Being a contract lifecycle management software provider for more than a decade now, we understand the challenges businesses are facing better than anyone else. Sales and marketing teams need to collaborate and work together often to win sales and get deals sealed. We found that a big number of users from our customer base are involved in processes like contract drafting, approval, review, negotiation, and further contract management activities. On the other side, the sales teams are widely using Dynamics 365 as their CRM for coordinating sales activities and processes.

Both CLM and CRM solutions have their purposes and unique objectives to accomplish. However, being a Microsoft 365 and SharePoint-powered CLM software provider, we wanted to give our customers the ability to manage contracts right from the Dynamics 365 platform. Integrating these two platforms will add a lot of value to marketing and sales teams.