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2019

Many businesses require electronic signatures on all official documents to safely and securely conduct transactions. Companies that do so may also require those e-signatures to come from trusted and reputable services. Fortunately, we have DocuSign, a leading eSignature provider. And with its integration with Sugar comes the ability to send the documents for signature directly from the CRM.

 

DocuSign offers a very high level of compliance with security standards and eSignature regulations, including compliance with the ESIGN Act and is authorized by the Federal Risk and Authorization Management Program (FedRAMP) for use in government agencies.

 

DocuSign for Sugar is the easiest, fastest, most secure way to send, sign, track and store documents in the cloud. Fully integrated within Sugar, DocuSign helps users close more deals, faster. Your customers can sign contracts within minutes from anywhere, anytime and on any device.

 

Send Document for signature from Accounts

 

Using the DocuSign Sugar integration, you can use the DocuSign's Template, Sugar's PDF templates or even choose a file locally to get the Signature on it.

 

Simply sign into DocuSign from within Sugar and use DocuSign’s drag and drop fields to populate your PDF document or form with everything you need. Send it off to your recipient and get it back in as little as a few minutes, saving valuable time and effort.

 

An advanced tip is to use "DocuSign field mapping" to get the filled values from the recipient back to the CRM module, giving you the ease of bidirectional data parsing and updating.

 

Docusign fields maping and template

 

 

 

Signing the document

 

There are other ways to use DocuSign for Sugar with minor customization as per business needs, including:

 

  • Signing contracts, invoices and work orders
  • Approving project estimates and change orders
  • Completing and signing leases and rental agreements
  • Signing paperwork for real estate purchases
  • Signing statements of work and insurance forms

 

Benefits of Sugar and DocuSign integration

 

  • Grow your business efficiently by digitizing legal documents, sales agreements, HR forms, & more.
  • Close deals faster
  • Reduce errors and improve compliance
  • Streamline workflow processes
  • Customization opportunities

 

For more information, click here, and to discuss this blog with other members of the SugarCRM community, please visit the SugarCRM Partner Corner.

Having 5 different locations to manage all your marketing needs is confusing if nothing else. Your social media in one place, lead generation in another and email marketing as well. It’s no wonder you're struggling to keep track. And the reporting, oh that’s a whole other kettle of fish. It’s laborious to compare marketing channels to figure out which offers the best return of leads and engagement. But what if everything could be stored in one location? You could see at a glance what each of your leads has been doing.

 

As marketers, we can dream. It helps with the creative process after all. CRM gives us that opportunity, to manage all our marketing needs under one roof. But it’s not all about having one view for everything (although that is the main benefit), an almost equally important outcome where everyone is working from the same place. Access to all the necessary information when it’s needed, with multiple teams updating uncovered contact data.  

 

Channel your focus

 

With the potential to integrate every aspect of your marketing, the reach is far greater than simply email. Bring your marketing automation software into the equation to simplify the marketing process.  

 

  • Email: integrate your email marketing so you know what campaigns each contact has been sent, their opens, clicks and undeliverable status.  
  • Social Media: logging in separately to each social media channel takes precious time. Time that could be better used for crafting the perfect email. Record who has clicked on which post, all from your CRM.  
  • Events: they take a lot of work, but events are integral to proving you’re the top of your field. Take some of the load off by automating your event. Obviously, keep an eye on it, but let CRM record who’s booked, attended and follow up afterwards. 
  • Website Activity: Record where a lead is clicking on your website and when. Get lead scores so you know exactly how engaged leads are at all times.  

 

Transparency for collaboration

 

Having a singular view in which everyone works from promotes transparency across departments. Employees can see how each team contributes to the lead generation pipeline and beyond. With everyone pulling together the information they gather, future interactions become more personalised than ever.  

 

Data fluidity

 

Moving from one department to another can be frustrating for the customer and the teams involved. With CRM, miscommunications are reduced. Each team has access to all information the other holds on a contact. Handovers are easier, take less time, and require fewer documents to be passed across.  

 

Align departments

 

Sales and Marketing ultimately have the same end goal: for sales to see what marketing has sent to nurture a lead, and how the contact has responded. Marketing can identify web visitors and what they’ve been looking at to inform sales engagement. What’s more, marketing can create CRM lists which prioritize leads based on their engagement, so sales knows who are the top targets to focus on. And if sales can’t get through to a lead, they can put the contact into a marketing workflow to warm them up until they’re engaged enough for sales to step back in.  

 

Working together from one view can promote departmental cohesion, understanding and agreement. With CRM, you have the ability to make the process about the customer, while also making each team’s life easier. A small bonus from an already great system.

Want to know more? Contact Lauren King at lauren.king@communigator.co.uk. or discuss this blog with other members of the SugarCRM community, please visit the SugarCRM Partner Corner.

A Customer Relationship Management (CRM) solution has become an essential part of the business toolkit. It can accelerate sales and cement your relationship with customers. So why hasn’t your sales team jumped in feet first? The fact is, most CRM projects fail because of an issue in organizational structure rather than technology.

 

A CRM is most effective when adopted by everyone. You need to get all of your employees onboard, and to do so you need to understand their hesitations with utilizing the CRM system itself. Once you have an understanding of their concerns, you can then work on improving your adoption rate.

Here are some reasons why they may not be ready to use your platform:

They Don’t Know How to Use It

 

Any new technology, no matter what it is or how easy to use, has a learning curve. It is important to give your teams the education they need in order to use the software effectively. To do that, invest in proper training so that your employees have the knowledge they need to use the system effectively.

Often times the sales team can view a management CRM as a roadblock to them completing their tasks. Training and education can help them to fully understand how a CRM can make their jobs easier. Make sure that the training relates to their sales process so that they can see how it can be applied to their typical day.

The CRM Isn’t Properly Aligned to The Sales Methodology

 

Sometimes even when your sales team knows how to use the CRM, they still will not--and that’s because it does not match their sales methodology. A lot of CRM solutions come with preset processes and functions that may not match up with their existing workflow. Further, each salesperson may have a specific way of doing things, so presets become another hurdle.

In order to remedy this, make sure you choose a CRM that is both flexible and customizable. You need to be able to adapt it to your company’s processes, and it must be flexible enough to assist each sales person with their own individual style of working.

The Data Stored in the CRM Isn’t Useful

 

When it comes to a CRM’s usefulness, the relevance of the data it stores and provides is key. Bad and/or outdated data can cause havoc, discouraging your sales team from using the CRM system.

In order to maintain your CRM’s integrity, make sure the data is cleaned regularly, implement features to standardize your data and use data duplication removal tools. Consider assigning a CRM manager to ensure that the system’s data is up to date, relevant and high quality.

The bottom line is that CRM effectiveness comes down to communication. Get your team on board by starting the conversation and create an atmosphere where you team isn’t afraid to ask questions and be educated. This will help you extract maximum benefits from your CRM and propel your business toward success.

Congratulations, you’ve found the perfect CRM platform for your business. But don't celebrate yet!  According to a recent McKinsey study on change management, companies with no or poor adoption plans saw 35% return on investment (RoI) when compared to the 141% for companies with effective user adoption plans. W-Systems refers to this as The Valley of Despair, where the former scenario leads to losses and prevents businesses from realizing the full value of their CRM. So what's the solution? After conducting research and consulting with W-Systems CRM experts, a consistent theme arose: the value of stakeholder engagement.

In this blog post, we will outline how identifying and engaging your stakeholders may be key to avoid striking out.

man falling with bowling ball

What Are Stakeholders?

Stakeholders are the individuals in all sectors of the business that are invested in or affected by the CRM system’s success. They are the people who care (or should care) about the final results. Engaging your stakeholders, understanding their needs, and utilizing their knowledge can be invaluable in improving the user adoption process.

Identifying Stakeholders and Their Needs

This is not always an easy task. Often the person you assume would care the most is not always very informed or invested in the reality of the platform in use. For more clarity, I spoke to Chris Meyer, one of our Consulting Managers, for tips on identifying stakeholders. Here's the gist: to identify stakeholders and champions, you need to know who to ask. It is important to have a point of contact within each department that can connect you with the right people. Moreover, don't be afraid to utilize and find resource connections outside of the org chart. Stakeholders are likely embedded in the company and can take on responsibilities outside of their specified titles or duties.

"Stakeholders are the people who care about the systems final results." - Chris Meyer, Consulting Manager

Once you define your stakeholder groups, you need to identify each group's unique needs. Here are some guiding questions to help you assess and identify your stakeholders and their needs. Ask yourself:

  • Are your stakeholder groups aware of this project? 
  • If so, how aware are they? 
  • How committed are they? 
  • How big of a risk is it if they are not engaged?

Assign Champions From Each Department

You have most likely heard buzz words like sponsors, ambassadors, and champions when referring to successful CRM adoption. These “champions” are the respected influencers within each stakeholder group that are both invested in the success of the CRM project and actively rallying their peers. For example, an ideal sales champion would be the top performing sales executive, because they are often well respected and invested in seeing positive results. 

Katie Liesmann, our Marketing Manager, suggests that it is even more important to get at least one stakeholder involved from each department, especially in the areas of marketing, sales, support and IT. Selecting representatives from each of these areas is essential to maintain the communication and collaboration necessary for smooth CRM implementation.  Moreover, these people can take responsibility for keeping stakeholder groups engaged with frequent and consistent updates.

"It's really important to get stakeholders involved from every department. These people can be your 'champions', and not only can they advocate for their team and what their needs are, but they can also help encourage people to use the system once it's deployed because they are invested in it." - Katie Liesmann, Marketing Manager

Executive Sponsors

Engagement from executives and management is also essential to CRM success. Executive sponsors should be your biggest champions. In addition to taking on financial and business responsibility, executives are responsible for motivating and guiding the team. David Newberry, one of our Customer Success Managers, stated the following: “Executive leadership and culture can solve the majority of the issues. I see this in our customers all the time. A good CEO will look at a CRM, and if they do not see the controls they want, they will look to implement them. CRM is only successful from the top down.”

Thor and Loki

Bonus Tip: Get Help!

Above all, it is vital to seek help from consultants and experts that can assist you in organizing your CRM implementation plan. According to I-Scoop publications, the role of CRM consultants is to assist project owners with change management processes, ensuring collaboration between internal and external parties, and to coordinate all aspects that are needed for CRM success. They argue that finding the right partner to assist in the process can be more important than selecting the CRM solution itself. If you incorporate this tip you can easily avoid the Valley of Despair and head down the pathway to success. To learn more about how bringing on a CRM consultant can ensure CRM success, visit our website.