The deal is in Salesforce.
I take the paperwork from there.
Tell me which deal needs paperwork. I pull the terms from Salesforce, prepare the document and update the record when it is done.
What I do for you in Salesforce.
Pick up a request
I take a request raised in Salesforce and work out what it needs.
Pull the deal terms into the draft
Price, term and parties come from the record, not from retyping.
Review the customer’s paper
I review their draft against your playbook.
Get it signed
I send the agreed version for signature and chase until it is done.
Update the record
The status and the signed copy go back on the deal.
Record the renewal date
The renewal goes on the record so nobody has to remember it.
How I work with Salesforce.
- 01
Tell me the deal
Message me by email, Slack or Teams, or raise the request in Salesforce.
- 02
I do the work
I read the deal in Salesforce, prepare the document and keep the record up to date.
- 03
You hear when it is done
I tell you what I did and what is still needed from you.
Illustrative example. People and documents are fictional.
Questions,
answered.
Yes. I work in Salesforce for you: I pull deal terms into the draft, pick up requests raised there and update the record when the work is done.
No. Once Salesforce is connected, you ask me by email, Slack or Teams and I do the work in Salesforce.
Yes. Anyone you give access to can ask, and I work inside your playbook for each request.
You do. When Salesforce is set up, you decide what I can see and what I can send.