Come for the excitement of Bourbon Street; Stay to hear how DocuSign is making businesses around the world more efficient and how partners like xRM are building innovative solutions using the DocuSign API.
Convergence, Microsoft’s annual conference for the Dynamics Community, is heading to New Orleans March 18-21. Each year, Convergence provides partners and customers in the Dynamics Community a chance to interact, discuss new trends, and explore innovative solutions introduced by Microsoft Partners.
As a Convergence sponsor, DocuSign is hosting its own breakout session on Thursday, March 21, 2013, called Still Signing Contracts on Paper, Are You NUTS? How DocuSign eSignature Transforms Sales. The session will highlight the business benefits of going paperless for signing all contracts and other important documents.
In addition to promoting its signature service, DocuSign will highlight the work of its partners who have used the DocuSign API to create new solutions.
“The combination of Microsoft Dynamics CRM and DocuSign enables sales teams to close deals, improve productivity, and accelerate revenue,” said Matt Malden, chief product officer, DocuSign. “Companies are able to immediately capitalize on opportunities by DocuSigning straight from Microsoft Dynamics CRM.”
During the session, xRM chief information officer Owen Scott will take the stage to discuss how xRM implemented DocuSign as its eSignature solution and how that decision helped make the entire organization more efficient.
Scott will also highlight the new integration solution that xRM, a DocuSign partner, created using the DocuSign API. The solution, called xSign™, integrates DocuSign®, Microsoft Dynamics® CRM, and Microsoft SharePoint® into a cohesive document storage, delivery, and tracking system.
“The DocuSign API made it possible for us to create just the system we needed to solve our business need,” Scott said.
Using the API, xRM developers built xSign, a tool that integrates DocuSign functionality directly into Microsoft Dynamics CRM. xSign allows users to retrieve existing documents from SharePoint, populate fields with data from CRM, and configure and send the documents using DocuSign Envelopes. xSign also sends the DocuSign tracking information to Microsoft Dynamics CRM.
“We use xSign internally, and it has transformed our business,” explained Scott. “Our old system of faxing contracts for signature seems so quaint in comparison, like we were using Morse code.”
xSign is compatible with on-premises and partner-hosted Microsoft Dynamics CRM 2011 deployments.
Read more about xSign.
To catch all the latest news about DocuSign and the company’s session at Convergence 2013, follow them on Twitter @DocuSign.