Evisort / Salesforce Integration: A Match Made in Dealmaking Heaven

What does your sales team use to keep track of deals? Chances are that it’s Salesforce.

But what does your team use to draft and manage all of the contracts for those deals? If you don’t have a dedicated contract lifecycle management (CLM) solution in place, then it’s time to get one. Salesforce is great for managing leads, but it wasn’t designed to do everything you need to do to close the deal.

Good contract management software is essential for businesses that need to draft agreements for thousands of prospects every quarter. Manual drafting and review processes and ad hoc storage of disparate agreements do not constitute a scalable solution. And then there’s the question of what to do when you’re the buyer: with a specialized CLM system, you can manage all of your agreements with both customers and vendors in the same centralized location.

We aim to help you streamline your sales and legal operations — and the best way to do that is by supporting and enhancing what already works for your business. Since all of your deals go through Salesforce, your contract management solution should integrate seamlessly with the Salesforce platform. You want to focus on closing new deals instead of chasing down documents and Salesforce data. Does your current CLM system help you do that?

With the right tools in place, you can move seamlessly between lead management and contract management. That’s the sort of thing you should expect from a CLM platform.

Imagine that through your CLM interface, you’re able to access, review, and edit every document you've ever uploaded to Salesforce, even if you just started using the CLM software yesterday. It doesn’t matter how many years of paperwork you’ve accumulated; it’s simply there, and it’s all easily searchable. You can search through your entire contract portfolio to find deals with a certain client, or deals containing a specific clause. Think of the hours you could save every day — and week, and month, and quarter — if you didn’t have to open one document at a time and scroll through page after page in order to find the information you need in each individual contract.

Now picture that going forward, you can kick off the contract workflow directly from Salesforce while you’re looking at the details of the opportunity at hand. Integrated processes will make you feel as though you're staying in the same system, but the reality is even better — you're actually switching over to a system that's optimized for legal review and contract creation. Use Salesforce’s specialized tools for lead management and your CLM platform’s specialized tools for contract creation and execution, from smart template creation to integrated e-signatures. Then, when everyone has signed on the dotted line, just go right back to Salesforce to move on to the next deal. All of the documents and updates you worked on in the CLM user interface will also be right there in the Salesforce CRM whenever you need to review them.

Do you think all of that sounds too good to be true? It’s not. That’s the Contract Intelligence Platform. That’s Evisort.

With the data that Evisort provides right at your fingertips, you can focus on maximizing the value you provide to the business. During the pre-sign phase of contract creation, Evisort’s contract intelligence makes you more agile. When you don’t have to spend hours looking up individual data points scattered across multiple systems, you can focus on what you do best: high-level strategy and negotiation. You can stop spending so much time chasing information and instead use that time to find better prospects and negotiate better deals. Integrated apps also help to ensure that you don’t need to interrupt your established business processes — you just enhance them instead.

That’s not all you can do, because Evisort doesn’t stop working for you once the deal closes. After everyone has signed on the dotted line, the Contract Intelligence Platform gives you easy access to the data you need to be an effective business leader. Natural language processing algorithms recognize dozens of common terms and provisions right out of the box, which saves you hours spent looking up clauses. Auto-populating dashboards help you keep track of key items such as renewal deadlines so that you can prepare in advance to renegotiate and update contracts as necessary.

That’s contract intelligence. Use it side by side with Salesforce and see how far you can go.

Ready to learn more about how Evisort pairs with Salesforce to supercharge your ability to negotiate and close deals? Schedule a demo now!


What does your sales team use to keep track of deals? Chances are that it’s Salesforce.

But what does your team use to draft and manage all of the contracts for those deals? If you don’t have a dedicated contract lifecycle management (CLM) solution in place, then it’s time to get one. Salesforce is great for managing leads, but it wasn’t designed to do everything you need to do to close the deal.

Good contract management software is essential for businesses that need to draft agreements for thousands of prospects every quarter. Manual drafting and review processes and ad hoc storage of disparate agreements do not constitute a scalable solution. And then there’s the question of what to do when you’re the buyer: with a specialized CLM system, you can manage all of your agreements with both customers and vendors in the same centralized location.

We aim to help you streamline your sales and legal operations — and the best way to do that is by supporting and enhancing what already works for your business. Since all of your deals go through Salesforce, your contract management solution should integrate seamlessly with the Salesforce platform. You want to focus on closing new deals instead of chasing down documents and Salesforce data. Does your current CLM system help you do that?

With the right tools in place, you can move seamlessly between lead management and contract management. That’s the sort of thing you should expect from a CLM platform.

Imagine that through your CLM interface, you’re able to access, review, and edit every document you've ever uploaded to Salesforce, even if you just started using the CLM software yesterday. It doesn’t matter how many years of paperwork you’ve accumulated; it’s simply there, and it’s all easily searchable. You can search through your entire contract portfolio to find deals with a certain client, or deals containing a specific clause. Think of the hours you could save every day — and week, and month, and quarter — if you didn’t have to open one document at a time and scroll through page after page in order to find the information you need in each individual contract.

Now picture that going forward, you can kick off the contract workflow directly from Salesforce while you’re looking at the details of the opportunity at hand. Integrated processes will make you feel as though you're staying in the same system, but the reality is even better — you're actually switching over to a system that's optimized for legal review and contract creation. Use Salesforce’s specialized tools for lead management and your CLM platform’s specialized tools for contract creation and execution, from smart template creation to integrated e-signatures. Then, when everyone has signed on the dotted line, just go right back to Salesforce to move on to the next deal. All of the documents and updates you worked on in the CLM user interface will also be right there in the Salesforce CRM whenever you need to review them.

Do you think all of that sounds too good to be true? It’s not. That’s the Contract Intelligence Platform. That’s Evisort.

With the data that Evisort provides right at your fingertips, you can focus on maximizing the value you provide to the business. During the pre-sign phase of contract creation, Evisort’s contract intelligence makes you more agile. When you don’t have to spend hours looking up individual data points scattered across multiple systems, you can focus on what you do best: high-level strategy and negotiation. You can stop spending so much time chasing information and instead use that time to find better prospects and negotiate better deals. Integrated apps also help to ensure that you don’t need to interrupt your established business processes — you just enhance them instead.

That’s not all you can do, because Evisort doesn’t stop working for you once the deal closes. After everyone has signed on the dotted line, the Contract Intelligence Platform gives you easy access to the data you need to be an effective business leader. Natural language processing algorithms recognize dozens of common terms and provisions right out of the box, which saves you hours spent looking up clauses. Auto-populating dashboards help you keep track of key items such as renewal deadlines so that you can prepare in advance to renegotiate and update contracts as necessary.

That’s contract intelligence. Use it side by side with Salesforce and see how far you can go.

Ready to learn more about how Evisort pairs with Salesforce to supercharge your ability to negotiate and close deals? Schedule a demo now!