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
Industry
Products
Services
Challenges
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
Results
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