Contract Lifecycle Management Training
Learn Contract Lifecycle Management Training to Unleash a Modern Career
Average Rating 5.0 From 973 Students
About Course
Contract Lifecycle Management Training at SM consultant will let you gain knowledge on a basic understanding of the Contract Lifecycle Management Functionality an overview of the process of contract lifecycle management. The Training is designed to Create Contract and Binder Templates, an overview of the process of contract management, CLM Enhancements, Enabling and Configuring User-Defined Objects, Understand Add-On Tools such as BI Query Editor, Identify and apply effectively the various contract management activities. This course also helps to learn SRM Integration, Standard Flow vs Non-Standard Flow, 3 types of Merge Fields, Smart Attributes, Cycle Time Reporting. After taking this course participants will be able to plan, configure the CLM environment.
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Upcoming Batch Schedule for Contract Lifecycle Management Training
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Take Contract Lifecycle Management Training at your own pace
Self Paced Online Learning
The Self Paced format allows you to stream the course content from anywhere across the globe with a good Internet connection. There is no defined schedule, you can watch them at your comfortable time. Get Started.
Watch Free Contract Lifecycle Management Training videos before signing up.
Instructor Led Live Training
We deliver Instructor-led online course via your personal computer through an easy-to-use web conferencing tool that allows for real-time interaction between you and the trainer. Get Expert guidance tailored for you.
Join Free Contract Lifecycle Management Training demo session before signing up.
Contract Lifecycle Management Training Course Content
1. Contract Lifecycle Management Overview
- Background
- Apttus and Salesforce
- Object Model
- Terminology
2. Process Maintenance
- Document Output Format, Protection, Template
- Selection
- Standard Flow vs Non-Standard Flow
3. Agreement Administration
- Record Types, Fields, Action Section
4. Agreement Creation
- Wizard
5. Clauses
- Smart Clauses
- Modify/Insert/Delete Clauses
- Marking and Promoting
6. Comply System Properties
- Capturing Merge events Updating Header/Footer
- Data Submit Merge Call Action
- Automating Final Document settings
7. Contract Negotiation Process
- Where do Templates fit
8. Template Administration
- Within Salesforce
- Within MS Word
9. Creating a Template
- Formatting and Locale
- 3 types of Merge Fields
- Smart Attributes
10. Using the Playbook
- Clauses/Sections
- Conditional Logic
11. Basic Redlining
- Track changes
- Check-In/Check-Out
12. Smart Fields
- Reconciliation
13. Admin Tab
- Cycle Time Reporting
- Automating content search
Need Customized Course Content?
We will customize the Contract Lifecycle Management Training course content according to your job requirements.
Certification
Once you are successfully through the project, you will be awarded an SM Consultant’s Contract Lifecycle Management Training Completion Certificate for the course.
SM Consultant’s certification has industry recognition, and we are the preferred training partner for many organizations.
SM Consultant’s Certificate Holders work at 100s of companies
Frequently Asked Questions About Contract Lifecycle Management Training
1. When will I receive my joining instructions for Contract Lifecycle Management Training?
Joining instructions for Contract Lifecycle Management Training is sent two days prior to the course start date, or immediately if the booking is confirmed within this timeframe.
2. How are you better than the other classes? Past achievements?
As they say, “History speaks for itself”, the past achievements would give you a good picture of our reputation, and would also tell you what extra efforts we put in to achieve it.
3. Do you offer a Contract Lifecycle Management Training Demo or Trial class before joining?
We offer 1 demo classes to students. Just make sure that you select the subject and time of the class so that you get an independent assessment of the quality of teaching and you can take an informed decision.
4. What’s the batch size? Will I get personal attention?
An average batch size could be min. 4-5 and max. 8-10 but irrespective of the batch size you will get personal attention and our trainers will help you understand the technology.
5. What if I am not able to attend or miss a session?
If you are unable to attend your session we will help you understand the session by sharing the recording of the live session and still if you need more assistance, we will arrange a backup session for you.
6. Can I access the Contract Lifecycle Management Training course material after training?
Yes, you will get the material in pdf format and will have access to the Contract Lifecycle Management Training recordings.
Have More Questions?
Do let us know if you need more information we will be happy to help you!
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