How to Turn a New Contract into an On-Prem License with 1 Click

Independent Software Vendors (ISVs) can seamlessly set up new customers with their on-premises software using the Replicated API integrated with Salesforce, as demonstrated by Chuck D'Antonio and his team. By automating the license creation process, they minimize the need for sales team interaction with the Replicated Vendor portal, allowing them to manage everything directly from Salesforce. In a practical example, Chuck illustrates how a deal with a company named Geeglo was efficiently processed within Salesforce by moving the opportunity through various stages, automatically triggering the creation of a customer record in the Replicated platform. This method ensures that all necessary contract and entitlement information is accurately transferred, enabling the sales team to handle new customer setups independently and freeing up time for other tasks. The process is presented as quick, simple, and customizable, with the potential for other organizations to replicate it using shared resources and support from Replicated.