Zip
Procurement
Seamlessly Connect Sales and Contract Operations with Native Salesforce Integration
Eliminate data silos and prevent rogue contracting with Malbek’s robust Salesforce integration. While other CLM platforms require weeks of custom development and allow sales teams to use outdated terms, Malbek’s productized connector enables complete bi-directional data synchronization in minutes—keeping revenue operations aligned with current playbooks and preventing sellers from using non-compliant contract terms without leaving their familiar Salesforce environment.
Salesforce CRM Native Integration for Malbek
Key Benefits
Sales Productivity Unleashed:
Let sales teams focus on selling while contracts flow seamlessly from opportunity to execution — eliminate system switching and manual handoffs that slow down revenue cycles.
Eliminate Rogue Contracting:
Prevent sales teams from using outdated MSAs or non-compliant terms through enforced playbook rules, ensuring every contract aligns with current legal standards and company policies.
Break Down Revenue Silos:
Maintain real-time visibility across sales, legal, and RevOps teams with bi-directional sync that ensures accurate pipeline data and eliminates manual data entry errors that compromise deal accuracy.
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%!
Enterprise Integration Built for Complex, Multi-Org Setups
Transform your revenue operations with proven Salesforce connectivity designed for immediate productivity and scalable growth. Comprehensive data sync, automated workflows, zero-code configuration, visual field mapping, and multi-org support for M&A scenarios.
Key Features
How Salesforce integrates with Malbek
Compliance and Audit Integration:
Maintain comprehensive audit trails and compliance monitoring across all connected Salesforce orgs, ensuring regulatory requirements are met while preserving complete deal and contract history.
Comprehensive CRM Data Sync:
Automatically sync accounts, opportunities, quotes, contacts, leads, products, and custom objects between Salesforce and Malbek with real-time bi-directional data flow.
Automated Opportunity-to-Contract Generation:
Transform sales opportunities and quotes into contract workflows automatically, enabling seamless handoff from sales to legal with pre-populated contract data.
Real-Time Contract Status Updates:
Keep sales teams informed with automatic updates on approval status, signature progress, redlining activity, and contract execution directly within Salesforce opportunity records.
Advanced Workflow Automation:
Trigger contract processes automatically based on Salesforce events including deal closure, approval requirements, renewal alerts, and amendment requests without manual coordination.
Template and Clause Automation:
Auto-populate contract templates and select appropriate clauses based on Salesforce opportunity data, product information, and deal characteristics for faster contract generation.
Multi-Org Integration Support:
Connect multiple Salesforce organizations simultaneously to support mergers, acquisitions, and complex enterprise structures, enabling unified contract management across diverse business units and acquired companies.