About the client
The 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.
Solution
- 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.
Benefits
- Automation of contract workflows enabled the client to boost process efficiency and eliminate 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 improving process visibility in real-time.