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Why E-Sign?

AssureSign for Dynamics CRM. Why E-Sign?. Integrating AssureSign’s Electronic Signature Software with Dynamics 365. Meet Today’s Presenters. Kyle Welliver PowerObjects Inside Sales. Liz Pham PowerObjects CRM Administrator. Anna McDonald AssureSign Inside Sales.

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Why E-Sign?

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  1. AssureSign for Dynamics CRM Why E-Sign?

  2. Integrating AssureSign’s Electronic Signature Software with Dynamics 365

  3. Meet Today’s Presenters Kyle Welliver PowerObjects Inside Sales Liz Pham PowerObjects CRM Administrator Anna McDonald AssureSign Inside Sales

  4. AssureSign for Dynamics CRM Why E-Sign?

  5. Our Old Process Make Edits to Agreement Ready for Agreement Client Sign Compose an Email and Attach Agreement Ready for Agreement Item Ready for Agreement Ready for Agreement Ready for Agreement Ready for Agreement Item Track Email Activity and Update CRM Record Item Save a copy to PC Find Agreement in SharePoint

  6. Closed Loop Service Lifecycle AssureSign Process Client Signs Opportunity Closed as Won Ready for Agreement Quick Edits Notification/ SharePoint • AssureSign Agreement is emailed to me first to make edits before sending to client. • Client receives AssureSign Agreement and can review/sign electronically. • Run Workflow in CRM. • Agreement is automatically uploaded into SharePoint. • I receive an email notification letting me know the agreement has been signed.

  7. AssureSign for Dynamics CRM Demo

  8. AssureSign CRM Automation Set up 2 workflows per document in CRM. First workflow is to initialize the document for signing. Calls out to AssureSign to send document. Set up 1 template workflow per document in the AssureSign web application. This sends the document. Set up 2 workflows per document in CRM. Second workflow is to receive the signed document and trigger additional workflows toupdate records in CRM. 1st CRM Workflow AssureSign Workflow 2nd CRM Workflow

  9. Benefits of Electronic Signature COST REDUCTION RISK MITIGATION VELOCITY Cost Savings Up To 75% Increase Sales Up To 65% Achieve 100% completion rate

  10. Savings Results 2,500 Number of Documents Sent Each Year $5.50 per document Associated Costs for Paper-Based Signatures $13,750 Annual Spend on Document Lifecycle As low as $1 per document Implementing AssureSign eSign Software *Per Seat or Per Document Pricing Available sales@assuresign.com

  11. AssureSign/CRM Estimates Install AssureSign Document Setup CRM Workflows 1 Hour – Install and Configure AssureSign in CRM. 1 Hour* – Setup AssureSign JotBlocks and Workflow. 1 Hour* – Per Set of CRM Workflows for 1 Document. • *Special Notes • Minimum time is 1 hour for each component. • Quote is based on number of JotBlocks and desired automation per document.

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