With 3B’s integrated e-signature and document generation solutions, approvals are accelerated and workflows are seamlessly managed. This automation reduces errors, speeds up processes, and improves overall efficiency in delivering services and managing client relationships.
Benefits of 3B Solutions for Professional Service Providers:
Manage, redline, and track every contract directly in Salesforce, from first draft to final signature. Get full visibility across the entire CLM journey with 3B’s ready-to-go solution built for legal teams.
Create sleek, secure client portals for law firms where they can message attorneys, view documents, and track case progress in just a few clicks. Easily build and customise each portal with 3B’s drag-and-drop portal builder.
Use quick e-signatures to close any contract, deal or waiver.
3B for Salesforce has completely transformed the way we manage onboarding and compliance. Automating these processes has saved our consultants almost 50% of their time spent on onboarding and vetting candidates, allowing them to focus on fee earning activities! As 3B is native to Salesforce and on the same platform as our existing systems it also means we get excellent data transparency. Now our process is much smoother, efficient and far easier to manage.”
We chose 3B having worked with their developers previously on another Salesforce project, and have always been happy with their approach to projects. We leverage several major benefits over our competitors by using 3B for our onboarding, as it dovetails nicely with our website, allows us to onboard workers easily with minimal intervention from our operations staff, and provides full audit trail for us within Salesforce. We would definitely recommend 3B for anyone wanting to improve their onboarding process in the Salesforce ecosystem.”
Working with 3B has been a game-changer for our business. Their AI solutions have revolutionised our operations, enabling us to automate repetitive tasks and make data-driven decisions with ease. We couldn't be happier with the results."