Xakia Legal Requests for Salesforce
Connecting Sales-to-Legal for faster deal completion
Overview
Xakia Legal Requests for Salesforce will ensure your sales team can collaborate with the legal team to request and resolve deal-related legal requests efficiently and effectively, without leaving Salesforce, making deal closing faster.
See How Xakia Legal Requests for Salesforce Works
Submit legal requests - select from 4 standard forms (NDA, Term Sheet, Sales Contract or Contract Change) to provide your legal team with information required to prepare and return documents required to move each deal through the funnel.
Monitor updates and collaborate - information pushed into Salesforce will keep opportunity owners up to date by displaying the current status of work, the legal team members responsible and will utilize the 'Chatter' function for real-time collaboration.
Resolution - when the legal work is complete and documents need to be shared, links can be provided and status updated, to ensure the sales team has what it needs to progress the deal through to close.
Xakia Legal Requests for Salesforce has been carefully designed and built to streamline the workflow between your Sales and Legal Teams to ensure faster deal completion. Your Sales Team operate within the Salesforce environment every day, capturing critical information to inform and progress sales deals. Your Legal Team operate within Xakia, managing legal work and resolution in a streamlined online matter management platform. Xakia Legal Requests for Salesforce allows both teams to remain within their tech tools, providing a streamlined workflow that connects the systems to send critical legal information to kick-start a process, and then facilitates collaboration between the teams to ensure a rapid, effective resolution for faster deal closing. Utilizing the 'Chatter' function in Salesforce and the 'Discussions' function in Xakia, teams can collaborate, share updates and document links to see a legal request through to completion, while capturing all critical information in the Salesforce environment.
Categories
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Multiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyMultiple CurrenciesManaged Package