Salesforce DocuSign Integration
Project Description
SP Tech was required to implement Salesforce Sales Cloud DocuSign Integration for a Financial Service company providing employee benefits.
This integration was needed to help in drastically improved as well as automated Business Processes and accelerated contract signing.
Industry
Financial Services
Products
Salesforce Sales Cloud
DocuSign
Project Challenges
The major challenge(s) to offer a comprehensive solution to the client:
- Client’s business process as well as productivity were being affected owing to the slow contract signing process. Be it time requirement, or resources needed to complete the process, everything made the process cumbersome.
Salesforce DocuSign Integration
We implemented the following solution to overcome the above challenges for our client.
We offered DocuSign Integration for Salesforce to automate their contract signing
process. We offered automated and accelerated contract signing.
The following processes were needed to be automated –
▪ Generation of the contract using a template ▪ Updating the contract with client information ▪ Sending the contract to get all approvals
The following processes were needed to be automated –
▪ Generation of the contract using a template ▪ Updating the contract with client information ▪ Sending the contract to get all approvals
Project Results
Not just our client’s business process was streamlined with online contract signing using
DocuSign integration but also there were many more benefits offered. Salesforce DocuSign
Integration resulted in:
- Simplify the experience
- Sending contracts from within Salesforce and enabling signing contracts from anywhere, at any time.
- Increased Productivity by 22%
- Decreased workload for resources, easier signing for customers, and increased ROI.
- Seamless Management
- Monitor all DocuSign Transactions within Salesforce
- 24% reduction in contract closing turnaround time
- Faster documentturn-around times, increased accuracy, and a more streamlined sales process.
Our customers love what we do
SP Tech has impacted over 3X in revenue around the world. Our contributions are quite evident in our customer success stories.
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