Skip to main content

Transform Your Business with Salesforce Contracts

Learning Objectives

After completing this unit, you’ll be able to:

  • Explain how Salesforce Contracts delivers digital transformation.
  • Describe Salesforce Contracts integration for different industries.

Digital Transformation at Cloud Kicks

Cloud Kicks has undergone a major transformation with the adoption of Salesforce Contracts. Candace, a sales rep, notices a significant improvement in her team’s performance and productivity.

So what does digital transformation at Cloud Kicks look like?

  • Omnichannel: Omnichannel is a Salesforce feature that enables customers to interact with Cloud Kicks through various channels, such as portals, mobile apps, and chats. Customers can use their preferred device to access these channels. All channels are connected because customer data is centralized in Salesforce. This ensures a uniform and integrated experience across different channels.
  • Automation: Now that Cloud Kicks uses Salesforce Contracts, the company sees several opportunities for automation. This includes key processes like contract creation, reminders, and alerts. Automation increases efficiency, empowers sales teams to close more deals, and enables faster onboarding of new customers.
  • Central repository: Digital storage is essential to store accurate records of all current and former contracts. Cloud Kicks uses a central repository to store all contract data ensuring no valuable data gets lost.
  • Digital signatures: By making the entire contract signing process digital, Cloud Kicks can save time and effort in keeping the business deals moving.
  • Speed and accuracy: Salesforce Contracts can accelerate various contract management processes and tasks at Cloud Kicks. Teams can create, update, send, and obtain contract signatures in a matter of minutes. Also, effective contract management can use previously validated data to auto-populate important fields, reducing the potential for errors.
  • Customer satisfaction: With Salesforce Contracts providing control over the entire spectrum of contract management, Cloud Kicks can gain value at each stage of the process. With centralized information and improved efficiencies, the company reduces risk and improves client relationships.

Digital Transformation for Other Industries

Digital transformation isn’t just about rolling out new software. It’s about enabling organizations to streamline business processes through digitization and automation.

Various industries use Salesforce Contracts to digitally transform their business. Click each industry to learn more.

Let’s Wrap It Up

Thanks to Salesforce Contracts, Candace can now spend more time selling instead of manually tracking down and updating contracts. Her team is managing more clients while concentrating on their core competencies. Plus, they’re bringing in more business for Cloud Kicks.

Share your Trailhead feedback over on Salesforce Help.

We'd love to hear about your experience with Trailhead - you can now access the new feedback form anytime from the Salesforce Help site.

Learn More Continue to Share Feedback