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How does Acteva, the on-demand online event registration, ticketing and payment management services provider, employ electronic signature from DocuSign for Salesforce to accelerate its contract signing process?

Integrating DocuSign for Salesforce into its Salesforce CRM for a complete e-signature contract execution system has reduced the time to create contracts by one-third and has accelerated the contract signing process from 48 hours to 15 minutes. This saves significant time, as Acteva processes between 600 to 700 large custom event contracts annually.

Acteva had sought a solution to streamline its manually intensive contract management practices and provide management visibility into the sales process. The organization needed to consolidate activity through its customer relationship management system, Salesforce CRM, as they did not want to incur additional IT expenditures. Finally, Acteva was faced with at least 20 percent of its signers marking up the physical documents for changes, making the process more time-consuming for Acteva sales people.

Acteva resolved these issues with the DocuSign for Salesforce with Dynamic Documents powered by Drawloop solution. DocuSign, in collaboration with Drawloop, developed a complete solution for Acteva.

DocuSign for Salesforce allowed Acteva:

  • To run its contract management workflow directly from the Salesforce CRM console—from document generation through signing to storage and retrieval.
  • To generate a contract based on elements from the customer’s data in Salesforce CRM and type of contract needed.
  • To utilize drop down options that auto-populate a contract and any necessary addendums.
  • To assign the contract e-signing routing order throughout the contract lifecycle.
  • To access all executed contracts, stored online by DocuSign, with a click.
  • To generate contracts in fewer than 10 minutes. Contracts previously took Acteva sales staff 30 minutes to generate.
  • To receive e-signed contracts within 15 minutes. Previously, signed and returned contracts took an average of two days.
  • To have complete visibility into its contract process. Using DocuSign via the Salesforce CRM console, management knows the who, what and when for each contract, at any given time.

The DocuSign Electronic Signature Advantage

After reviewing several solutions, Acteva selected DocuSign based on the following key criteria:

Ease of Use—DocuSign is easy for Acteva to create contracts for client e-signature, and just as simple for the client to sign electronically. This intuitive service closely replicates the traditional signing experience, creating a positive client experience.

Compliance—With DocuSign, contracts are secure PDFs. Clients cannot revise ad hoc, ensuring 100 percent compliance for all signed contracts.

Real-time Visibility—DocuSign reveals the signing status of every agreement in real-time including, when it was opened, when it was signed, the time the transaction has taken, and which agreements remain to be signed—enabling Acteva to manage its channel and sales staff more effectively.

CRM Integration—By employing DocuSign for Salesforce, Acteva can now Close it in the CloudTM without leaving its CRM system, accelerating close times to hours. DocuSign automatically populates Salesforce data sets into its service which eliminates the need to re-key data. Using the tools in Salesforce, Acteva can create contract status reports.

Workflow Management—DocuSign automated many workflow processes for Acteva. For example, the entire contract signing process from generating the contract through the signing process is less than one hour and clients are less apt to delay the signing process as contracts are in PDF format.

By streamlining its manually intensive contract management practices and provide management visibility into the sales process using the electronic signature solution, DocuSign for Salesforce, Acteva saved significant time in its contract process.

Learn more about DocuSign for Salesforce on the DocuSign Web site or on the Salesforce AppExchange, which also provides information about an offering unveiled at Dreamforce Global Gathering 2009, DocuSign for Salesforce Real-Time Quotes.

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