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E-BOOKUnderstanding Aavenir'sIntegration Capabilitieswith Salesforcewww.aavenir.comFaster and Intelligent Contract Creation, ReducedContractual RisksVersion :1.0 23/07/2021
2Understanding Aavenir's Integration Capabilities with SalesforceCONTENTI.Executive Summary3II.Integration Overview4III.Integration Mechanism5IV. Integration Data Flowi.V.5Inbound Integration Use Case6ii. Outbound Integration Use Case8Key Takeaways9VI. Explore Key Resources & Get Started10
3Understanding Aavenir's Integration Capabilities with SalesforceExecutive SummaryKey Issues with CRM and Contract ManagementSystems That Aren't IntegratedAchieve fastersales cycleswith Aavenirand Salesforceintegration Instances of duplicate data can arise when data islocated on two separate systems Finding related contracts within two differentsystems can lead to bottlenecks Lower sales productivity Lack of unified signing processes lead to confusionduring contract signaturesSalesforce CRM and Aavenir Contractflow, bothplatforms are highly reliable tools for customermanagement and contract management. Includingthe contract management function within the overallsales cycle, instead of treating them as two individualprocesses, helps to resolve the challenges mentionedabove.Aavenir has integrated its Contractflow applicationwith Salesforce CRM and has helped customersachieve fast sales cycle and contract lifecycle times.This document provides an overview of this integration.We have picked two key use cases of CRM and CLMintegration that cover both inbound and outboundintegration along with the data flow between thesesystems.The information provided in this document shall helporganizations to understand Aavenir’s technicalcapabilities and experience in the area of Salesforceintegration.
4Understanding Aavenir's Integration Capabilities with SalesforceIntegration OverviewFigure 1 - Salesforce and Aavenir Integration TouchpointsAavenir leverages REST APIs technology, capabilities, and security to ensure secure and robust integration toSalesforce CRM. The REST API layer manages all aspects of integration including bi-directional data flow inand out of Aavenir Contractflow application, insert/update/delete of data in the application, and integrationconfigurations such as scheduling and error handling.The diagram in Figure 1 gives a high-level overview of the data flow in and out of Salesforce and Aavenir throughREST APIs.To keep Salesforce integration reusable and simpler, Aavenir has developed its API structure based on industrystandard protocols. For example, Aavenir has a standard REST API JSON format to send data or receive data toand from Salesforce.Aavenir provides expertise and assistance in the process of mapping Salesforce data entities with Aavenir dataentities. Our integration experts stand ready to ensure smooth and quick integration, during implementation.
5Understanding Aavenir's Integration Capabilities with SalesforceIntegration MechanismAavenir uses REST API (JSON Format) for integration. API based integration provides the following key technicalbenefits: Real-time transaction processingStreaming incremental or delta recordsData flexibility to handle multiple types of API calls and return different data formatsAavenir ensures complete protection of your data with a combination of technology and best practices forAPI-based integration. It uses ‘Auth’ for Authentication which is an industry-standard protocol supported byServiceNow as well as Salesforce.Integration Data FlowThe following two use cases showcase Aavenir’s capability to achieve inbound and outbound integration withSalesforce and provide an understanding of Aavenir’s integration with Salesforce. Other use cases can also beenabled as needed. Accounts-Company Synchronization and Contract InitiationContract Activation and Signed Document Synchronization
6Understanding Aavenir's Integration Capabilities with SalesforceI. Inbound Integration Use Case:Accounts-Company Synchronizationand Contract Initiation‘Account’ in Salesforce is a company you are doing business with. Its counterpart in ServiceNow is called‘Company’.This use case enables Sales staff to Initiate contract creation in Aavenir Contractflow from Salesforce GUI Synchronize Salesforce Account with ServiceNow Company entity along with contract initiation The userdoesn’t need to explicitly create a Company in ServiceNow against the Account in SalesforceUser Navigates toAccounts01User InitiatesContract CreationAPI to synchronizeSalesforce Accountto ServiceNowCompany called0203User redirected toAavenir ContractflowUser Creates Contract04Figure 2 – Account Synchronization and Contract Initiation Flow05Account selected inSalesforce automaticallyselected as Party inContractflow06
7Understanding Aavenir's Integration Capabilities with SalesforceFigure 3 - 'Account' interface in SalesforceFigure 4: Contract Creation Initiated
8Understanding Aavenir's Integration Capabilities with SalesforceII. Outbound Integration Use Case:Contract Activation and SignedDocument SynchronizationA contract is activated once the workflow configured for contract review(s), approval(s), and signed contractdocument (PDF) generation is completed. A rule is triggered when a contract is activated and the signed PDF of thecontract document is synchronized to the opportunity record in Salesforce.Rule configured to sendContract PDF toSalesforce on contractactivationContract PDFassociated to the record0107Contract Negotitation - Approval - Signaturesstages completed02Account Activation andSigned DocumentSynchronization FlowAPI to send the PDFcalled06Contact ActivatedSalesforce API calledRequest authenticated using JWT tokenValid Token Required030405Figure 5 – Account Activation and Signed Document Synchronization FlowAdditional processing such as Change of Opportunity Status, Update of Close Date, etc in Salesforce can also besupported.
9Understanding Aavenir's Integration Capabilities with SalesforceKey TakeawaysAavenir Contractflow and Salesforce CRM integration provide organizations with the following key advantages:Faster Contract Creation:Sales User Adaptation:Sales professionals can create contracts inSalesforce, with information gathering during theearlier stages such as the quotation process. If thetwo systems don’t interact, the sales team couldbe duplicating efforts due to a lack of visibility ofinformation gathered previously. This integrationhelps reduce contract cycle time, re-work, errorsand improves customer satisfaction.The integration enables sales personnel toleverage Salesforce’s familiar interface andfollow a standardized contract process.Real-time Data Access:Reduced Risks:Salesforce-Aavenir integration empowers salesprofessionals to stay up to date on contractswithout leaving the Salesforce application.The user can have quick access to single andaccurate data providing better insights.Chances of human errors are always there whenmore steps are involved in a process. Integratedsystems reduce the risk of redundant data,potential frauds, and manual activities related tocontracts.
10Understanding Aavenir's Integration Capabilities with SalesforceExplore Key Resources & Get StartedHere are some more resources about Contract Management andAutomation that you might find helpfulDatasheetE-BookAavenir Invoiceflow Integration withServiceNow ITBM Project PortfolioManagement (PPM)ServiceNow and SAP Ariba IntegrationAavenir Invoiceflow integration with ServiceNowITBM PPM automatically embeds approved invoicedata to the expense line in the cost plan.Learn how to integrate SAP Ariba with ServiceNowusing integration hub to import vendor informationand perform vendor related activities on the Nowplatform.Download NowDownload NowBlogDatasheetContract Negotiation and Redlining usingMicrosoft Word PluginAavenir Contractflow - Contract LifecycleManagement SolutionExtend ServiceNow Capabilities with AavenirContractflow Microsoft Word Plugin for ContractNegotiation and Redlining for faster and accur.If your enterprise is already using ServiceNowand you haven’t integrated a robust contractmanagement platform, download this brochure .Read MoreDownload Now
11Understanding Aavenir's Integration Capabilities with SalesforceDatasheetROI CalculatorAavenir CLM and ServiceNow CLM LegalServices ProductContract LifecycleCalculatorAavenir CLM and ServiceNow CLM - AavenirContractflow uses strong features of the NowPlatform such as a secure repository, workflowengine and adds advanced end-to-end CLMfeatures, which make it a unique offering whencompared to ServiceNow’s legal services product.Access this easy to use Contract LifecycleManagement ROI Calculator get your ROI in hardnumbers.Download NowCalculate NowDatasheetChecklistAavenir Contractflow PackagesCLM Solution Readiness AssessmentDownload this datasheet to explore all features ofAavenir Contractflow packages.Assess your organization’s contract lifecyclemanagement process maturity and find out thereadiness for CLM solution adoption, with CLMsolution readiness assessment checklist.Download NowDownload NowAutomationROI
12Understanding Aavenir's Integration Capabilities with SalesforceManage Your Contracts withAavenir ContractflowWant to transform your contract management with AI-enabled workflows?Get a custom demo of the Aavenir software now, and find out how you can manage your contractsfor better business outcomes.
13Understanding Aavenir's Integration Capabilities with SalesforceAbout AavenirAavenir offers AI-enabled Source-to-Pay solutions, which includesAavenir Contractflow – Contract lifecycle management , AavenirInvoiceflow Accounts Payable Automation, and Aavenir RFPflow –Request for Proposal Management. Aavenir Source-to-Pay solutionsrevolutionize age-old processes using latest technologies such asMachine Learning and Natural Language Processing to eliminatemanual work, reduce cycle time, and offer insightful smart suggestionsbased on historical data. For more information, visit: www.aavenir.com.Explore Aavenir Source-to-Pay Solutions on ServiceNowAavenir RFPflowAavenir ContractflowAavenir InvoiceflowAavenir RFP/RFI/RFQ managementsoftware accelerates the vendorqualification process usingmilestone-based RFX-to-awardworkflow and collaborative vendorscoring.Aavenir Contractflow (CLM) enablesenterprises to efficiently createand manage bilateral contracts forprocurement, sales, services, legal,NDA, HR or any other type of internaland external enterprise operations.AI-enabled Aavenir APAutomation solution learns anorganization’s unique invoicespatterns to simplify invoicecoding, automate invoice dataentry, and identifies exceptionsto ensure data accuracy.Create RFP/RFI/RFQCreate ContractImport Non PO & PO InvoiceRequest ResponsesReview & NegotiationAutomated Invoice Data EntryScore ResponsesApproval & E-SignatureInvoice Approval WorkflowAward-a-BidDashboard & ReportsDashboard & Reports
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Salesforce and provide an understanding of Aavenir's integration with Salesforce. Other use cases can also be enabled as needed. Aavenir ensures complete protection of your data with a combination of technology and best practices for API-based integration. It uses 'Auth' for Authentication which is an industry-standard protocol supported by
