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PowerObjects Streamlines Sales and Onboarding with Nintex AssureSign
Technology Category
- Application Infrastructure & Middleware - Data Exchange & Integration
- Application Infrastructure & Middleware - Middleware, SDKs & Libraries
Applicable Industries
- Education
Applicable Functions
- Human Resources
- Sales & Marketing
Use Cases
- Supply Chain Visibility
- Time Sensitive Networking
Services
- System Integration
- Training
The Challenge
PowerObjects, a professional services firm and partner for Microsoft Dynamics 365, was facing challenges in its human resources and sales departments due to time-consuming, paper-based processes. The HR department was struggling with the paperwork involved in the hiring process, from creating and sending job descriptions to interviewing candidates and sending out offer letters. This process was not only cumbersome for the HR team but also for the candidates they were trying to recruit. Similarly, the sales department was grappling with a prolonged sales cycle due to the tedious paperwork involved. The lack of transparency within their system provided no insight into where the clients were in the signing/closing process, which sometimes led to lost sales and strained relationships with clients.
About The Customer
PowerObjects is a professional services firm that is the go-to partner for Microsoft Dynamics 365. The company is focused on providing the best in CRM service, support, education, and add-ons to all users of Dynamics 365. PowerObjects offers training on everything from user basics to advanced topics. The company is continuously adding on to its suite of CRM enhancements, known as the PowerPack suite, which helps users get the maximum benefit of their Dynamics 365 software. These tools help improve sales, marketing, productivity, and more.
The Solution
To address these challenges, PowerObjects decided to implement Nintex AssureSign, an eSignature solution that could speed up their administrative work. Nintex AssureSign's seamless integration with Microsoft Dynamics 365 allowed PowerObjects to automate functions that had never been automated before. This solution was adapted across multiple departments, including HR, development, and sales, to automate their workflows, save time, and achieve better results. For the HR and recruiting department, Nintex AssureSign made the process of tracking records through the recruiting and hiring process much more efficient. All paperwork could now be handled in just a few clicks. For the sales team, the ability to send agreements and contracts to their clients with just a few clicks meant that they could complete the process over the phone, maintaining valuable customer touchpoints.
Operational Impact
Quantitative Benefit
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