Transcript

Transcript

Let's dive into our Salesforce integration with LinkSquare's Agentic platform. Here you can see your list of accounts. I'll click into Acme. Notice that the contracts tab and the agreement details component are prominently displayed.

Here, you'll find a selection of templates and previously stored versions. As a rep needing a sales MSA, just hit choose. That takes you straight to the request form. Mapping data is a breeze. For instance, I've got my total client ARR here. You can also personalize the name. Let's go with Acme MSA.

Select the effective date, review your pre-mapped items, then simply hit save and view.

This leads you to the legal request page where reps handle negotiations effortlessly. The request form is front and center with workflow approval seamlessly integrated.

Need to chat with legal? Comment directly in the request. All activities are logged, attachments can be stored, and reps can email agreements directly from the platform.

Now let's see how it shows up in LinkSquares. On the my work page, the Acme agreement is visible. Click in for a consistent view.

The aim is to keep sales for agreements and legal in LinkSquares for approvals. This minimizes change management and lets teams work comfortably in familiar tools. Thanks for watching the Salesforce integration with LinkSquares Agentic platform.