CRM and contract workflows
Connect the deal.
Salesforce
Salesforce Contracts and Agentforce capabilities within the Salesforce environment.
YOUR TEAM OWNS
Your Salesforce configuration, data access, deployment and approval decisions.
Alaro vs Salesforce
Salesforce connects customer data, sales processes and configurable contract workflows. Alaro handles agreed recurring legal work around those processes. This guide focuses on Salesforce Contracts and relevant Agentforce capabilities.
Keep the deal moving. Finish the legal work.
Consider Salesforce Contracts when contracting should be configured around your Salesforce data and processes. Consider Alaro when you want a recurring legal workflow operated and maintained for you. Alaro can complement Salesforce; it does not replace the CRM, sales pipeline or wider Salesforce platform.
Managed AI paralegal
Hand over the work.
Alaro
An agreed recurring legal workflow, maintained and run for you.
YOUR TEAM OWNS
The playbook, approvals and decisions that require your judgement.
Where the responsibility sits.
Compare the work you are buying—and what your team still needs to own.
| Decision | Salesforce | Alaro |
|---|---|---|
| What you buy | Salesforce Contracts and relevant AI capabilities, rather than every Salesforce product. | An AI paralegal carrying out agreed recurring workflows. |
| How standards are applied | Configured templates, clause libraries, approval rules and document playbooks. | Alaro scopes your playbook, precedents, approval rules and escalation points with you. |
| How work moves | Contract lifecycle stages and approvals connect with Salesforce records and configured integrations. | Alaro progresses the agreed workflow across your communication and business systems. |
| What your team owns | Your implementation team defines permissions, mappings, lifecycle rules and user rollout. | Approve the operating rules and handle exceptions or judgement calls. |
| What to test | A sales-to-legal handoff, required licences and the actions your agent is permitted to take. | Missing inputs, follow-ups, approval routing, signature and filing in the agreed scope. |
| Implementation question | Which Salesforce products, setup and ongoing administration does this workflow require? | Which steps will Alaro own, and when must a human intervene? |
Follow the work. See what changes.
From the first message to the final record. Explore how Alaro handles an agreed workflow—and the decisions that stay with you.
TRY THIS IN YOUR DEMO
One sales request. No loose ends.
Begin with an opportunity that needs an NDA, incomplete counterparty details and a legal approval. Compare how each approach collects the missing inputs, handles the exception and returns the signed document and status to the agreed record.
Your precedents. Your approved positions. Your approval rules. Alaro checks the work against them and asks before going outside them.
Ask in your demo: what happens when a clause falls outside our playbook?
Hand over the work in the channel you already use. Alaro gathers the context and missing information needed to get started.
Ask in your demo: who follows up when an input is missing?
Connect the systems needed for the agreed workflow, from documents and approvals to signature and filing.
Ask in your demo: which handoffs are included in our scope?
When you need specialist legal review, ask Alaro to coordinate it. Your team keeps the decisions reserved to it.
Ask in your demo: which exceptions come back to us, and what legal support is included?
See the outstanding actions and ask about unsigned or renewing documents. The useful endpoint is a complete record, with anything unresolved made clear.
Ask in your demo: can we see the next action and who owns it?
What does Salesforce offer?
Salesforce Contracts supports configurable contract lifecycles, document templates, clause libraries, approvals and e-signature integration. Salesforce’s implementation guide calls for legal, sales and operations requirements, followed by configuration of stages, documents and permissions. A Salesforce CRM subscription should not be treated as proof that every contracting feature is enabled.
Agentforce for Contract Search can summarise documents and answer questions about clauses once the relevant search setup, access and product requirements are met. Salesforce also documents Contracts AI and document playbooks. Ask for the specific products and actions in your proposed workflow, rather than comparing Alaro with the Salesforce name alone.
Product references: Salesforce Contracts implementation planning, Salesforce Contracts administration, Agentforce for Contract Search.
When to choose each
Consider Salesforce if
- Salesforce is the main source of customer and deal data for your contracting process.
- You want to configure contract stages, templates and approvals around that environment.
- You have an implementation owner for permissions, data mappings and ongoing administration.
Consider Alaro if
- Recurring legal work is consuming time in follow-ups, approvals and handoffs.
- You want your business to delegate through email, Slack, Teams or WhatsApp.
- You want Alaro to maintain the agreed workflow while your team handles judgement calls.
Can you use both?
Yes, the roles can be complementary. Alaro’s product description includes requests arriving as Salesforce tickets and workflows that begin with Salesforce context. You could keep Salesforce as the customer and opportunity record while delegating agreed legal steps to Alaro. Confirm which fields and documents Alaro can access, what it may update and where the signed agreement is stored.
How should you compare pricing?
Ask for an itemised Salesforce proposal covering the required editions, Contracts capabilities, Agentforce scope, implementation and administration. Do not assume a capability shown in a demo is part of your existing subscription. Compare that configured scope with Alaro’s agreed workflow price, and account for any systems you will keep in either case.
Alaro scopes each workflow and prices the type and volume of work upfront, without per-seat or per-token charges. Confirm included actions, support and any volume changes in your proposal.
What should you check before sharing legal work?
- Which data can the service access, where is it processed and how long is it retained?
- What are the rules for model training, subprocessors and deletion?
- Which actions need approval, and can access be limited to the intended matter?
- Who reviews exceptions, and what legal support is actually included in the agreement?
Use Alaro’s Trust Centre and each provider’s current security documentation during procurement. Confirm the arrangements for your organisation and jurisdiction; the presence of an AI agent does not itself settle those questions.
Frequently asked questions
Is Alaro an alternative to Salesforce CRM?
No. Alaro handles agreed recurring legal work; Salesforce CRM manages customer and sales processes. The relevant comparison is how you will deliver a legal workflow using Salesforce Contracts and AI capabilities, Alaro, or both.
Does Salesforce have contract management capabilities?
Yes. Salesforce Contracts supports contract lifecycle processes, authoring, approvals and related configuration. Feature availability and setup depend on the products and permissions in your organisation.
Can Agentforce answer questions about contracts?
Yes. Salesforce documents Agentforce for Contract Search, including contract summaries and clause questions. It requires the relevant setup and access. That capability alone does not define an entire legal workflow.
Can Alaro work with Salesforce?
Alaro’s published product description includes Salesforce as a connected system and a source of requests. Agree the exact data access, allowed actions and handoffs during workflow scoping.
What should a Salesforce comparison pilot include?
Start with an actual sales-to-legal request. Include missing data, a non-standard term and an approval delay. Check who resolves each issue, which licences are required and whether the agreed record is complete at the end.
Product sources
Explore the other comparisons
In practice
See what delegation looks like.
How Dominus went from three contracts to 27 people across seven departments.
Read the Dominus story