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  • Writer's pictureThe Extentia Salesforce Practice

Agiloft releases an enhanced version of their Contract Lifecycle Management Solution!


Agiloft

Extentia is thrilled to announce that our ISV partner Agiloft’s new-and-improved, no-code, AI-powered, Contract Lifecycle Management solution is now available for download via the Salesforce AppExchange.


Agiloft’s AppExchange Solution allows Salesforce users to extend their Salesforce CRM Experience with a no-code, AI-powered Contract Lifecycle Management (CLM) solution. It provides complete Salesforce integration with a one-click contract creation of proposals, MSAs, and other agreements as well as automated approval processes integrated with email, SMS, and e-signature. It also enables users to track performance obligations, contract end-dates, renewals, and invoicing as well as recommend actions to maximize revenue. Custom dashboards to track KPIs and issue alerts can also be created as and when required.


Additionally, users can run syncs at any time manually or automatically when a record is created/edited, or run sync on a time-based schedule as well as customize data sets by mapping specific tables and fields from one system to another.


Agiloft leveraged Extentia’s AppExchange expertise to help enhance their Salesforce Application, specifically improving the installation and configuration processes for new users. These previously cumbersome and time-consuming processes have been reduced to a few minutes. An additional feature Extentia worked on as part of this upgrade enables new users to create an Agiloft Trial Account directly from Salesforce without having to create a separate Agiloft account.


“Working alongside Agiloft to improve key aspects of their AppExchange solution has been interesting,” said Shraddha Tirthali, Project Manager at Extentia. “We helped to build and bring the MVP to the AppExchange several months ago. The upgrades we’ve now implemented will go a long way towards improving both the onboarding of new customers and the overall experience for Salesforce users.”


“Extentia provided invaluable support and expertise during the development process,” said Jack Wicks, Product Manager, Agiloft. “The app was completed on time and was successful in our goal to create a flexible and powerful integration that can be installed and configured in under 15 minutes. Agiloft customers are going to love the new Salesforce Application!”


Extentia, has over a decade of experience across various clouds including Sales, Service, Marketing and Community Cloud with a strong focus on Health Cloud and Financial Services Cloud implementations. As Salesforce certified PDO Experts, Extentia has proven expertise in Salesforce’s security review processes, and works with ISVs across the globe to define, wireframe, develop, package and list products on the Salesforce AppExchange.

Extentia’s team strives to consistently deliver value to customers with experience-centric transformation, design-led solutioning, and Customer 360 implementations, with a particularly impressive track-record in building Salesforce solutions with Lightning Web Components (LWC), Einstein Analytics, Heroku, and third-party integrations.

To learn more about Extentia’s Salesforce Practice write to us at salesforce.consulting@extentia.com


Read other Extentia Blog posts here!

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