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CUSTOMER SUCCESS JOURNEY

Designing great software is only half the job.

According to the World Commerce and Contracting Association, approximately 85% of Contract Lifecycle Management software implementations fail. There are probably a lot of reasons for this but…that’s a staggering number. So staggering, in fact, that at Contracts 365®, we’ve built our entire business around making sure that we’re in the other 15%—getting our customers up and running and celebrating their success for many years to come.

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The Customer Success Journey

Contracts 365 Customer Success Journey is a carefully choreographed change-management process designed to ensure the long-term success of your new CLM software and workflows. It consists of three integrated phases, each with its own dedicated team.

01

Implementation

Includes the installation and configuration of the software, as well as user testing and training. Our award-winning implementation methodology, called IMPACT, is an artful combination of Scrum and Waterfall Methodologies. It’s designed to provide a streamlined approach to implementation while accounting for specific business requirements, feedback, testing, and training.

02

Alignment

Ensures that, once installed and configured, the Contract 365 application matches business requirements and workflows. This is a 90-day process that evolves from weekly to bi-weekly to monthly meetings designed to address issues, answer questions and provide support.

03

Support

Contracts 365 provides answers, technical help, ongoing check-ins, and formal business reviews across the life of a customer’s subscription with us. After the 90-day Alignment phase, customers transfer to the Contracts 365 Zen Desk support team—or you can choose Support XD for extended support from your Customer Success Manager.

Your Customer
Success Manager

At Contracts 365, your success is our success. That’s why we assign you a dedicated Customer Success Manager who’ll be by your side to ensure a smooth launch of your new contract management software. We’ll also meet with you regularly to answer questions, provide additional training, and make adjustments as needed.

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“Contracts 365, both the product and the wonderful team members at the company, have continued to make my contract management life so much better! It is because of this that I selected Contracts 365 in my prior company and now, once again here at CSI Compressco.”
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Jennifer Roemershauser, Director of Contracts & Risk

CSI COMPRESSCO

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Why Choose Contracts 365 for Contract Lifecycle Management?

How do you decide which Contract Lifecycle Management (CLM) solution is right for your organization? There are countless CLM vendors out there and we know it can be hard to figure out what differentiates them and who’s the best fit. See how we’ve optimized CLM for the way contracts really work, and made it purpose-built for Microsoft 365.

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Ready to Learn More?

Optimize your team’s contract lifecycle management with Contracts 365.

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