Healthcare Company Coordination Facilitated Between Sales and Legal
A healthcare company faced the issue of coordination between their Sales and Legal teams for contract amendments.
Our Solution
- Pivotal Leap integrated Agiloft (a CLM management platform) with Salesforce so that whenever an opportunity status moved to “Create a Contract” the Legal team would be notified and a standard contract would be created in the Agiloft platform.
Result
- Our solution allows the Sales team to communicate better with the Legal team who updated the contracts. As a result, it took less time to close deals, thus helping the Sales team to move quickly onto their next opportunity.