July 18, 2023
Legalesign for Salesforce - Futurelink Case Study
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Salesforce is the go-to CRM platform for recruiters, sales teams, and any organisation looking to leverage data to enhance their customer experience.
Futurelink Group use Legalesign’s eSignature integration for Salesforce to deliver payroll services to thousands of employees across the globe.
Founded 27 years ago, Futurelink Group is one of the largest contractor payroll providers in the UK. They use the Salesforce CRM to store and manage their client data, enabling them to deliver their service faster.
Integrating eSignature with Legalesign for Salesforce lets them securely manage their contract documents and keeps their workflows within a single platform.
Legalesign for Salesforce App
Legalesign's Salesforce App assists at all stages of the onboarding cycle. Document templates reduce the time to send, while electronic signing allows for faster onboarding with higher completion rates and is more convenient for their signers.
But the real benefit of integration comes from the custom field mapping. The app automatically populates information from completed documents into the corresponding fields in Salesforce.
Automating these previously manual workflows frees up valuable time and eliminates the potential for costly admin errors. In addition, Legalesign’s focus on security, and UK-based data centres, ensure ongoing compliance.
Better still, full integration and onboarding took less than a month, thanks to the expertise of Salesforce specialists Cairies.
We sat down with Diana, Systems and Software Administrator for Futurelink Group to find out why Legalesign for Salesforce was the right eSignature integration for them.