Want Improved Sales Processes with Dynamics CRM? Yes, please!
“How do we improve sales efficiency?” Is this a question that gets thrown around at company meetings often? Or is this in your objectives for this year? There are lots of way to empower your sales team and help them work like clockwork. One great place to start is in your CRM. Your sales team uses Microsoft Dynamics 365 as an extension of their own arms. Dynamics records, tracks and monitors your sales opportunities from start to finish. If automating processes within the CRM could also close those deals, wouldn’t that be great! Adding e-signature capabilities to your sales workflow can help you do just that.
Introducing eSignLive for Microsoft Dynamics CRM, this time super-charged to work online! eSignLive for Microsoft Dynamics CRM 365 leverages your investment in your CRM by helping you achieve even greater automation, hence eliminating manual and inefficient paper driven processes.
With the paper era winding down and organizations increasingly investing in technologies to digitize their core business processes, its high time you removed the inconvenience of turning to paper for signatures, and then scanning, faxing or delivering your documents to all the parties concerned.
Our add-in application for Dynamics 365 brings automation to unprecedented levels with the addition of custom buttons, templates and more, which let you initiate, complete and track electronic signature transactions with just a few clicks. What’s more, eSignLive for Microsoft Dynamics 365 is chock full of new and delightful features that will make gathering signatures for authorizations a breeze for your clients, customers and employees alike.
The latest version of our integration allows users to:
- Customize e-signature processes with a click of a button
- Auto-populate documents with data pulled from Dynamics CRM
- Leverage templates for repeat transactions
- Invite signers from your contacts, leads and users
- Customize the signer experience across any channel, any device, anytime.
eSignLive, with its pre-integrated connector, pulls data from your Dynamics CRM, tees it up for signature, then stores that information in your database – all without ever leaving the Dynamics environment. Once signed, a comprehensive audit trail showing who signed, in what order, when and where, gets stored directly back in your CRM. And no downloads or software are needed for signers – not matter where they are or on what device they sign. Sales automation doesn’t get easier than this!
Download the eSignLive for Microsoft Dynamics CRM application and start closing business faster.
We will be showcasing our new eSignLive for Microsoft Dynamics CRM connector at Microsoft Inspire 2017 July 9-13 in Washington D.C. Come say hello, see a demo or chat with us about Partnership opportunities. Booth 536.
If you’re new to e-signatures and want to learn more, see 7 Reasons to E-Sign Contracts in Microsoft Dynamics CRM. For more information, visit eSignLive for MS Dynamics CRM.