Automate the Agreement Lifecycle

Breakout    Thursday, October 30, 2025, 1:00 PM - 1:30 PM

About this session

Manual handoffs, disconnected systems, and poor data quality often lead to frustrating delays and costly rework. In this session, you'll discover how you can move beyond these challenges and build a truly integrated experience. We'll explore how to use modular tools and integration frameworks to automate the full agreement lifecycle, from client onboarding to account maintenance.

You'll learn how to build agreement workflows that:

  • Connect critical agreement data via 3rd party and private extension apps
  • Using data validation to reduce "Not in Good Order" (NIGO) errors
  • Leverage APIs to create embeddable experiences

These are the same building blocks behind IAM for Sales and IAM for CX solutions, giving you the flexibility to support onboarding, account changes, and even sales agreement generation using a common, extensible platform.

This session will equip you with the knowledge and tools to create a more efficient, connected, and reliable system for managing your company's most important agreements.