PreludeSys helped client achieve process efficiency by integrating Ironclad’s contract management application with Salesforce

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 eliminating 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 improvement of process visibility in real-time.