Case Studies
| Sales | Salesforce.com | Finance |
|---|---|---|
| Legal | HR | |
Featured Studies
Salesforce.com Application: Saving Sales Teams Time and Money
Listen to an interview with MarketTools’ Tom Miller about how MarketTools utilizes EchoSign
MarketTools is the defining provider of on-demand market research, giving companies and individuals the ability to continuously understand their target customers through innovative approaches based on advanced technology, research expertise, global market reach and an online panel community of over 2.5 million individuals worldwide.
Workflow Challenge: MarketTools’ global sales force produces several hundred contracts per month and the manual process used to sort and manage these contracts was expensive, and offered little visibility to both the sales and finance department. The process, was painfully slow without alerts, without any type of automation, or any visibility across all the contracts. Also, the final contract was not stored in Salesforce.com so there was a gap between the sales process and the final signed contract.
British Telecomm SMB Partner Improves Customer Experience with e-Signatures
Morgan Signs is a 12 year veteran of the UK sign industry. Highly commended in the 2005 & 2006 Sign Industry Awards, Morgan Signs designs, manufactures and installs all kinds of signs including retail interiors and exteriors, graphic displays, and industrial and corporate interior and exterior signs. Morgan Signs has worked with BBC, UKTV, Hilton Hotels, and National Assembly for Wales, and many other blue chip and public sector clients.
Workflow Challenge: Morgan Signs developed an order processing system to create and manage all customer contracts. However, the system fell short of automating the contract signature process so both contracts and artwork approvals were either emailed to the customer, or printed and faxed to the customer. Managing approximately 300-400 contracts and artwork approval documents per month caused a variety of problems.
