PoseidonCM Overview
Overview —
Better Information. Better Decisions.
PoseidonCM is cloud-base contract management application for organization-wide data, dates, and documents. Built on the world-class Salesforce.com platform, your security, compliance, mobile, and 24×7 accessibility requirements will be met and exceeded.
- Save Time
- Save Money
- Reduce Risk
When additional functionality is required that is outside the native PoseidonCM capabilities, we have the added advantage to mix and match best-of-breed technologies (Conga, WebMerge, NetDocuments, Commercient…) to meet contract creation, redlining, clause library, electronic signature, CRM/ERP integration, and many more contract management requirements. This open API architecture is a key market differentiator for PoseidonCM.
Agreement Examples:
- Vendor Agreements (Master Service Agreements, Non-Disclosure Agreements, Certificates of Insurance, Addendums, Maintenance Renewals, Warranties)
- Client Agreements (Service/Support Renewals, Product/Service Contracts, Location Hierarchies, Special Terms & Conditions, Preventative Maintenance, Quotes and Invoices)
- Employee Agreements (Employee Contracts, Consultant Contracts, Certifications, Non-Compete, Termination, Worker’s Compensation, W-2, Security Agreements)
- Other Agreements (Compliance, Property, Policy & Procedure, Custom Contracts)
Need help with your Salesforce installation?
Ask us about Trident – our customization company. Trident’s team of Salesforce certified experts have been implementing, developing, and integrating solutions on the Salesforce platform since 2004. We want to help you and your organization maximize the value of your Salesforce platform.
Poseidon CM offers two types of licenses
These licenses can be mixed and matched to meet your company’s specific needs. Click here for more information and pricing, please.
Centralize & Manage (CM) license
With this license you get:
- Centralized Data and Document Storage
- Fully customizable Reports and Dashboards
- Email and eForm Notifications – never miss a deadline or renewal again
- Task and Activity Tracing
- Customizable Records, Fields, and Pay- Layouts
- Renewal Calendar – A second source of deadline/renewal reminders
- Mobile Ready
- Asset Level Detail Management
- Intake Forms Internal & External
- Advanced Search – by any criteria
- Flexible Workflow & Approvals
- You have the option to integrate your CRM and/or ERP
Contract Lifecycle Management (CLM)
With this license you get everything in the CM license, plus:
- Contract Create and Templates
- Streamline Negotiations
- Contract Lifecycle Insight
- Redlining
- True-up
- Clause Library
- Clause Bundles
- Analytics
- Contract Families
- Clause Playbook
- 3rd Party Contract/Capture
- Electronic Signature
- You have the option to integrate your CRM and/or ERP
Experience the Poseidon difference…
Seeing is believing
Request A Demo