Name: WestEnd Workflow
Author: WestEnd Software

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WestEnd Workflow is an enterprise software solution designed to offer comprehensive tools for managing licensing, royalty management, sponsorship, and entertainment processes. This platform caters to businesses of various sizes, from small enterprises to large corporations. According to the vendor, professionals in licensing agencies, licensees, licensors, brand managers, royalty managers, sponsorship organizations, and entertainment industry professionals can all benefit from the wide range of features and functionalities provided by WestEnd Workflow.

## Key Features

**Contract Management**: WestEnd Workflow provides robust capabilities for contract management, enabling users to efficiently store, organize, and track licensing contracts. Users can easily access contract details, generate and distribute contracts, track contract status, and set up notifications for important milestones.

**Financial Administration**: WestEnd Workflow includes comprehensive features for financial administration, streamlining royalty management and financial processes. Users can effectively track royalty payments, generate accurate royalty reports, automate royalty calculations, and seamlessly integrate financial data into the corporate ledger.

**Product Development and Approval**: WestEnd Workflow offers a suite of tools specifically designed to manage the entire product development lifecycle. Users can create detailed product profiles, monitor the progress of each product through the approval process, collaborate with stakeholders, and establish customizable approval workflows.

**Digital Asset Management**: WestEnd Workflow provides a digital asset management module that facilitates efficient organization and management of digital assets such as product images, logos, and marketing materials. Users can easily search and retrieve assets, maintain version control, and securely share assets with internal teams, external partners, and licensees.

**Sponsor Program Management**: WestEnd Workflow offers a comprehensive sponsor program management module tailored for sports, events, and entertainment organizations. Users can effectively manage sponsorship inventories, track contract lifecycles, plan and coordinate events, and ensure the fulfillment of all sponsorship obligations.

Essentials

Business

DocuSign CLM, formerly SpringCM, is a cloud-based platform that can be used to manage documents, contracts and related collateral.  The solution includes workflows that can be tailored to an organization's  business processes. It is also designed to accelerate team collaboration. SpringCM was acquired by DocuSign in the summer of 2018.

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WestEnd Workflow

CRM software centralizes customer data to support every stage of the customer journey—from outreach to retention. These platforms help sales, marketing, and support teams manage contacts, automate workflows, and track interactions. Advanced CRMs include pipeline management, marketing automation, and analytics. Compare top CRM tools based on user reviews, features, and fit for your business needs.

WestEnd Software

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

Customer data management / contact management

The software acts as a single source for all customer data and enables users to access that data efficiently.

Workflow management

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Territory management

Users can defines salesperson territories based on customer or market characteristics.

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Contract management

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Quote & order management

Users can create, process and fulfill price quotations and sales transactions.

Interaction tracking

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

Channel / partner relationship management

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

Case management

This includes incident/ticket creation, routing, escalation, and resolution.

Call center management

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

Help desk management

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

Lead management

This includes lead generation, scoring, qualification, routing, and nurturing.

Email marketing

This involves the ability to send mass email to groups of people based on particular qualifications.

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Task management

This includes the ability to plan, track, collaborate and report on tasks.

Billing and invoicing management

This includes automated invoice creation and billing.

Reporting

Software provides a broad range of standard and the ability to build custom reports.

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Forecasting

The software helps users accurately forecast sales based on volume and conversion metrics.

Pipeline visualization

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Customizable reports

Users can create reports and dashboards unique to their needs.

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Custom fields

Users can create custom fields to store additional information on standard and custom objects.

Custom objects

Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

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Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

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This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

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Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

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The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

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This component of CRM software helps companies leverage social media in engaging with customers.

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The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.

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The software can facilitate and track engagement with customers via social channels.

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This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

Marketing automation

The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.

Compensation management

The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

Platform

Mobile access

Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.

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WestEnd Workflow

Overview

What is WestEnd Workflow?