Contract Goals Manager

Contract Goals Manager (CGM) transforms one-time B2B deals into ongoing, profitable relationships. While traditional CRM stops at the signature, CGM keeps the revenue flowing - automating repeat purchases and driving long-term loyalty through an intelligent Subscriber Relationship Management (SRM) approach.

Empower buyers with a frictionless self-service portal, motivate engagement with gamification and rewards, and lock in retention through credit banking and automated discounts. CGM turns contracts into dynamic partnerships by aligning buyer incentives with business goals—so every interaction builds value.

The result? Higher retention. Predictable recurring revenue. Stronger subscriber loyalty.

Stop selling once. Start building relationships that grow every day.

A loyalty program for B2B. The perfect solution for authoring, initiating, and tracking buyer contracts. With CGM, managing your contract goals is easier and more efficient than ever before.

Intuitive Interface

Seamless User Experience

Key Features

Powering Reseller Relationships

Everything you need to manage the complete buyer-reseller lifecycle.

Integrated Contract Templates

The template manager assists resellers in creating agreements with buyers by organizing templates into categories for targeted sales strategies. Templates are color-coded for easy identification and can be locked or left editable.

Automated Variable Discounting

Our Variable Discount Manager (VDR) has the unique ability to track a cycle to cycle buying habit to reward additional “kicker” pricing when the previous cycle’s target orders are reached at a per product level. Just set the reward threshold and CGM does the rest.

Self Service Portal

Using a combination of Salesforce native functionality but with ChikPea enhanced features like rewards tracking, buyer progress status reporting, and a full order interface.

Credit Gap Tracker

The CGAP works with the Minimum Order Quantity (MOQ) to ensure only necessary amounts are delivered, tracking shortfalls when orders exceed the MOQ, increasing efficiency and reducing discrepancies for both buyers and sellers.

Account Tiered Pricing

Paired with our O2B product, CGM offers unique price discrimination methods to offer exclusivity and pricing models unique to specific buyers. Having pricing set once with triggers to automate pricing and discounting.

Rewards Point System

Our rewards management system integrated into the buyer agreement tool enables buyers to accumulate points for orders, redeemable for discounts, matching marketing dollars, or other promotional items, enhancing customer loyalty.

PERFORMANCE

Improve and reward buyer performance with smart contracts

Transparent and Productive Performance: Make progress performance transparent and mutually productive with CGM. Our platform provides a comprehensive overview of each period’s sales progress, leveraging the power of automation to deliver accurate and detailed insights.

Enhance What You Have: CGM doesn’t replace your existing systems; it enhances them, making them more powerful. Seamlessly integrate CGM into your current workflow and witness the transformative impact it has on your contract management processes.

Get Started with O2B

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Leading the transition from CRM to SRM. Empowering businesses with Salesforce native solutions for billing, project management, and order handling.

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