Cross-functional alignment is more than just a SaaS buzzword — it’s an integral component of a thriving business. To operate as a unit and successfully go to market, every function of the business needs to be aware of what the others are doing.
Alignment can be difficult to attain when sales and legal use different tools that don’t speak to each other. If the data in your CLM and CRM is contradictory, teams have to ask each other for status updates.
Communication channels like Slack and Microsoft 360 are a step up from email, but a Salesforce integration is even better.
A Salesforce integration allows legal and sales teams to have a unified view of their data and more confidence in its accuracy. It helps bridge the gap between the teams and solve your business’ cross-functional puzzle.
Here are some ways a Salesforce integration gets your legal and sales teams on the same page.
Integrate Salesforce to improve collaboration and visibility
Not to be cliché, but teamwork really does make the dream work. However, as long as teams use tools that don’t integrate, teamwork is just a pipe dream.
A CLM and Salesforce integration benefits the entire business. From a single location, sales can track the status of a contract, finance has access to payment data, and product can see what the sales team actually sold. This way, each department can seamlessly collaborate and carry out their business-critical tasks without needing to chase anyone for information.
Sync business data
Integrating your tools with Salesforce gives you access to a wider range of business data within its original context. If every team is siloed in their individual tools, it’s hard to have a line of sight into the data that other teams are working with. Alignment is nearly impossible when everyone uses a different source of truth.
A Salesforce integration centralizes information creating a single source of truth. This gives teams access to richer, more comprehensive business data. It gives every stakeholder a bird’s-eye view of what’s going on in the business: renewal dates, termination terms, opportunities for upsell, and so on. Having all your data in one place ensures everyone is on the same page and making the best decisions for the business.
Bridge the contract gap
Contracts can be a sore spot in an otherwise smooth-running business. It’s one of the most important documents in a partnership between a business, its customers, and its vendors, so in-house lawyers (and their outside counsel) want to make sure they get it right. But if it takes too long and ends up blocking the deal, then what is the point?
Integrating Salesforce and your CLM enables contract creation within Salesforce itself, allowing sales reps to generate contracts with pre-approved legal language and Salesforce data. As a result, sales can close deals faster and legal can have peace of mind about the contracts going out.
Takeaways
A Salesforce integration allows your business’ tools — and teams — to talk to one another. See how LinkSquares Salesforce integration can enable strong collaboration between your teams. Request a demo today.
