Integration of Salesforce with DocuSign empowers Shortened sales cycle, increased close rate and better customer experience for FDA registered manufacturer

 

About the Client

Client is an FDA registered top skincare and Aesthetics Company. Their products are available in over 87 countries with over 16,000 delivery systems globally and millions of treatments performed each year.

 

Solution

  • Created contract template with all relevant fields
  • Pull out required data (Names, PO numbers, etc.) from Salesforce and auto-populate in the contract
  • Document was enabled to handle multiple levels of signing authority
  • Confirmation mail triggered to stakeholders on signing of contract
  • Signer preference order can be set up as workflow for the contract and the whole process can be completed from any mobile device
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Benefits

  • Time Saving – 90% of contracts are signed on the same day, 71% within an hour, and 60% within 15 minutes
  • Increased productivity – It eliminated rekeying of data and increases productivity up to 45%
  • User friendly – It enabled users to sign docs from anywhere, anytime and on any device and resulted in faster deal closures and improved ROI

Salesforce: Sales cloud, Docusign

Technologies: Workflows

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