Electronic Merchant Systems Sold on DocuSign for Salesforce eSignature Service

Did you know Electronic Merchant Systems (EMS) uses the award-winning DocuSign for Salesforce to close contracts in the cloud? Seamlessly integrated within EMS's Salesforce CRM, DocuSign for Salesforce has increased productivity, enhanced customer satisfaction and reduced the average turnaround of EMS contracts from days to minutes.

As a leader in merchant processing and electronic transactions, EMS has successfully closed the loop in completing the sales cycle online with DocuSign. Rob Coolidge, corporate trainer at EMS, shares:

We were testing another eSign provider when we learned about DocuSign for Salesforce—it was exactly what we were looking for. What really sealed it was the seamless integration of DocuSign for Salesforce. Tracking information is extremely important to us and DocuSign for Salesforce collects customer data and automatically updates Salesforce CRM. It really allows our sales team to focus on selling rather than wasting time chasing paper.

As a merchant service provider, EMS requires an in-depth application which needs to be completed by new and renewing merchants. This process, along with shipping, was labor intensive and costly for both EMS and its clients. Additionally, when applications were returned, sales staff manually entered client data from the paper documents and tracked this data in Salesforce.

With DocuSign, EMS can now manage the entire application process from within Salesforce. While in Salesforce, EMS account executives can click on the DocuSign tab, quickly tag the document with drag and drop Sign Here tabs and data fields, and press send. EMS clients receive an email notification, adopt an e-signature and return the completed application within minutes. The entire application process is completed securely online, while all client data obtained during the DocuSign process is automatically updated in Salesforce CRM. No more printing and sending expensive overnight letters. No more time wasted rekeying information and no more data entry errors.

As the leader in merchant services industry, EMS continues to drive innovation in payment processing and DocuSign is just another example of EMS's continued efforts to enhance their client experience. DocuSign is pleased to be working with EMS to streamline business processes and increase efficiencies. - Steve King, president and CEO of DocuSign

Pricing and additional product information can be found on the DocuSign Web site, including more on DocuSign for Salesforce.

Salesforce users can learn more by reading the DocuSign for Salesforce AppExchange App of the Week blog post or download DocuSign for Salesforce at no charge.