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SALESFORCE INTEGRATION

Fuse Contract Intelligence to Salesforce

Close the deal information loop with full visibility and control of a deal from Quote to Close.

Benefit from using RevOps as:

Sales gets deals done in one streamlined tool.

Create deals with ease from predefined templates
Receive guidance and ask for help with our powerful deal collaboration
After deal is approved and finalized share them with signers to sign
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Quote about RevOps by Pete Kazanjy from Atrium

Add financial transparency to your contracts.

Automatic ARR and other financial insights.
Generate ASC-606 compliant revenue recognition data in your CRM.
Built-in validation for all your commercial terms including dates, schedules, and entitlements.
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Quote about RevOps from Jennifer Quintero from Repsly

Build truly scalable revenue operations with one workflow.

Template-style contract motion make adoption quick and easy for your team.
Reminders and notifications via Slack, Email, and in-app make it a snap to get deals done quickly.
Powerful CRMĀ integrations let you map data from any part of your agreements back to your CRM objects.
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Quote about RevOps from Jonathan Krangel from Retool

The three R's of legal:
Reduce, Review, and Redline

Reduce redlines with pre-approved Ā terms and conditions.
Quickly review reasoning for exceptions on NDAs, MSAs, and Order Form agreements.
Scale approvals with delegating ownership of approval topics.
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Quote about RevOps from Valentin Hernandez from Mux

Upsells and renewals in less clicks.

One-click renewals help standardize your success operations.
Automatic co-terminus pricing gets rid of mistakes in your upsells.
Get renewals right with access to your complete agreement history.
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Quote about RevOps from Dave Minetti from Slate

A Single Source of Truth for Deal Data

RevOps enables you to stream data from RevOps to any field or object in Salesforce.

Unified Pricebook

Bi-directionally sync price book data from Salesforce with RevOps so that deal pricing is always correct.

Unlimited Dashboards and Reporting

Track pricing deviations from contracts as well as term changes on agreements and create in-depth reports and dashboards.
LATEST CUSTOMER STORY

How Muck Rack Decreased Contract Errors By Nearly 100%

Learn how Muck Rack leveraged automation to cut out manual errors and save 2-3 hours a day