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PowerObjects improves sales and impresses new hires with eSignature

PowerObjects is the go-to partner for Microsoft Dynamics 365. A professional services firm, PowerObjects 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. PowerObjects is continuously adding on to its suite of CRM enhancements, dubbed the PowerPack suite, which helps users get the maximum benefit of their Dynamics 365 software. These tools help improve sales, marketing, productivity, and more.

Faster and easier onboarding process for new hires

Visibility and transparency of signing process

Increase in sales and customer satisfaction

Capabilities Used

Who they are

PowerObjects, an HCL Technologies Company, is a leader in delivering Microsoft Business Applications solutions and the Dynamics 365 workloads through unparalleled offerings of service, support, education, and add-ons.

What they needed

The company’s human resources and sales departments struggled with time-consuming, paper-based processes for onboarding new employees and closing sales deals.

How they did it

Nintex AssureSign®’s integration with their Microsoft Dynamics 365 CRM gave their teams greater visibility into the signing process and automated workflows across all departments.

Sending contracts with just a few clicks

Challenge: Zero visibility of the signing/closing process

Rapid growth is great, but it comes with its own pitfalls. PowerObjects’ human resources department was struggling to keep up with all the paperwork involved in the hiring process. From creating and sending job descriptions, to interviewing candidates and sending out offer letters, the entire experience was clunky and time-consuming for both its HR team and the candidates it was working to impress. As technology experts, the team knew that there must be a better way to handle all this paperwork. And they knew that asking candidates to print, sign, and scan or fax them their contracts was no way to make a positive impression on the top talent they were recruiting for their team.

The sales department was experiencing similar issues. First, the amount of time it took to complete their sales process with tedious paperwork was costing them valuable time with their customers, which prolonged their sales cycle, and at times cost them the sale. Additionally, the lack of transparency within their system provided no insight as to where the clients were in the signing/closing process. The client may not have read the document yet, or could be waiting for their manager’s approval. At this time, the only way the sales team could identify where their client was with the signing process was to check-in and ask – which could cause tension in the relationships they had worked so hard to create.

Solution: Automated workflows across departments

PowerObjects knew they needed an eSignature solution to speed up their administrative work. After considerable research, PowerObjects chose Nintex AssureSign® because it was the easiest option to install without any tricky configuration requirements. What they didn’t expect was to be able to adapt Nintex AssureSign® to solve workflow issues in several different departments.

Because of Nintex AssureSign®’s seamless integration with Microsoft Dynamics 365, these CRM experts were able to adapt the software to perform functions that had never been automated for their team before. Using Nintex AssureSign® allowed people from multiple departments, including HR, development, and sales, to automate their workflows to save time and achieve better results.

Implementing Nintex AssureSign® for PowerObjects’ HR and recruiting department made keeping track of records through the recruiting and hiring process much more efficient. Instead of sending a physical application and offer letter, they now handle all of their paperwork in just a few clicks. The company is growing so quickly that using Nintex AssureSign® to send and receive documents saves a ton of time on tracking paper, impacting the entire hiring cycle from contract delivery to the turn-around time of receiving a signed offer. And Nintex AssureSign® has strengthened PowerObjects’ reputation among future hires. The HR department regularly receives compliments on how slick the process of applying and onboarding is. For a technology-focused and –enabled company, there could be no greater kudos.

Happily, the sales team reports closing more deals now than ever before. Their newfound ability to send agreements and contracts to their clients with just a few clicks means that they can complete the process over the phone. Maintaining that customer touchpoint is invaluable. Nintex AssureSign®’s software has become the one source of information and one business process that handles the entire business unit’s need. This enables the sales team to focus more on the customer and their needs, resulting in better relationships, increased sales, and more satisfied customers.

It doesn’t take me long to get excited about something that helps me sell, and Nintex AssureSign® definitely has. When I show the customers the technology, they get excited, too. It’s made me a better salesperson.
Sales Associate, PowerObjects
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