Accelerate Sales Requests With Streamline AI
Streamline AI can help you intake, manage, and close out your sales contracts seamlessly plus give you visibility into valuable metrics. Streamline can work alongside a CLM or on its own with integrations to Salesforce, Docusign, and repositories.
- Let Streamline automate all of the manual tracking, organizing, and reporting on sales contracts
- Configuring a sales intake form takes a matter of minutes with Streamline's no-code form builder
- Your Sales teams never need to leave Salesforce to submit a request into Streamline or track key updates
- Build powerful workflows with no-code to automate approvals, add other teammates as followers, assign requests based on contract attributes, and more
- Streamline integrates with document repositories or you can also choose to store your contracts in our system to make onboarding completely seamless
- Streamline's reporting dashboard is a powerful tool for you to substantiate your value and advocate for headcount based on volume, SLAs, and more