Agiloft
86 Case Studies
A Agiloft Case Study
Immersion Corporation, a technology company specializing in haptic feedback, faced challenges managing over 8,000 contract records across disparate systems like SharePoint and email. Their sales cycle was hindered by manual approvals, a lack of integration with their Salesforce Sales Cloud, and complex requirements to link contracts with purchase requests, which required workflows to pause and skip approvers based on specific thresholds.
Working with Agiloft, Immersion implemented a tailored contract management system. Agiloft’s solution integrated seamlessly with Salesforce, automating the nightly import of deal sheets to initiate contracts and sophisticated approval workflows. This automation synchronized contract and purchase request processes, provided secure self-service access for sales teams, and generated reports for Oracle Finance. The result was accelerated sales deliverables, increased transparency across departments, and greater operational efficiency without exceeding the implementation budget.