Intelligent Repository
What product is Intelligent Repository a part of?
CLM
These two features make up Admin Tools
Access Management w/ SSO and Org. Management
What does IBR stand for?
Industry Benchmark Report
What do you need to sell Gen for SFDC?
eSignature for Salesforce
Name 2 examples of the types of alerts Monitor can provide
Lol there's 80+, check the list.
What is the difference between Doc Gen and Gen (SFDC)?
Fill a form with Doc Gen (eSign). Gen uses Salesforce data.
True or false - buying IR means other features of CLM will be turned off
False
This security feature isn’t necessary to have when buying Access Management.
Single-Sign On (aka Identity Provider)
IBRs can be potentially used during what stage(s) of the deal cycle?
Prospecting OR Account Reviews OR EBC
What is the difference between Gen and eSign for SFDC?
Gen = Make docs, dynamic content
eSign = Send docs, static content
This C-level exec is who you should sell Monitor to
CIO
What is the difference between Powerforms and Web forms?
Web Forms are web-first. PowerForms use static PDFs.
Customers would buy IR for the following reason(s)
They want to know more about their contracts (ie. party, terms, renewal dates).
One reason preventing rogue account creation is important
What are IBRs used for?
Use more DocuSign, build FOMO, Strategic things
Name 3 Microsoft products we have a pre-built integration for.
SharePoint Online / Dynamics 365 / Teams / Microsoft Word / Outlook / Power Automate
What question could you ask when probing for Monitor?
How are you monitoring for suspicious activity? Have you had any data breaches? Got SIEM?
Which plan are Web Forms included in?
Business Pro
What's the next step in the agreement journey after you've implemented 'Intelligent Repository'?
Workflows (automate generation, approvals, redlining, and storage)
Customers find it important to have different accounts for this reason.
Different Departments (HR, Finance, Legal), Integrations, CFR Part 11, Account Settings, Data Residency
Who do you contact to build an IBR?
SCs
Which Dynamics tool do we integrate with?
Dynamics 365 CRM
What trigger should you look for when positioning Monitor?
Data Breaches, Proactive CIOs
How is Doc Gen priced?
Per Generation
True or false; IR is a professional services play that helps customers take the first step into CLM at a lower cost
True
Which stakeholders / departments should you position Admin Tools to?
IT, CISO, Security, Compliance
Name an example of a metric that can be presented in an IBR.
Completion Time / Completion Rate / Transactions per X / Features Used / Environmentally Friendly Stats / Mobile Signing Rate
When would you use Agreement Actions vs. the SharePoint integration?
Agreement Actions = custom workflows. SharePoint = basic workflows
How much more impactful is an inside breach compared to an external one?
10X more
What are Web Forms great for?
Low Code Self Service