US-based Software Company need
Salesforce and DocuSign integration


cloudy

cloudy

About Company

  • Our client is a US-based software company. It provides project management solutions to businesses. They have a sales team that works remotely and frequently. It requires customers to sign contracts and other legal documents.

  • They wanted to automate their document signing process and improve the overall sales experience for their customers.


Project Challenges

Before integrating DocuSign with Salesforce, our client had several challenges:

  1. The sales team had to manually prepare and send contracts to customers via email. It was time-consuming and prone to error.

  2. The customer had to print, sign, scan, and email the documents back to the sales team. It was inconvenient and often resulted in delays.

  3. There was no visibility into the document signing process. It was making it difficult for the sales team to track the progress of each document.

cloudy

cloudy

Solutions

The integration was configured based on a company’s specific business requirements including workflow and automated notifications. Then integration was tested and deployed to production. All the users were trained on how to create and send documents and how to track the progress.


Results

We (Cloudy Coders) integrated DocuSign with Salesforce, which helped to achieve significant results - 

  1. Automation reduced the time it took to prepare and send contracts to their customers.

  2. This integration reduced the time it took for customers to sign and return documents, resulting in a faster sales cycle.

  3. It improved the customer experience by providing a seamless and convenient signing process.

  4. Visibility into the document signing process enabled the sales team to track the progress of each document and take appropriate action when needed.

Visibility in process Improved by 80%
Customer satisfaction Improved by 90%
Customer document turnaround time Reduced by 80%

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