News & Resources — Tips & Tricks

Best of SpringCM December 2017 Release

Posted by Mansha Monga, Senior Business Analyst SpringCM has been assisting customers with extending their Salesforce data to automate contract creation, organization and management to ultimately close business faster. With the December 2017 release, SpringCM is simplifying the contract management business process by officially rolling out the new Workflow Designer! If you have used the…

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Springboard: 3 “Must-Have” Steps for Implementing a Successful Contract Process

SpringCM, our contract lifecycle management (CLM) partner, uses a 3-phase implementation methodology for achieving successful transformations of arduous processes into high-functioning automation machines. Our team of experts at Buan Consulting − the first Gold Certified SpringCM Partner for Systems Integrators – also follows this methodology, which has repeatedly led to successful implementations and user adoption. Known…

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Buan’s Top Picks for New SpringCM Functionality

Posted by Kristina Lee, SpringCM Engagement Manager Many new enhancements were introduced in the Summer release of SpringCM.  Over the last few months, Buan has been able to review and implement several of these new developments with our customers.  We would like to share with you some of our favorite new SpringCM functionality! New Document…

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Support Services from Buan Consulting

Posted by Sean Book, Customer Success Manager Buan Consulting has exciting news to share with you. We have launched our Buan Customer Success Team (CST), a group of talented experts dedicated to the long term success of each client partnering with Buan. The Buan Customer Success Team is a client support group where your requests are…

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How to Quickly Create & Edit SpringCM documents

Spring CM Button Proof

Posted by Buan Consulting With a single click, the SpringCM Edit application simplifies the process of editing and creating versions of a SpringCM document, saving time for admins who are modifying templates and contract process users making internal edits! “One-Click Edit” will take care of: –downloading the document, –opening it in the native application for editing, and –checking in…

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The Best of Spring ‘17 – Salesforce CPQ for Partner Communities

Megan Leary

Posted by Megan Leary, Senior Consultant Extending your Salesforce data and resources to partners is an invaluable way to connect with your channel in real-time. From assigning Leads, collaborating on Opportunities, registering deals and extending training resources – Partner Communities can help deals get closed faster. Now in the Spring ‘17 release, Salesforce is arming…

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You Don’t Have to be a Consultant to Get Certified!

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Posted by David White, Consultant When it comes to handling a full-scale Salesforce implementation, your best bet is to reach out to a talented partner like Buan. But whether you want to handle quick, day-to-day Salesforce tasks, or if you want to learn more about the platform in general, you should consider preparing for various…

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Organizing Your Content in Salesforce with SpringCM File It

Meryl Flynn

Posted by Meryl Flynn, SpringCM Practice Lead One of the biggest concerns for Salesforce Users is how to manage their documents.  Leveraging standard Libraries and Files can help, but oftentimes, it can take forever to find a specific document, or duplicate documents are made within the same org.  A better filing system is necessary for…

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3 Benefits of Implementing a Project Management Methodology

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Posted by Kim Barnes, PMP, Project Management Lead Implementing a project management methodology will provide numerous benefits for your organization, including higher client satisfaction, more scalable project structures and a streamlined delivery process. These improvements help projects become more organized and deliver the right outcomes, faster.  They instill in the organization reusable common processes and templates,…

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How to Create Amazing CPQ Template Content Using HTML and Tables

Greg Coolidge

Posted by Greg Coolidge, Senior Consultant You have just put together a large quote for a very important client.  The only thing left to do is generate the output document and send it to the customer for their signature.  Here are a few tips and tricks to help you create professional templates using tables in your template…

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