DocuSign®, the global leader in electronic signature, today announced that Petz Enterprises (PEI), makers of the CrossLink suite of tax software solutions and services, uses DocuSign for Salesforce to accelerate and complete its contract management process. Since deploying DocuSign for Salesforce, PEI increased its close rate, reduced sales cycle turnaround from 14 days to three, decreased contract errors from 20 percent to virtually zero and reallocated four full-time support personnel to more strategic positions.
Instead of printing, faxing and shuffling paper, PEI sales representatives now access DocuSign for Salesforce with just a click within Salesforce CRM. Salespeople can prepare a contract and “send” it for signature in minutes—never having to leave Salesforce. DocuSign sends the customer an email containing a link to the document. After clicking the link, the customer is authenticated and quickly navigated through the DocuSign process. All data fields and signatures must be completed, ensuring compliance. Once finished, the document is available to all signers and information is automatically populated back into Salesforce. This eliminates the time and errors rekeying new or updated information.
“DocuSign virtually eliminated the possibility of the wrong contract, wrong or missing signature and lost documents,” said Craig Petz, vice president of marketing at Petz Enterprises. “We went from a 20 percent error rate to basically zero. We spend far less time on exception processing, which means far more time for selling.”
The DocuSign Advantage
PEI has achieved the following results using DocuSign:
• Quick Adoption—DocuSign for Salesforce makes it easy for PEI salespeople to generate and “send” forms and contracts for electronic signature. Plus, DocuSign makes it just as simple for PEI customers to sign and complete contracts from anywhere, anytime.
• Increased CRM ROI—Integration of DocuSign for Salesforce within the sales workflow greatly improved efficiencies and accelerated the use of Salesforce CRM.
• Compliance—With DocuSign for Salesforce, PEI is fully compliant, virtually eliminating all errors. All forms and contracts are complete and accessible at any time online via DocuSign’s secure servers. DocuSigned agreements are legally binding, backed by a court admissible audit trail.
• Real-time Visibility—DocuSign for Salesforce reveals the signing status of every document in real-time: when it was opened, when it was signed, the time the transaction has taken and which contracts remain to be signed.
• Workflow Management—DocuSign for Salesforce is seamlessly integrated within Salesforce CRM. It’s easy for salespeople to dynamically generate documents and prepare for e-signature via DocuSign. DocuSign for Salesforce automates PEI’s workflow processes, providing a more efficient method to transact forms and contracts. DocuSigned documents are “returned” only when completed by the signer(s), thereby eliminating the need to resend documents for a missing signature, initial or other data.
This DocuSign for Salesforce success is featured in published research by Crimson Consulting. Crimson Consulting undertook a quantitative and qualitative analysis of the benefits of DocuSign for Salesforce and Petz Enterprises is highlighted in the research. To obtain the white paper and a recording of the webinar, visit docusign.com/.
About Petz Enterprises, Inc.
Petz Enterprises, Inc., makers of the CrossLink suite of tax software solutions and services, is a leading provider of tax preparation and filing solutions for the professional and consumer markets, helping to automate and simplify Federal, State and local tax compliance. Founded in 1974 and based in Tracy, California, PEI is dedicated to serving the needs of the professional tax community and U.S. taxpayers worldwide. For more information about PEI professional tax solutions and services, visit CrossLinkTax.com/.
DocuSign, Inc. is the global leader in for electronic signature. DocuSign provides the world's largest and fastest growing electronic signature platform, empowering businesses to complete transactions online quickly and securely while improving compliance and dramatically reducing costs.
DocuSign is the only cloud computing-based electronic signature platform that entirely replaces slow, expensive paper transactions with a fast, efficient and completely digital solution. Accessible from any Internet-connected device, DocuSign supports virtually any document and form type in simple and complex workflows, and provides broad user authentication options, data collection, secure document/data storage and retrieval, as well as real-time negotiation and collaboration tools.
DocuSign employs the industry's only multi-site enterprise class, SAS-70 data centers delivering 99.9% uptime for customers over the last four years. With more than 5 million unique signers processing millions of transactions per year, DocuSign is trusted by more people, more companies, more times than any other electronic signature provider in the world. In addition, DocuSign is the official and exclusive provider of electronic signature for the National Association of REALTORS® 1.1 million members, under the REALTOR Benefits® Program.
To learn how DocuSign can accelerate your business, visit docusign.com or call (866) 219-4318. Subscribe to the DocuSign blog at docusign.com/blog and follow DocuSign on Twitter at twitter.com/DocuSign.
DocuSign, the DocuSign logo and "the fastest way to get a signature" are trademarks or registered trademarks of DocuSign, Inc. in the United States and/or other countries. All other marks are the property of their respective owners.
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