Streamlining Contract Management with Sales Cloud and SpringCM (Part 3)

  • September 2, 2025
  • Girikon
The Background

The client wanted to fix long-standing issues in how procurement contracts were created, reviewed, and approved. The existing process involved back and forth emails between teams, which caused delays, made it hard to track changes, and sometimes led to important details being left out.

To address this problem, the client continued reaching out to Girikon, their trusted Salesforce implementation partner, to replace the manual approach with an automated contract management process using Salesforce Sales Cloud and SpringCM.

The Client

The client, headquartered in Phoenix, Arizona, is one of the world’s largest hotel franchise chains, with well-known brands such as Radisson, Quality Inn and Cambria under its umbrella. Since 2020, the client has partnered with Girikon, a Salesforce partner, to improve both customer-facing services and internal workflows using the Salesforce platform.

The Problem

The old contract review and approval process at the hotel franchise was manual and inefficient. Key issues included:

  • Contracts were emailed to various teams for review and signing, making it difficult to track versions or see where things were stuck.
  • There was no single place to review all the important contract details before moving forward.
  • Reviews and approvals were handled manually, often leading to bottlenecks.
  • Important information was sometimes missing before contracts were generated.
  • Data had to be entered separately in Salesforce and SpringCM, creating room for errors.
  • There was no easy way to track who had signed and whose signing was still pending.

The client needed a faster, more reliable way to create, review, and approve contracts, with clear visibility at every stage.

The Solution

Girikon implemented an integrated contract management solution that connects Salesforce Sales Cloud with SpringCM, to replace manual handovers with a centralised, automated workflow.

Here is how it works:

  • A Salesforce screen flow pulls together all the key contract information from related records so that users can review everything in one place.
  • A Cover Letter tab highlights important contract points at a glance.
  • When contracts are ready, they are generated in SpringCM directly from Salesforce data, using pre-configured templates automatically matched to the type of agreement.
  • An automated approval process routes contracts to the legal team for review and then on to other stakeholders for sign-off, with timely alerts sent at each stage.
  • Both internal and external signers are tracked in Salesforce, so the status is always clear.
  • Data validations make sure nothing important is missing before a contract is created.
The Outcome

The new system has significantly accelerated the contract generation and review process.

  • Contracts can be generated in just a few clicks, without the need to re-enter data.
  • Teams can see and check all the details before moving forward, which significantly reduces errors.
  • Data validations ensure that no critical information is missing.
  • Instant notifications keep approvals moving quickly, so contracts never sit idle.
  • All stakeholders can see which stage of the process a contract is in and who still needs to sign.
  • The handover from creation to billing is now smoother and more consistent.

What was once a slow, email-heavy and labor-intensive process is now a single connected workflow, helping the client get contracts approved and signed more quickly, with greater accuracy and less chasing around.

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