The Solution

"It sets sales people free to do what they do best: sell, communicate, build relationships, solve problems, and succeed. It puts marketing in a place to do their part, impact existing clients."

Contract Guardian Contract Management

Contract Guardian is the Leader in Client Lifecycle Management:

  • Maintain relationships with existing clients through proactive marketing and sales activity
  • Manage every contract, for every customer, over all products' profitably, working each renewal opportunity quickly, and without missing a single opportunity
  • Access all data, at your fingertips, for every client for forecasting and planning using detailed reporting tools

How does Contract Guardian succeed where many products have not? By precisely managing the process through a set of adjustable business rules which makes the process easier, more dependable, and visible to management on the outcomes of those tasks.

Contract Guardian manages your Customer's Life Cycle for products, service, or warranties.

The basics of Customer Life Cycle Management

  • 1

    Adding agreements to the system

    • A central repository and an enterprise-wide, structured process to manage contract creation and execution
    • The ability to effectively manage contract milestones via automated alerts
    • Automated workflow for contract review and approvals
    • Obligations management - pointers to improve contract compliance and performance
  • 2

    Nurture clients through automated and targeted email campaigns

    • Structure and automate an email communication strategy based on critical criteria: contract type, product, service, warranty, etc.
    • Manage process across your organization
    • Align activities to responsibility, role and expertise
    • Eliminate gaps, missed sales opportunities and reduce sales costs
    • Fully integrated with ProspectStream, the only Sales Process Management tool designed specifically for your type of sales process
  • 3

    Reengage clients to renew or resell, optimizing timing for maximum sales result

    • A central repository and an enterprise-wide, structured process to manage contract creation and execution
    • The ability to effectively manage contract milestones via automated alerts
    • Automated workflow for contract review and approvals
    • Obligations management - pointers to improve contract compliance and performance
  • 4

    Full text search, reporting & analysis

    Contract Guardian enables you to construct a report using criteria from any field in the system. One can search the full text of all documents in the system

    Other features in Reports:

    • One-step and advanced filtering on all data fields
    • Page size selection Drag and Drop Layout
    • Export of data to Excel (CSV) and PDF format
    • Save Reports
    • General Contracts - a list of contracts with general contract information such as expiration date, organization, department, contract type, status, responsible and interested parties, etc. (active or expired), contract period, total cost, and vendor.
    • Linked Agreements - Show the relationship of agreements with other agreements
    • Security Profile - A detailing of each user and their security profile and permissions being provided. A great document for compliance

Be more agile!

How do we manage every contract, for every customer, over all manufacturers' profitably, working each renewal opportunity quickly, and without missing a single opportunity?

  • Reducing the time and effort required to enter the contract in the system
  • Reducing the time necessary to make changes
  • Keeping a "journal" of anyone who accessed the contract and what changes are made
  • Automatically send custom emails communicating the marketing message throughout the life of the contract
  • Providing alerts to begin renegotiations of renewals prior to contract termination
  • Reporting, at a glance and in real time, to see what contracts are in what stage through extensive reporting functions.
  • Standard templates for recording a warranty or service contract
  • Keep all contracts and critical accompanying documents in one secure central location
  • Create workflows and assign tasks to users based on role, security level, contract value, or other key variables
  • Never lose, forget, or miss critical data
  • Automatically forward necessary warranty information on to the manufacturer

"Contract Guardian helps me make each
of my customers feel special."

(Obviously, we could fill the website with these kinds of
quotes but here are a few we really like.)

"Contract management is a complicated process that we haven't been very good at but it must be maintained, over time and with complete accuracy. At any point in the life of the contract we are challenged by an array of data, notes, numerous documents that detail the deal such as manufacturer, terms, pricing, and service levels. Contract Guardian handles it all impeccably."

Owner-Technology Reseller

"Often people feel the best tool is the one they know. That being said, it is not surprising that when it comes to Client Lifecycle Management you see a number of tools being used that just don't really match the needs of a true Client Lifecycle Management system. I myself have used everything from a filing cabinet, Excel Spreadsheet, CRM Systems, SharePoint, etc. If all you have is a hammer, then everything looks like a nail."

Owner, Manufacturing Company

"When it comes to getting and keeping customers, the sales department is responsible for managing, reviewing, negotiating and renewing contracts to keep revenue coming in for the organization. It becomes imperative that the data be correct and complete. Contract Guardian is the best at tracking all the changes and give you back the latest information or the complete history."

Chief Marketing Officer

"We used to have a choice, things slipping through the cracks or hire additional staff until we found Contract Guardian. Now we stay on top of every contract, client, and resell opportunity. It is the perfect solution for a small company with a complex selling environment."

Chief Operating Officer

"Our system for staying up with our clients was our accounting system and a three ringed binder. We invested a lot of effort but got little back. Now everyone can enter their own contracts and track their own clients. Small investment in time and a huge value out."

VP Sales

ProspectStream is so affordable.

A minimal investment gets you an entire sales process management tool.

Product Description Licenses
Per year
Licenses
Per month
All prices
Per users
Contract Guardian
CG is purchased per user
$1,068 $89 1 to 3
$1,068 $89 4 to 9
$1,068 $89 10 to 24
$1,008 $84 25 to 49
$948 $79 50 to 99
100+

Prices are based on a standardd contract length of 1 year.

Deployment Costs All prices
Per Users
  • Software training
  • Advanced "train the trainer" program
  • Set-up of features
  • Advanced level assistance
$500 1 to 3
$1,000 4 to 9
$1,500 10 to 24
$2,000 25 to 49
$2,500 50 to 99
quote 100+
Once you have made your purchase each License will get:
  • Updates and upgrades for the life of your subscription free
  • Email technical support for the life of your subscription, support is eastern standard time from 8:30 to 5:00pm which might affect west coast one hour support response times. free
  • User access 24-7 on any browser anywhere free
  • Detailed documentation and group webinars to get you started free
General Licensing Policy
  • Please refer to the Software License Agreement for detailed license agreement and ensure you agree with it before making any purchase. If you have any question or concern about the agreement, please contact our sales department.
  • Pre-pay discounts are available for most products and services
  • Prices do you include sales tax
  • Prices are based on a standard contract length of 1 year v1 IS 6-14