Why ESign Assure Sign for Dynamics CRM Integrating
- Slides: 11
Why E-Sign? Assure. Sign for Dynamics CRM
Integrating Assure. Sign’s Electronic Signature Software with Dynamics 365
Meet Today’s Presenters Kyle Welliver Power. Objects Inside Sales Anna Mc. Donald Liz Pham Assure. Sign Power. Objects Inside Sales CRM Administrator 3
Why E-Sign? Assure. Sign for Dynamics CRM
Our Old Process Ready for Agreement Make Edits to Agreement Ready for Agreement Compose an Email and Attach Agreement Client Sign Item Ready for Agreement Item Find Agreement in Share. Point Save a copy to PC Track Email Activity and Update CRM Item Record 6
Closed Loop. Process Service Lifecycle Assure. Sign Ready for Agreement • Run Workflow in CRM. Quick Edits • Assure. Sign Agreement is emailed to me first to make edits before sending to client. Client Signs • Client receives Assure. Sign Agreement and can review/sign electronically. Notification/ Share. Point Opportunity Closed as Won • Agreement is automatically uploaded into Share. Point. • I receive an email notification letting me know the agreement has been signed. 7
Demo Assure. Sign for Dynamics CRM
Assure. Sign CRM Automation 1 st CRM Workflo w Set up 2 workflows per document in CRM. First workflow is to initialize the document for signing. Calls out to Assure. Sign to send document. Assure. Si gn Workflo w Set up 1 template workflow per document in the Assure. Sign web application. This sends the document. 2 nd CRM Workflo w Set up 2 workflows per document in CRM. Second workflow is to receive the signed document and trigger additional workflows to update records in CRM. 9
Benefits of Electronic Signature VELOCITY RISK MITIGATION Increase Sales Up To 65% Achieve 100% completion rate COST REDUCTION Cost Savings Up To 75%
Savings Results Number of Documents Sent Each Year 2, 500 Associated Costs for Paper-Based Signatures $5. 50 per document Annual Spend on Document Lifecycle $13, 750 As low as Implementing Assure. Sign Software $1 per document *Per Seat or Per Document Pricing Available sales@assuresign. com
Assure. Sign/CRM Estimates Install Assure. Sign 1 Hour – Install and Configure Assure. Sign in CRM. Document Setup 1 Hour* – Setup Assure. Sign Jot. Blocks and Workflow. CRM Workflows 1 Hour* – Per Set of CRM Workflows for 1 Document. *Special Notes • Minimum time is 1 hour for each component. • Quote is based on number of Jot. Blocks and desired automation per document. 12
