck - Track It tells you who has it, their assigned task, the date the task was assigned and the date the task is due.
Need to nudge a contract along? Use SpringCM to send assigned reviewers reminders of pending or overdue tasks with just the click of a mouse. You can even use tracking data to analyze trends in your contract process, including length of review of cycles and average number of participants.
SpringCM works just as well outside Salesforce as it does from within, which makes it the perfect way to collaborate between your Salesforce users and non-users. Documents generated or populated within the Salesforce interface can easily be sent out to teams that don’t have Salesforce accounts for further action.
In addition, departments that don’t have Salesforce accounts (e.g., legal, marketing, etc.) can use SpringCM to push documents to Salesforce. SpringCM is the perfect bridge between your internal teams that need to collaborate but are not all using Salesforce.