Business Challenge:
Autobytel had a completely paper-based process for getting contracts signed and stored. On average, it took one and a half weeks to launch service to customers from the time the contract was signed. Printing (paper, ink cartridges maintenance, etc.), scanning, faxing, shipping, and storing contracts were expensive and labor-intensive.
In many cases, sales people would walk into the customers’ office to get hand signatures and then fax or ship the contracts into an Autobytel office. Once received, it would take an additional 6 business days to process the order. Contracts redlined in ink that are ineligible for processing were being sent in delaying the contract process even more.
Paper contracts were stored by a third-party company at an off-site location which cost Autobytel recurring cost per month. If an original copy was needed, Autobytel would pay additional fees to have the box containing the contract shipped back. Autobytel would then sift through hundreds of contracts to find the specific contract. Once found, Autobytel would pay to have the box shipped back to the storage unit.
Sertifi Solution:
Autobytel integrated Sertifi into Salesforce to streamline workflow processes and shorten the contract conception to life process. By installing the pre-built application, Autobytel reduced its operating costs and services customers faster. Sales people now send contracts for signature directly from Salesforce eliminating the tedious tasks surrounding the manual contract process. They can send a contract for signature with a single-click and customers can sign within minutes.
Autobytel automated the contract approval process. Autobytel no longer manually reviews and approves each contract. Contracts sent include required fields eliminating missing or incorrect data. Contract issues of added amendments or handwritten redlines no longer occur. All contracts received are complete and ready for processing. Signed contracts are then stored electronically eliminating costs of storing paper. Retrieving a contract which once took days now takes just seconds!
The Results:
Autobytel closes more deals and generates more revenue while reducing operating costs. Service is offered to customers the same day the contract is signed! Customers appreciate the outstanding customer service and convenience of electronically signing.
Worker productivity increased significantly. The contract preparation and approval team was reduced from eight to two employees enabling six employees (240 hours per week) to contribute more time to revenue-generating activities.
Moving to a paperless environment saves Autobytel thousands of dollars each month. Money saved can be used toward continued business improvements strengthening Autobytel’s revenue generating service(s).
Try Sertifi for Salesforce Today
Sertifi for Salesforce, a pre-built eSignature app built 100% on the force.com platform, is available on the AppExchange. Installation takes less than 5 minutes. Trial Sertifi for Salesforce for free!
Contact Us
For all sales inquiries, please call 1.866.983.8877 or submit a request form.
About Sertifi
Sertifi provides eSignatures and Closing Automation Solutions that help organizations close deals faster. Sertifi enables sales teams to quickly reach agreements with customers and then execute the deals with electronic signatures. Customers can access Sertifi through its leading eSignature API, pre-built Salesforce and Microsoft Dynamics CRM integrations, and Web Portal. Leading organizations around the world including Pitney Bowes, CareerBuilder, U.S. Air Force, and Cricket Co
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