DemandBlue helped client achieve process efficiency by integrating Ironclad’s contract management application with Salesforce..

 

About the Client

The client provides a reliable energy investment platform that originates clean energy projects on behalf of its investors. Its mission is to accelerate clean energy through simpler finance.  

Solution

  • Performed Discovery to understand the various use cases and business processes to be addressed by the new system
  • Installed Ironclad Managed Package in Salesforce to create, automate, and manage contract workflows seamlessly.
  • Linked Salesforce account with Ironclad to setup Workflow
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Benefits

  • Automation of contract workflows enabled the client to boost process efficiency and eliminating manual time and effort required in keying and re-keying information between systems.
  • Availability of accurate information across systems, eliminating duplicate data entries.
  • Automation of complex CRM workflows, streamlining of activities, and improvement of process visibility in real-time.

Salesforce: Sales Cloud, Service Cloud

Technologies: Apex, API, Flows

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