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WHY INTEGRATE DOCUSIGN WITH SALESFORCE

Across the globe, Salesforce is recognized as the #1 CRM. With its sophisticated
sales capabilities, customization and scalability, it’s the top choice for
businesses of all sizes. Now, when you combine Salesforce’s powerful
functionality with the leader in e-signature integrations, you have a truly
impactful recipe for sales success. DocuSign eSignature Solutions for Salesforce
allows sales professionals to send, route, sign, track and save agreements
without ever leaving Salesforce, helping companies streamline sales and
recognize revenue faster.

While Salesforce supports much of the B2B sales process, contracts remain a
manual step that can create a disjointed buying experience for customers and
slow down revenue recognition significantly. The agreement process within a sale
has many steps, but signing a contract can create the biggest challenges. When
signing is done manually, it’s easier for reps to work outside Salesforce, which
can lead to data entry errors and reduce the return on your Salesforce
investment.

The good news: DocuSign eSignature for Salesforce is designed to give a boost to
sales teams throughout all stages of their sales cycle, maximizing the
Salesforce investment for small to growing businesses. Whether you are the
company CEO, head of sales or business development lead, your goal is to grow
fast and sell as efficiently as possible. DocuSign supports these goals and
allows you to act (and look) bigger than you are, gaining the attention and
trust of your customers and sales prospects.

Below are the top four reasons to add the DocuSign-Salesforce integration to
your tech stack. 


1. SAVE TIME (A LOT OF TIME)

Regardless of the size of your organization, the various roles in the sales
organization must manage a lot of contracts, from Master Service Agreements and
NDAs to quotes, invoices and change orders. If your team is still relying on
manual processes to execute contracts, then your system is unnecessarily slowing
things down. DocuSign surveys show that sales reps can save about 21 minutes per
agreement by automating formerly manual tasks. Taken all together, this adds up
to days or weeks annually that each rep and exec gets back to spend with
customers.

If your team does automate signatures, but doesn’t integrate this automation
with Salesforce, then there are still real costs from jumping between
applications to populate contact info, terms and the like. The typical rep using
eSignature for Salesforce can save an average of two days per year—just in the
ability to remain on the Salesforce platform (and avoid toggling) in the course
of their daily workflow. The faster your teams can capture information, send
agreements, obtain signatures, update Salesforce records and store documents
without leaving Salesforce, the faster they can service customers, exceed sales
goals and strengthen the relationships that count. 


2. KEEP TEAMS IN SYNC

Sixty-six percent of a sales rep’s time is often diverted from selling to more
administrative tasks, like contracts. This pain is especially prevalent in B2B
sales, where the average sale can take 17 weeks and involve 10 people. All told,
these issues hamper the potential for smooth collaboration within your
organization. 

DocuSign eSignature for Salesforce affords visibility to multiple teams—from
sales to legal, sales operations, post-sales delivery and more—while
streamlining the approval and review processes. And, it can help centralize
where your contracts get executed, putting signer and receiver alike on the same
page.

In the words of one DocuSign customer, “There's no need for Legal to be directly
involved in up to 90% of [our] sales deals. DocuSign gives us a way to automate
the approval of repeat processes, only bringing in Legal where needed.” 


3. SPEED TIME TO CLOSE

At the end of the day, the sales experience is what defines your company. It’s
why the myriad conveniences afforded by Salesforce resonate so much with
customers. Once a proposal is in your customer’s hands, you want their signature
ASAP to trigger delivery and contribute to cash flow. And time is ticking: every
day counts. 

With eSignature for Salesforce, your customers can sign contracts from anywhere
at any time—using their mobile device. Studies show that 82% of contracts
generated through eSignature for Salesforce are turned around in under a day.
Faster closings support better cash management, great customer experiences and
bigger wins for your whole team. Finally, digitizing your contracting can boost
revenue by up to 9%, strongly impacting your bottom line.


4. BURNISH THE CUSTOMER EXPERIENCE 

DocuSign eSignature Solutions for Salesforce presents a polished experience and
streamlined interface for SMBs—which can help elevate brand perception, project
confidence, professionalism and authority.   

What’s more, customers want to trust the companies they buy from—and a contract
with errors can damage this trust. Manual contracts can be rife with misspelled
names, erroneous email, mistaken quantities, faulty pricing and other
terms—costing you money along with a diminished reputation.  

When your agreements are populated automatically through the integration,
there’s no room for errors introduced by re-keying information. DocuSign’s
benchmark data shows that companies typically achieve up to a 7% reduction in
“not in good order” agreements when using eSignature for Salesforce. 


MAXIMIZE YOUR SALESFORCE INVESTMENT 

You need only look within Salesforce to see the trust and reliance that the
company places in eSignature automation. The CRM leader itself uses DocuSign
technology across its sales organization—along with a host of other departments
including HR, purchasing and procurement. 

Now SMBs are reaping similar benefits with DocuSign eSignature for Salesforce.
With more than 3,000 five-star reviews on AppExchange, eSignature for Salesforce
is transforming how deals are closed faster, revenue is generated quicker and
sales ops achieve their goals.

See how you can accelerate revenue cycles with DocuSign:



Learn more about how to maximize your Salesforce investment with DocuSign. 

Author
DocuSign Contributor

Published
September 2, 2021
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Related Topics
 * Integrations
 * Sales
 * Electronic Signature

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