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Frictionless contracting with Malbek and Salesforce.
For sales, every minute spent wrestling with contract documents is a minute not spent selling. With Malbek’s seamless integration with Salesforce, we turn contract management into a frictionless experience for your sales teams. Protect the integrity of account data as it seamlessly flows from Salesforce into a new contract draft with just a click. The drafting, negotiating, and deal execution become so streamlined that your sales team will wonder why you didn’t do this sooner.
Malbek x Salesforce
Key Benefits
Close Deals Faster
Better collaboration ultimately leads to quicker contract negotiations and approvals, fostering stronger business relationships.
Informed Negotiations
All parties involved can fulfill their obligations directly within the CRM platform, eliminating back-and-forth and reducing inconsistencies.
Obligation Fulfillment
With data on your side, pinpoint the specific clauses or terms causing bottlenecks and take corrective actions — never miss a renewal!
Free Up Legal Time
Imagine a world where sales teams are no longer asking, “Where’s my contract?”! With Malbek CLM and Salesforce, reduce Legal touchpoints by nearly 97%!
Constantly evolving to meet your business needs.
Malbek tightly integrates with Salesforce objects, including Account, Opportunity, Quote, and even Custom Objects, making the integration user-friendly without the need for technical expertise. As your business processes evolve in Salesforce, business users can easily update integrated configurations without relying on IT or technical resources. Malbek system administrators RAVE about this integration and constantly tell us that they can make changes to their mapping in seconds.
Key Features
How Salesforce integrates with Malbek
Prepare Contracts in a Single Click
Instantly prepare draft agreements, initiate contracts from approved opportunities or quotes, and send drafts to customers without waiting for legal teams.
Real-Time Tracking:
Manage contract activity directly within Salesforce, track contract status, and monitor audit history on changes and approvals.
Maintain Legal Control:
Enable self-service access to the contracting flow, switch between approved clause alternates provided by Legal, and seamlessly send contracts for redline review or signatures.
Familiar Tools:
Keep your sellers in Salesforce, utilizing the tools they know and love, ensuring every minute is dedicated to selling and not struggling with contract documents.
Integrate with Multiple Instances
When dealing with M&A activity, you sometimes wind up with multiple Salesforce instances. Rest assured Malbek can integrate with them all via our drag-and-drop interface.
Simplified Contract Requests
The request process is streamlined, using data directly from Salesforce to minimize manual errors, draft contract language based on pre-approved conditions, and automate approval workflows.