Enhancing Sales Efficiency with PowerApps and DocuSign Integration:A Case Study for a Telecom Team
Enhancing Sales Efficiency with PowerApps and DocuSign Integration:
Manual Process Drawbacks: Managing approximately 500 contracts monthly, the team was mired in inefficiencies due to paper-based methods.
Time-Consuming Contract Approvals:
Document Security and Compliance: The physical handling of contracts poses risks to document security and regulatory compliance.
Seamless Integration: Incorporating DocuSign's e-signature solution within their existing PowerApps framework.
User Adoption: Ensuring the sales team, with varying technical skills, could quickly adapt to the integrated system.
Maintaining Compliance: Adhering to digital signature laws and standards in the telecom industry
PowerApps and DocuSign Integration: Customized a PowerApps platform to integrate seamlessly with DocuSign, enabling digital contract management and e-signatures.
Automated Workflows via Power Automate: Leveraged Power Automate to streamline document circulation, thus reducing manual oversight and speeding up the approval process.
Secure Cloud Storage with Azure: Utilized Azure Cloud to safely store digitally signed documents, ensuring data integrity and compliance.
Targeted Training for Sales Managers: Conducted focused training sessions for the sales team to facilitate a smooth transition to the new digital process.
Contract processing time was reduced from 10 days to just two days, an 80% increase in efficiency.
The team achieved a 100% adoption rate of the new system within two weeks.
Errors and discrepancies in contract management decreased by 70%.
The company realized an estimated annual saving of $50,000 in operational costs and enhanced productivity.