Salesforce – DocuSign Integration

Project Description

SP Tech implemented Salesforce Sales Cloud – DocuSign Integration for a Financial Service company providing employee benefits, drastically improved automated Business Processes, and accelerate contract signing.

About the client

Our Client is Boston – based employee benefits company for more than 50 years. It connects millions of employees and thousands of companies. It’s one of the leading comprehensive pre–tax commuter benefits in the US.

Platform Used:

salescloud
salesforce-to-docusign
Salesforce Icon

Our Approach

The Final Results

Simplify the experience

Sending contracts from within Salesforce and enabling signing contracts from anywhere, at any time.

24% reduction in contract closing turnaround time

Faster document turn-around times, increased accuracy, and a more streamlined sales process.

Increased Productivity by 22%

Less work for staff, easier signing for customers, and increase ROI

Seamless Management

Monitor all DocuSign Transactions within Salesforce

Start Today For a Better Tomorrow

Sit down for a small informal meeting with us to understand how our experts can add value to you and help you improve your customer service experience through the Service Cloud

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