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Overview of SalesConnect

The SalesConnect feature in Novatus Contracts provides a link between Novatus and Salesforce CRM. This link allows Salesforce users to request a contract when a deal has been reached with a new customer, or with an existing customer that is renewing a contract. Salesforce users make a contract request in Salesforce and then submit it to Novatus for approval.

In the Salesforce application, a potential deal is classified as an Opportunity, and a prospect or customer is classified as an Account. When a prospect or customer is interested in signing (or renewing) a contract, the salesperson makes a contract request in Salesforce and attaches a draft or final version of the contract. The salesperson then submits the contract request to Novatus for review and approval, while monitoring the status of the request in Salesforce.

In the Novatus program, the individual who approves a contract request is responsible for creating both the Company Profile (if the contract is for a new company) and the Contract Profile. After creating the Contract Profile, the document that was submitted with the contract request is automatically uploaded to the Documents section of the profile. The uploaded contract is not only available in Novatus, but it is also available to the salesperson via the Salesforce application.

 The document submitted with a contract request may need to be negotiated using workflows or flows, or may be ready for eSignature. See the Novatus User Guide for information on flows, workflows, and the eSignature process.

Prerequisites

You must have Administrator permissions in both the Novatus system and in Salesforce in order to configure the integration between Novatus and Salesforce. In addition, the users who will be using Novatus Contracts must be granted permissions to Novatus in the Salesforce application.

Configuration and Integration Steps

There are five steps in configuring Salesforce and integrating the application with the Novatus SalesConnect feature:

Custom Salesforce Page Layouts

Salesforce Administrators for Novatus can add fields and related lists to the default page layouts in Salesforce to capture additional data needed for the contract request process.

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