An integrated IT solution
Access Intelligence looked to technology to tackle the administrative burden. With Salesforce in place, the company deployed Conga Composer software to make better use of stored data—for example, merging information or populating document fields. Meanwhile, ExpoCad software was added to ease the management of floorplans for events. To add further efficiency, Access Intelligence chose Adobe Sign, an Adobe Document Cloud solution, to provide electronic signature capabilities.
“We selected Adobe Sign because it integrated easily with other solutions,” says Good. “The ability to digitally sign contracts and other legal documents has transformed our business processes.”
Today, the integrated systems produce seamless workflows that simplify processes and save time. For example, when booking a trade show booth, the sales rep now selects from ExpoCad, which triggers an opportunity in Salesforce. Based on the event, the corresponding contract template is automatically selected and populated with information pulled from the opportunity in Salesforce, via Conga. Using Conga Workflow, Salesforce then automatically converts the Conga document to an Adobe Sign electronic contract, which can be digitally signed in seconds. Once a contract is finalised and signed, a copy is emailed to the customer and attached to the Salesforce opportunity for record-keeping and audit purposes.
“With the Adobe Sign, Salesforce and Conga integration the savings are huge,” says Good. “The time to complete a contract has been reduced by half, delivering a better experience to our customers and freeing our sales representatives to generate leads. Overall, we are saving weeks of administrative time following events.”
Good also says that the faster completion of contracts is enabling the accounting team to invoice more quickly, improving Access Intelligence’s cash flow. At the same time, the company is moving closer to its goal of going as paperless as possible. With Adobe Sign, paper waste has been significantly reduced, with more than 4,000 pages every year saved.