ContractPodAi: Upgrading Salesforce to aid global expansion

ContractPodAi® has already digitally transformed the contract management processes of organisations such as EY, Total Petroleum, Bosch Siemens and Pennon Group. They are one of the world’s fastest growing contract management solutions.

As pioneers of Legal AI as a service, their rapid growth is due to their dedication to price transparency. They make their software intuitive and accessible to all.

Their service offer blends market leading AI technology with machine-learning, legal engineering and cloud infrastructure – all at no extra cost.

In a six year period they have evolved from an upstart into one of the world’s fastest growing legal tech providers. As a result they have supported digital transformation projects for in-house legal teams at some of the world’s largest corporations. Within the last 12 months they have completed more than 40 such enterprise implementations.

The Challenge

ContractPodAi have been customers of Salesforce for a couple of years but were using a starter version of it. As they grew as a business and expanded internationally they realised they needed to step up their game. The level of in-house skill (although rather good) could only go so far using Group Edition. Reports and dashboards at that level provided a limited view of actionable insights and for an organisation with such a trajectory this wasn’t going to work.

The Solution

  • Salesforce Lightning Enterprise – Sales Cloud
  • Establishing a secure hierarchy an sharing model to allow international division of accounts
  • Extensive training on Salesforce and its capabilities to develop workflows
  • Activation and configuration of forecast module
  • Internal branding to increase adoption and develop culture across the sales team
  • Cleansing of existing data
  • Configure existing layouts to encourage use and increase adoption
  • Creation of individual and team Dashboards & Reports

The Results

  • Increase salesperson productivity and visibility
  • Increased region visibility and currency reporting/forecasting
  • Better reporting on industry-specific KPI’s and creation of opportunities in territories
  • Historical Sales data now accessible
  • Increased knowledge of the platform capabilities resulting in a broader cloud strategy 
  • Greater reporting accuracy due to data cleansing
“Art of Cloud delivered a well-executed two-stage project for us at ContractPodAi®. Our steep growth curve into North America meant we required more sophistication in our configuration than we had time to implement internally. Art of Cloud helped us to articulate our requirements, then phased the work in a manageable way. This was a mission-critical job in its importance to the company given our expansion to new territories and multiple new users. They simplified what in different hands would have been a cumbersome job. Liz and the team were a pleasure to deal with due to their straightforward and professional approach. I wouldn’t hesitate to recommend them for any similar project.”