From opportunity to closed deal: how Pocketlaw x Salesforce integration simplifies contract drafting


Oct 30, 2023

Picture the exhilaration of nearing the finish line, the anticipation of sealing a promising deal. Your team has put in the hours, built the relationships, and now it's time to close. But before you can turn that opportunity into closed revenue, you need to have a solid contract in place - and you need it fast. Luckily, the new Pocketlaw x Salesforce integration makes the transition from opportunity to offers and contracts a breeze. This is how it works.

Automating contract drafting

Contract automation has always been in the Pocketlaw DNA, and with the new Salesforce integration, drafting sales contracts is now easier than ever before. Thanks to the integration,  a contract draft will automatically be created in the Pocketlaw platform as soon as certain actions in Salesforce are taken. Instead of sales professionals manually copying and pasting deal details from one platform to another, the integration pulls the relevant data directly from Salesforce into the appropriate fields of the contract template in Pocketlaw. This means that when a new deal is created in Salesforce, the process of preparing a contract draft is no longer a time-consuming, manual task. It also eliminates the risk of human error, ensuring that all the data is accurate and up-to-date.

Speed up deal closures

With this automated system in place, sales teams can now generate contract drafts at lightning speed. This means that when it's time to prepare the first draft of a contract for a new deal, the process is virtually instantaneous. By reducing the time spent on administrative tasks, sales professionals can focus on what they do best—nurturing leads, building relationships, and closing deals to grow the business. 

Benefits for sales teams

The benefits of this integration are manifold:

  • Time savings: Sales professionals can create contract drafts in a fraction of the time it would take using traditional manual methods.

  • Accuracy: The risk of data entry errors is virtually eliminated when adopting automation, ensuring that contracts are error-free and compliant.

  • Smoother workflow: With the data flowing seamlessly between Salesforce and Pocketlaw, there is no need to copy-and-pasting between platforms, resulting in a more cohesive and efficient workflow.

  • Faster deal closures: The accelerated contract drafting process means deals can be closed faster, potentially giving sales teams a competitive edge.

  • Enhanced customer experience: Clients benefit from quicker responses and smoother interactions, making for a more satisfying and professional customer experience. When the contract draft is in place, centralise all collaboration by inviting your counterparty to negotiate and consolidate all potential feedback and negotiations in one place.

The future of work

Pocketlaw's integration with Salesforce is a prime example of how technology continues to reshape the future of work. By automating repetitive tasks, business professionals can dedicate more time to high-value, high-impact activities. The result is not only increased efficiency but also a competitive advantage in a crowded marketplace.

This innovation illustrates the importance of businesses staying on the cutting edge of technology and embracing tools that can boost their productivity. As we move into an era of increasingly integrated software solutions, it's clear that streamlined, efficient operations are the key to success.

Want to know more about our Salesforce integration or how Pocketlaw can enable you to unblock other business opportunities? Let’s talk! 

Please note: Pocketlaw is not a substitute for an attorney or law firm. So, should you have any legal questions on the content of this page, please get in touch with a qualified legal professional.

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