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July 18, 2023

Legalesign for Salesforce - Futurelink Case Study

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.

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.

Futurelink Group

Founded 27 years ago, Futurelink Group (FLG) 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.

The Challenges

Dealing with the payroll for thousands of employees means FLG handle quantities of sensitive information collected from contract documents sent around the world.

To manage this sensitive data, FLG uses Salesforce, a leading CRM (Customer Relationship Management) platform.

Before Legalesign's integration, FLG were sending documents electronically, but the information from those contracts still had to be manually entered into Salesforce. Their original solution lacked the flexibility required to fit their workflow.

  • It was a time-consuming process.

  • They were still open to admin errors that could potentially damage their business reputation, their bottom line, and impact employee pay.

FLG needed eSignature API that would fit their existing processes, and automatically map the data from contracts directly into the Salesforce CRM.

Using fields mapping to automatically auto-fill the information necessary is exactly what we wanted. We didn't want to do the work manually anymore. If that can be obtained through integration, why not? ... It doesn't just save us time, it eliminates mistakes as well.

Cairies

At Legalesign, we've worked closely for many years with the Edinburgh-based consultancy firm Cairies. Andrew, their Salesforce specialist, has been helping companies get the most from the Salesforce package since 2008, and has a similarly in-depth knowledge of Legalesign's API.

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.

The Legalesign Solution

Legalesign's API is flexible and robust, designed to meet the workflow requirements of any organisation. Cairies spent a couple of days in consultation with Futurelink Group to understand their exact requirement and help them extract the maximum value from our eSignature platform.

Andrew, the Salesforce integration developer, was amazing, on point with anything we asked for, very helpful and prompt. He was even better than the Salesforce support.

With the requirements understood, Andrew was able to build the integration in just one week.

Diana, the Systems Software Administrator at Futurelink Group spent another week setting up their documents templates.

Document templates are useful for Futurelink Group, as they allow for a document to be customised to different recipient at the point of sending. It's a small feature, but one with huge workflow impact.

In addition, Legalesign's ISO 27001 and Cyber Essentials Plus certification give FLG confidence that they are meeting their GPDR responsibilities.

The contracts we send are important binding documents, so we needed to make sure our documents are privately and securely kept.

What's Next?

Futurelink Group have been happy Legalesign customers for several years now, and we're delighted to support them and many others as they continue to use our platform via integration.

Legalesign's eSignature integration with Salesforce:

  • Streamline their internal processes.

  • Reduces admin errors.

  • Helps with GDPR compliance.

The communication between us and Legalesign was really easy. This, and the fast delivery of any documents or details we requested, helped to simplify the process. This became one of the main points that helped us take a positive choice.

Each year, more than 800,000 documents are securely managed, sent and signed via Legalesign's API, and our in-house development team are constantly refining it, making it easier and easier for developers to code against.

If you've got a document workflow that requires a custom eSignature integration, get in touch with out team today; we're confident that our API can support the contract needs of any business.

Read the Futurelink case study or learn more about Legalesign for Salesforce.

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