Case Study: Health Catalyst achieves streamlined contract management and Salesforce visibility with Agiloft CLM

Health Catalyst streamlines 60 contracts a month with Agiloft

Health Catalyst, a healthcare data and analytics technology company, faced significant sales bottlenecks after rapid growth through acquisitions. Their manual, email-based contract process lacked visibility and version control, causing delays and confusion for the sales team. They partnered with Agiloft to implement its Contract Lifecycle Management (CLM) platform to create a scalable, standardized system.

The Agiloft solution centralized contract templates, created a streamlined approval workflow, and provided a transparent activity dashboard. Crucially, Agiloft integrated bidirectionally with Salesforce, syncing contract data and enabling better forecasting. This provided full visibility from pipeline to invoicing, saved valuable resources, and helped turn potential contract non-renewals around.

Health Catalyst