Journey Map Example by User Type in Salesforce Contracts

CLM Runtime User

For example, Sales Executive

• Create a sales contract.

• Negotiate with customers and get their e-signature.

• Manage post-signatory contracts such as amend, renewal, and performance contracts.

• Oversee multiple contracting processes.

Steve, the sales executive collaborates to create contracts and manages the contract lifecycle and customer relationship. It includes:

• Contract authoring.

• Generate contract documents for an opportunity, order, quote, and Salesforce custom objects.

• Collaborate with internal team members.

• Online negotiation with customers.

• Maintain versioning, and redlining of the document.

• Intimate recipients for e-signature.

• Manage contract lifecycle from authoring to termination.

CLM Admin User

For example, Sales Operations Admin

• Create contract templates.

• Manage document and e-signature configurations.

• Configure contract lifecycle and state models.

John, the sales operations admin configures the contract management setup and configurations. It includes:

• Configure contract templates, contract documents, and contract types.

• Configure e-signature integration.

• Create contract approval workflows.

• Manage contract terms, contract lifecycle definition, and state models.

• Ability to update existing contracts, such as - lock, unlock, and cancel.

Contract Partner Community User

For example, Channel Partner

• Create sales contracts.

• Manage contracts.

Stacy, the channel partner, creates and manages contracts for the provider's partner community. It includes:

• Select template and generate contracts on behalf of service providers.

• Seek approvals.

• Manage different versions of the contract.

• Send contract documents to end customers.

• Manage contracts lifecycle with end customers.