Contract Insight - Contract Management Software
Benefits of Integration with Sales Force
Salesforce is a fantastic tool for managing customers and the engagement, quote, close
sales process. Implementing Salesforce provides a company with a great CRM product,
but implementing Salesforce and integrating it with your Contract Management
Software will give you the most out of your system. There are many challenges when
the two systems do not talk, but with CobbleStone SalesForce Connector they all have
a simple solution.
Benefits in a painless solution
 Your sales & legal team will get deals done faster
 Easily enable electronic signatures faster
 Your staff will not have to perform duplicate data entry – the account and
opportunity data is synched between systems
 Your sales staff can automate from an opportunity record when the system
should kick off contract approvals in Contract Insight
 The systems will automate workflow alerts for the correct approvals and speed
review time.
 Users do not have to chase a status, the system sends automated updates
 No more trouble seeking contract files between systems
 Legal staff and sales staff can generate ‘company approved’ contracts from
standard templates with field & clause merging (and automate approval tasks)
 Gain early notifications, e-mail alerts and tasks alerts to manage contract
renewals favorably.
 Better manage your organization contract obligations
 Monitor the negotiation and change-track process
 Meet compliance rules, governmental regulations, and statutory compliance
 Easy to license, built-in module
CobbleStone Systems Corp. – Leaders with Contract Software!
info@cobblestonesystems.com (email) | www.CobbleStoneSystems.com (web) | Phone: 856-939-4600/ Fax: 609-482-8023
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Integration. Integrating Salesforce with your other systems always provides a 1+1=3
reward. You need a partner with the skills, experience, and a proven track record to
handle the intricacies of integration.
In only a matter of days, Salesforce and Contract Insight Enterprise accounts, contacts,
products, and custom objects are synched.
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Rapid integration in weeks with field mapping to any SalesForce open objects
Integration flexibility - easy to manage integration operations
Endless integration points like Oracle Apps, SAP, MS Dynamics, PeopleSoft, JD
Edwards & more
Next Steps: Contact us. The first few steps in evaluating an integration, well we
usually start with a project kickoff meeting with a detailed project plan and then we go
from there. But first, let's talk and find out what your goals are and what systems you
are trying to integrate. The main work is done via the CobbleStone SalesForce
connection manager where it sets up a connection to SalesForce, map tables & fields,
set schedule synch intervals and rules.
Why Choose CobbleStone & Contract Insight
CobbleStone is one of the leading contract management software companies
worldwide. We are best-of-breed company, which means 100% of our efforts are
focused on providing better contract management software to help you manage your
contracts better. We have been focused on this goal since 1999. Over 580 leading
companies have selected CobbleStone Contract Management Software with thousands
of users worldwide. Many of the top companies in the world use Contract Insight to
provide you with a better life including companies such as Hyatt Hotels, Best Western,
Nestle Water, Bank of America, Plantronics Headphones, Music Choice, AAA, Staples,
and many others.
What Does This Mean to You?
When you select CobbleStone Contract Insight software, your organization will better
manage vendor and customer agreements between each party, obtain alerts, approval
reminders, better negotiate renewals, comply with regulatory agencies, and enjoy more
time on focusing on your value to the company and not chasing contracts. To ensure
you receive the service you expect, you are assigned an Account Manager who will
know your needs, your business, and help you get things done. All of our people are
in-house and work for CobbleStone; this means you will receive proactive support and
advice. In addition, we provide a great SLA, which means you are guaranteed a 99.9%
per uptime and if things don’t work out, we provide you a credit. That is a product &
customer service you can rely on.
CobbleStone Systems Corp. – Leaders with Contract Software!
info@cobblestonesystems.com (email) | www.CobbleStoneSystems.com (web) | Phone: 856-939-4600/ Fax: 609-482-8023
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Professionals You Can Trust
Web Services
API
Single SignOn
Open
Database
We understand that your contracts are important, that’s why we provide employees
that are professional. Our staff knows our products (you are not dealing with middlemen and resellers). Our staff/company is members of the following leading
organizations and hold professional certifications including.
CobbleStone Systems Corp. – Leaders with Contract Software!
info@cobblestonesystems.com (email) | www.CobbleStoneSystems.com (web) | Phone: 856-939-4600/ Fax: 609-482-8023
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Used by Thousands of Contract Professionals
Did you Know?
 CobbleStone is used by over 620 leading companies that select CobbleStone as their
preferred contract lifecycle management software.
 CobbleStone was awarded five year contract with the United States Government.
 CobbleStone was recently awarded a competitive award with James Madison
University & Atlanta Public School Systems and over 15 other education
organizations.
CobbleStone was the first to offer user-definable fields, task e-mail alerts, online
reporting a web based system, merging clauses, & contract templates online.
 in Colorado alone, there are over 1, 600 CobbleStone Users – that is impressive.
CobbleStone Systems Corp. – Leaders with Contract Software!
info@cobblestonesystems.com (email) | www.CobbleStoneSystems.com (web) | Phone: 856-939-4600/ Fax: 609-482-8023
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Robust Systems Features – to help you do your job better
Robust System Features* - selected by hundreds of clients
Vendor & Contract Management
Vendor Rating/Score Cards
Aid in compliance with regulatory
standards
Schedule and Receive E-mail Alerts
Workflow Routing & Tasks
Compliance Manager
Central repository for all your contracts
and agreements
Link related contracts
Easily search, sort and filter your
repository
Permission based security access
Manage any type of contract, committal
or agreement
Create & Track any custom data fields
Assign classifications (department, type,
status, etc.)
Track milestone dates
Manage checklist/To-Do items
Link to related contracts & vendors
Maintain Price/Cost Schedules
Delegate and manage tasks,
deliverables and receivables
Complete Audit Trail tracking (Who,
What, Where, When)
Collaboration & Negotiation
Use pre-defined tasks to track processes
MS Word-like editor
Manage Templates with field merging
and standard clauses
Electronic Signatures
Attachments & File Document
Management
Centrally organize all documents
Attach/Upload files
Comprehensive Document Searching
PDF OCR & Full text searching
CobbleStone Systems Corp. – Leaders with Contract Software!
Secure document storage - control
access to documents
Secure employee access based on
assigned security group
Version control on all attachments and
documents
Check-in/Check-out tools
Budgeting & Financial Management
Spend Management/Cost Control
Budget Alerts & Notifications
Create and Manage Tasks & E-mail
alerts
Manage Workflows
Create unlimited rules-based workflows
Specify field based criteria to initiate
each workflows
Configurable Main Menu navigation links
Employee Management
Granular User/Employee Permissions
Provide contract access on a whole, by
department or assigned user
Data importing & Bulk Importing
User-defined sub tables/grids
Reporting/Searching Data Grids
Design Dynamic Reports with Report
Builder
Create and save unlimited reports
Report on any data field
Schedule reports to be automatically
run and emailed
User Configurable Dashboards
Create any custom data fields
Active Directory Integration / Single
Sign-in
*features vary by version, review product
features at:
http://cobblestonesystems.com/Compare_V
ersions.aspx?contract-managementsoftware
info@cobblestonesystems.com (email) | www.CobbleStoneSystems.com (web) | 866-330-0056
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