Ability to use an existing Custom Object, saving time, effort & budget

Sports Media Company that live streams sports and original content.

Smooth transfer from the old system to DocuSign CLM

Salesforce business process and data structure compatible with DocuSign CLM

EXECUTIVE SPONSOR

Vice President, Business and Legal Affairs

INDUSTRY

Media; Spectator Sports

CLOUDS

DocuSign CLM

DocuSign eSignature

SERVICES

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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Everything To Revenue™

Accelerate your top line across every single customer touch point. Seamlessly.

Finally, a tech stack to monetize all touch points across all channels.

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.

See Our Approach