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