How sales teams can use Microsoft Teams for their contracts

One of the key benefits of Microsoft Teams is its seamless integration with Contract Lifecycle Management (CLM) platforms like Summize. This integration in particular not only facilitates efficient communication and collaboration for sales teams, but also streamlines sales processes, leading to increased productivity, faster negotiation cycles and a reduction in time-consuming tasks.
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Using Microsoft Teams for contract creation

Sales teams have a priority to get their deals closed as efficiently as possible. This isn't possible when the contract process is manual, time-consuming and delayed with multiple bottlenecks in the sales-cycle.

Using CLM software that integrates into the tools and platforms that sales teams already use, can accelerate the contract process, thus closing deals faster.

Microsoft Teams for sales is a strategic choice for contract management. Using the tool, sales professionals can create contracts in real time, boosting productivity and enabling more efficient lead generation, prospect connection and deal closure.

Integrating CLM tools like Summize with Microsoft Teams is simple. Such integrations unlock a wealth of data from each sales pipeline stage, empowering teams to devise the most effective strategies from their sales playbook. By accelerating and simplifying the entire contract lifecycle management process, businesses can streamline their contract generation, review and the ability to find information in their signed and archived contracts.

The best Microsoft Teams apps for sales teams

Thousands of apps can be integrated with Microsoft Teams to allow sales teams to build efficient and seamless workflows from within. Here are five of the best:

1. Summize – Cloud-based CLM software uniting legal teams and business stakeholders.
2. ‍Salesforce – Cloud-based CRM software helps businesses keep track of customer interactions and sales data.
3. ‍Jira – A project management tool that structures and aligns work across teams.
4. MS Planner – Optimizes the task management process for the sales team.
5. ‍DocuSign – allows organizations to manage electronic agreements with electronic signatures.

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Managing your sales contracts in Microsoft Teams

Using Microsoft Teams for sales contracts means commercial users can collaborate, share files, and co-author and edit documents in real time from one platform.

CLM tools like Summize integrate seamlessly to simplify contract management for all areas of the business. Summize’s integration offers an automated communication channel between legal and commercial users in the likes of Salesforce, Slack, Outlook and Jira - all to provide a user-friendly means of negotiating and closing sales more quickly.

"The main benefits I have seen through using Summize is how much time we have saved. It's so much faster to create a contract through the Teams integration and has freed up the legal teams time to focus on more high-value work."
Neeltje Bramer
Legal Counsel at IONITY

Contract creation and review are faster, more consistent, efficient, and governed by the legal department. Users can view all information associated with the requested contract directly within the native tool and use pre-approved templates that can be instantly sent to clients. This provides advanced self-service capabilities, with dynamic responses for shorter contract cycles and a standardized approach to contract negotiation.
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Using Summize in Microsoft Teams

The Summize integration with Microsoft Teams provides an automated communication channel between legal and commercial users. It speeds up and simplifies contract creation and management, all within a platform the business is already used to.

To create a contract, users log into Teams and select ‘create a contract’. They choose from several bespoke templates that can be pre-filled according to the company. The prompts will guide them through the process to ensure no vital information is missed and notify people of any tasks and approvals. Once complete, the contract is generated.

Sound too good to be true? Try it out for yourself below.

The Summize and Teams integration also aids contract reviews. The user types ‘review’ and is prompted to upload a contract and answer bespoke questions, forming the context the reviewer needs. This negates the need for email exchanges, reduces the time required before the review can begin, and offers a place for the whole team to collaborate on the same document, on the same platform.

Learn more about our Microsoft Teams integration and see how it can accelerate your sales process.