Features and Benefits
World-Class Secure and Stable Platform
Trident’s contract management application (PoseidonCM) is built on the safe, secure, and confidential Salesforce Platform. This solid foundation allows us to focus on delivering flexible contract management solutions in a secure cloud-based platform.
The scalability of the platform is also an enormous advantage. Clients can start with a single PoseidonCM license and grow across the organization at their own pace.
Over 150,000 businesses entrust Salesforce to safeguard their data in the cloud. The Salesforce Platform, is a rock-solid foundation that’s been continuously upgraded and refined with over 16 years of innovation.
Alerts & Reminders
Sleep better — never miss another important date!
- Multiple touch points for every reminder
- Calendar View
- Stoplight Page (30-60-90-120 Day View)
- Email alerts with Intake Forms
- Escalation processes for non-responses
- Internal and External reminders – Reports (Stock, Custom, and Scheduled) –
- Dashboards
Search Capabiltities
Storing organization-wide data, dates, and documents is a fantastic idea only if you have multiple ways to access and search that information. PoseidonCM allows you full search access to all platform fields and within stored documents. We also provide a filtered search option that will help you find something with only a few pieces of information.
Reports & Dashboards
A core strength to the PoseidonCM platform are the reporting and dashboard capabilities.
- List Views
- Kanban Views
- Stock or Custom Reports
- Home Page Dashboard and Dashboard Folders
- Easy-to-create reports and convert options to dashboards
- Scheduled and emailed reports
Permissions and Access Rights
Each PoseidonCM license can be set with a unique profile. This allows individuals or grouped users to only have access to records and documents that are defined for that profile. You can also create Read Only access if you prefer end-users to only view records and not have access to documents.
Best-of-Breed Technologies
With Salesforce as the foundation platform for PoseidonCM, we have the ability to mix and match other applications that help our clients solve their specific contract management challenges. Conga, WebMerge, NetDocuments are a few examples. We can also integrate with other applications via the open API architecture of PoseidonCM via middleware providers like Commercient.
Workflow and Process Builders
Workflow and process builders are the keys to a successful contract management solution implementation. All contract management solutions should help you cover the basics, but it is the truly exceptional platforms that allow you to customize the workflow and process builders to work well within your specific needs and requirements. If you can provide Trident with a vision of your ideal-world contract management processes, we can help you achieve it!
End-to-End Contract Lifecycle Management
Contract lifecycle management efforts are an end-to-end workflow throughout the contract’s active life. It starts with the initiation of the request, flows through the contract creation and negotiation process, on downstream to the ongoing tracking and managing of the terms, and ends with the retention and removal of contracts. Whatever your process steps are, PoseidonCM has you covered.
Support
We are here for you! Connect with us via our contact page, via phone at (608) 276-1909, or email at support@poseidoncm.com. We will get back to you within 48 hours to answer any support questions you have.
