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DocuSign CLM

DocuSign eSignature


Transformation & Implementation 

Customer was unhappy with Conga and sought a better contract agreement solution

Wanted a DocuSign solution, and needed to transfer and improve from Conga CLM processes

Needed to implement to DocuSign while using a legacy Custom Object

Modifying Salesforce Architecture to accommodate DocuSign CLM Proper Integration

Uptima implemented DocuSign eSignature and CLM to meet customer's requirements

Analyzed the current state of conga solution, and then mediated any issues with DocuSign best practices

Mapped a new object and validated that the object is no longer connected to the legacy solution

Worked together with the Salesforce team, identifying the ideal way to modify the information structure in Salesforce to accommodate customer's business process, and followed best practices

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