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

 

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What Customers Say

PoseidonCM was a system that led our expensive and inefficient construction project tracking process to saving us time, money, and reducing risk almost immediately. We were able to get away from spreadsheets and manage the stages of the project bid/chase/award process in a central location without missing opportunities. Additionally, we were able to better measure our win/loss percentage.

Director of Sales

Automation and Electrical Products Distributor

The PoseidonCM solution provides the tools and resources necessary to effectively manage our vendor risk, resulting in cost savings to our organization, and reduction of overall risk to our business.

VP Vendor Management

Financial Technology and Solution Provider

PoseidonCM consistently delivers a vendor, contract and asset management solution that delivers value above and beyond. I successfully negotiate and organize massive amounts of data because of their fantastic team and iron-clad process.

PMO Coordinator

Transportation and Payment Integrator

I have worked in IT for over 16 years, and half of that time I have worked with PoseidonCM. I remember the days before PoseidonCM, and vendor management was a continual challenge. Thanks to PoseidonCM, we no longer miss a renewal deadline, don’t have to search for contracts and vendor information in multiple places, or negotiate the best deal. PoseidonCM is, and will continue to be, a valued partner.

Contract Manager

Educational Solutions

PoseidonCM was one of several companies that we looked into for our contract management services. We decided to go with PoseidonCM because of the endless customization that is offered and the cost and time savings that accompanied it.

General Counsel

Hospice and Palliative Care

PoseidonCM delivers the visibility into our vendor and client contracts to help us protect our bottom line and improve our top line. No more missed renewal dates and all data, dates, and contracts in a single source of truth. Finally!

VP Finance

HVAC Manufacturer

Onboarding new vendors was a process pain point for us. Every department was able to engage with vendors without a centralized process of review. PoseidonCM made it easy for organization wide staff to submit details and contracts to our team so we could follow our vetting and onboarding processes.

Compliance Coordinator

Health Insurance

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