CRM

Malbek CLM for Microsoft Dynamics CRM

Streamline opportunity-to-contract workflows with Microsoft Dynamics—turn sales opportunities into agreements without leaving your CRM.

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Frictionless contracting with Malbek and Microsoft Dynamics.

Eliminate the gap between sales opportunities and contract execution with Malbek’s Microsoft Dynamics integration. While other CLM platforms require manual data transfer between CRM and contracts, Malbek enables direct contract creation from Dynamics opportunities—auto-populating deal information and contact data to accelerate contract workflows without forcing sales teams to leave their familiar CRM environment.

Key Benefits

Crush Contract Delays:

By integrating Malbek with MS Dynamics, you can improve 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 Microsoft 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 MS Dynamics, 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.