Reigning in processes with e-signature workflows
Leading Authorities wanted to create a professional first impression with clients by streamlining the contract signing process. For the company, signed contracts aren’t just the culmination of many hours of business development effort. They mark the beginning of important new client relationships.
To create a better experience, the company began evaluating e-signature providers. A key requirement was that the solution integrate seamlessly with Microsoft Dynamics 365, the CRM platform used by Leading Authorities’ sales, marketing and accounting teams. Adobe Sign, an Adobe Document Cloud solution, met that and other critical needs.
“Adobe Sign is easy to customise and offers powerful capabilities,” explains Merhar. “In addition, Adobe Sign integration with Microsoft Dynamics 365 allows our sales organisation to create contracts within Dynamics 365, without leaving their desks. The ability to keep our customer information in one place also increases productivity.”
Other factors in selecting Adobe Sign were its blind copy capability, which keeps the sales support team apprised of contract status; as well as its field merge feature, which allows contracts to be embedded within signature fields, saving 20% in administrative work and time.
Adobe Sign speeds contract completion
The deployment of Adobe Sign enabled Leading Authorities to automate its contractual process for the first time and today, the company is processing more than 3,200 contracts every year using the solution.
“Whereas it previously could take weeks for us to receive a signed contract, we now get them back within days and even hours,” notes Merhar. “The e-signature capability makes it easier for our clients, particularly when they’re on the road. Now, they can simply sign using their mobile device, from wherever they are.”
In addition to being able to deliver contracts faster, the Adobe Sign and Microsoft Dynamics 365 integration enables the status of all contracts to be tracked from one central location—a critical capability given the high volume of events Leading Authorities supports.
The integration efficiencies and Adobe Sign automated workflows have also freed Leading Authorities’ employees from longstanding contract-related administration, enabling them to spend more time building client relationships, sourcing talent for the speakers’ bureau or refining the company’s service offerings. Merhar says: “Our employees can now fully apply their talents to building the business.”