Case Study: enVista achieves streamlined contract management and faster sales cycles with Contracts 365

Bringing CLM and CRM together for people who know the value of optimized technology

enVista, a leading supply chain and enterprise technology consulting firm, needed to fully integrate its CRM (Microsoft Dynamics 365 Sales) with a contract lifecycle management system to replace a manual, homegrown process and speed its sales cycle. After an RFP, enVista selected Contracts 365 as its CLM solution to better leverage the Microsoft ecosystem and streamline contracting across the organization.

Contracts 365 implemented a tight integration between Contracts 365 and Dynamics 365 Sales, letting salespeople create contracts, auto-populate forms, and request approvals without leaving their CRM. The solution moved enVista from a manual workflow to a world-class CLM, vastly simplified drafting and approvals, and improved collaboration and compliance—enabling sales teams to request and access contracts in less than 30 seconds and automating renewal opportunity creation for faster deal closure.

enVista

Amy Mader

General Counsel