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Sales Made Simpler: DocuSign for Dynamics CRM

Remember your first sale? There’s nothing quite like closing a deal. And while a true knack for selling boils down to hard work, talent, and a fair dose of coffee-guzzling, there’s a way to simplify your day-to-day workload.

Created with sales teams in mind, DocuSign for Dynamics CRM takes your workload and makes it efficient, secure, and of course, fully digital. Whether your tenacity has been worn thin by the dreaded fax machine, or you’ve already gone digital and simply want a way to further expedite the contract management process, using DocuSign for Dynamics CRM makes your days easier.

Primarily because DocuSign is integrated directly into the Microsoft products you already know and use everyday. For example, if you’re ready to close a deal with DocuSign for Dynamics CRM, click the “sign” or “get signatures” button that’s integrated into the ribbon. Done and done.

You can also send any document attached to the record, or upload one from your desktop or other storage service. Have a document you use all the time? DocuSign + Dynamics CRM lets you set up a template that automatically applies tags and signing roles. You can keep track of your documents easily with the DocuSign Transactions tab, where you can see when the contract has been received, viewed and signed by all parties. All interactions and approvals are logged as the contract is completed, and all agreements signed via DocuSign are legally binding.

With DocuSign for Dynamics CRM, you’ll be able to reduce errors, and shorten the sales cycle. Which means shuffling paper? Chasing contracts? Experiencing fax machine-induced headaches? All things of the past.

If you’d like to learn more about how you can modernize negotiations with DocuSign for Dynamics CRM, take a look at this brief video.

Or, if you’d like to go even more in-depth and see how DocuSign + Office 365 are making it easier for organizations of every size to transact business anytime, anywhere, on any device with trust and confidence, join us for the live webinar: “Get More from Office 365 to Work Smarter, Not Harder” on Wednesday, March 23rd at 10am PST. The webinar features insights from Jamie Bothwell, Director of Product Marketing at DocuSign and Rob Howard, Director, Office 365 Product Marketing, Microsoft.

Want to reserve your spot? Sign up here and enter to *WIN a free Microsoft Surface™ 3.

1 Comment

  1. Dynamics CRM is a really great tool, thank you for writing about it 🙂 It wa really good and interesting read 🙂

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