Slack
Collaboration
Frictionless contracting with Malbek and Microsoft Dynamics.
For sales, every minute spent wrestling with contract documents is a minute not spent selling. With Malbek’s seamless integration with Microsoft Dynamics, we turn contract management into a frictionless experience for your sales teams. Protect the integrity of account data as it seamlessly flows from MS Dynamics into a new contract draft with just a click. The drafting, negotiating, and deal execution become so streamlined that your sales team will wonder why you didn’t do this sooner.
Malbek x MS Dynamics
Key Benefits
Improve Collaboration
By integrating Malbek with MS Dynamics, you can foster improved collaboration and communication between teams — fostering stronger business relationships.
Informed Negotiations
All parties involved can fulfill their obligations directly within the CRM platform, eliminating back-and-forth, reducing inconsistencies, and minimizing risk.
Obligation Fulfillment
Advanced analytics help refine your contracting strategies, leading to more favorable outcomes and more revenue — data is always on your side to pinpoint specific clauses or terms causing bottlenecks.
Free Up Legal Time
Reduce Legal touchpoints by nearly 97%! Imagine a world where sales teams are no longer asking, “Where’s my contract?”!
Constantly evolving to meet your business needs.
Malbek tightly integrates Dynamics Account records, making the integration user-friendly without the need for technical expertise. As your business processes evolve in Dynamics, business users can easily update integrated configurations without relying on IT or technical resources.
Key Features
How MS Dynamics integrates with Malbek
Prepare Contracts in a Single Click
Instantly prepare draft agreements, initiate contracts from approved accounts, and send contract drafts to customers without waiting for legal.
Real-Time Dashboarding:
Manage contract activity directly within Salesforce, track contract status, view robust dashboards, search for any contract record, and monitor audit history on changes and approvals.
Maintain Legal Control:
Enable self-service access to the contracting flow, switch between approved clause alternates provided by Legal, and seamlessly send contracts for redline review or signatures.
Familiar Tools:
Keep your sellers in MS Dynamics, utilizing the tools they know and love, ensuring every minute is dedicated to selling and not struggling with contract documents.
Simplified Contract Requests
The request process is streamlined, using data directly from MS Dynamics to minimize manual errors, draft contract language based on pre-approved conditions, and automate approval workflows.