Improved efficiency and transparency in contract management and sales operations

Payroll Solutions Provider offers a global payroll platform with built-in financial services for remote workers.

Metadata systematically collected for all agreement types, providing valuable insights and improving document management

Sales teams empowered to create contracts directly, accelerating the sales cycle

Contract generation process significantly streamlined, reducing workload on legal resources

EXECUTIVE SPONSOR

Legal Leader

INDUSTRY

Professional Services

CLOUDS

DocuSign CLM

DocuSign eSignature

Salesforce

SERVICES

Transformation & Implementation

Customer's contract system suffered from slow manual processes and insufficient visibility

Sales teams lacked transparency with no metadata available on contracts

Contracts negotiated via email led to inefficiencies and risk of miscommunication

Contract creation process was labor-intensive and suffered from bottlenecks

Uptima implemented DocuSign CLM, eSignature, and Salesforce to address the customer's challenges:

Introduced a Salesforce widget to provide transparency to the sales team

Streamlined the contract generation process

Defined essential metadata that needed to be collected for each contract

Implemented a legal queue within Salesforce for management ease

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Everything To Revenue™

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We approach products and pain-points with your entire business process in mind. Not just what your business looks like today, but also what you want your business to look like several years from now. With this approach, we build a solution that can— and will — grow with you.

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