Sales force Apptus
Course overview
Apttus Contract Lifecycle Management (CLM) Training gives you the skillset you need to take charge of your Apttus solution administration and deployment. Through a five day, hands-on workshop, you’ll learn how to navigate the Apttus CLM objects, administer out-of-the-box features, demonstrate a sample implementation, and understand how key settings relate to business requirements.
Why Training?
Training enables students to get hands-on experience with the latest Apttus tools, apply their knowledge in a real-life scenario and get real-time feedback. The course provides an environment to learn best practices, connect with peers and contribute to projects with a strong body of knowledge.
Apttus Product is designed for professionals with prior knowledge of Salesforce administration who want to master administration of the Apttus Contract Management objects, and learn how Apttus Contract Management applies to each stage of the contract lifecycle.
Course Duration
5 Days
Cost
How Training Empowers Apttus Constituents
Apttus Product training is a crucial stepping stone on the pathway to flexing the full power of your Apttus system. After completing Apttus Product for Contract Lifecycle Management, you will be able to do the following:
- Leverage Apttus Contract Management at every stage of the contract lifecycle
- Understand configuration settings as they relate to business requirements
- Manage agreement, record, field and layout types
- Setup and maintain users
- Create basic workflows, dashboards and reports
- Use advanced features like dynamic document assembly, agreement wizards and conditionality.
Course Content
- Agreement Administration: Record Types, Actions
- Agreement Process Maintenance: Output Formats, Protection, Rules
- Agreement Wizards
- Agreement Template Administration
- Contract Negotiation Process: Redlining, Clause Insertion, Versioning
- Dynamic Document Assembly
- Comply System Properties
- Cycle Time Reporting
- Hand on project