Nintex Case Studies PowerObjects Streamlines Sales and Onboarding with Nintex AssureSign

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	PowerObjects Streamlines Sales and Onboarding with Nintex AssureSign Nintex

PowerObjects Streamlines Sales and Onboarding with Nintex AssureSign

Nintex

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
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. Read More
About 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. Read More
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. Read More Log in to view content
Contents

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

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 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.

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.

Impact #1	The implementation of Nintex AssureSign has had a profound impact on PowerObjects' operations. The HR department has received compliments on the slick process of applying and onboarding, enhancing the company's reputation among future hires. The sales team, on the other hand, has reported closing more deals than ever before. The ability to send agreements and contracts with just a few clicks has allowed them to maintain valuable customer touchpoints, resulting in better relationships, increased sales, and more satisfied customers. Nintex AssureSign has become the one source of information and one business process that handles the entire business unit's need, enabling the sales team to focus more on the customer and their needs.

Impact #1

The implementation of Nintex AssureSign has had a profound impact on PowerObjects' operations. The HR department has received compliments on the slick process of applying and onboarding, enhancing the company's reputation among future hires. The sales team, on the other hand, has reported closing more deals than ever before. The ability to send agreements and contracts with just a few clicks has allowed them to maintain valuable customer touchpoints, resulting in better relationships, increased sales, and more satisfied customers. Nintex AssureSign has become the one source of information and one business process that handles the entire business unit's need, enabling the sales team to focus more on the customer and their needs.

Benefit #1	Significant time savings in the HR and sales departments due to automation of workflows
Benefit #2	Increased efficiency in tracking records through the recruiting and hiring process
Benefit #3	Increased sales due to faster contract signing process

Benefit #1

Significant time savings in the HR and sales departments due to automation of workflows

Benefit #2

Increased efficiency in tracking records through the recruiting and hiring process

Benefit #3

Increased sales due to faster contract signing process

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Overview

PowerObjects Streamlines Sales and Onboarding with Nintex AssureSign

Operational Impact

Quantitative Benefit