Our most recent webinar featured a live demo of Ironclad and showcased how an Ironclad admin can leverage the Salesforce integration. It goes into detail about how to set up and configure the integration, as well as, how the end-user experience can streamline contract processing for both sales and legal teams.
Key takeaways:
- Admins choose Ironclad x Salesforce for ease of use. The Ironclad’s Salesforce integration enables admins to easily manage templates over time. Salesforce, an Ironclad customer, recently started implementing Ironclad specifically for their professional services team. This has enabled Salesforce to rapidly roll an Ironclad workflow out for their Statements of Work (SOWs) within just four months.
- Ironclad’s click-to-configure integration requires no coding. Admins can start with a small use case and as their needs grow, Ironclad’s no code allows them to adapt quickly.
- The integration provides a seamless, collaborative, and high level of customization for admins. Ironclad eliminates contract wait times, centralizes agreements, and provides a collaborative space for different users across different systems. Once a contract is complete in Ironclad, the contract record can be directly accessed in Salesforce.
Ironclad is not a law firm, and this post does not constitute or contain legal advice. To evaluate the accuracy, sufficiency, or reliability of the ideas and guidance reflected here, or the applicability of these materials to your business, you should consult with a licensed attorney. Use of and access to any of the resources contained within Ironclad’s site do not create an attorney-client relationship between the user and Ironclad.
