Customer Relationship Management (CRM) is an integral part of all aspects of business operations. Sales heads are continually required to interact with multiple customer organization representatives for authorizations/approvals of CRM contracts. Lack of timely authorization or miscommunication regarding contract information can cause delays and unwarranted issues during reconciliation.
RTS Digital Signature Accelerator integrates SAP CRM contracts with DocuSign agreement cloud and helps in automating the document & workflow-status movement processes. With the RTS solution accelerator, supplier and customer organizations can now simplify contract management processes through efficient signature execution workflows.
At the start of the signature process, an integrated DocuSign partner screen is invoked within the SAP CRM environment, and the accelerator automatically uploads the CRM contract documents into DocuSign
Sales head uses the DocuSign partner screen within SAP CRM environment to select multiple recipients of the customer organization for their review and signatures
As and when the recipients sign the contract in DocuSign agreement cloud, RTS Accelerator synchronizes the workflow status in SAP. It enables the sales head to view the workflow status in real-time.
Simplified management of external customer approvals by enabling CRM contract management workflow recipients to add signatures with DocuSign, anytime, anywhere, through any device.
Faster CRM contract approvals with DocuSign enabled digital signature workflows that eliminate manual, paper-based reconciliations.
Improved process oversight and visibility of CRM contract approval process with real-time tracking of document movement and status across SAP and DocuSign.
In the effort to enable last-mile digitization, RTS has created digital signature accelerators to simplify authorizations in enterprise workflows. This has helped us become a partner of choice for DocuSign® as they expand the coverage of the DocuSign Agreement Cloud to include leading ERP systems.