Salesforce

This report highlights how Salesforce, one of the world’s leading CRM providers, improved operational efficiency and accelerated deal cycles by modernizing its agreement processes with DocuSign. Facing rapid growth and increasing administrative demands, Salesforce integrated DocuSign into its CRM and CPQ systems to automate agreement preparation, approval workflows, and post-signature actions. This shift resulted in 85 percent of sales agreements becoming fully automated, allowing sales reps to spend more time on revenue-generating activities and less on manual paperwork. The system ensures that 90 percent of contracts are signed the same day they are sent, with 71 percent completed within an hour, significantly reducing turnaround time. Additionally, automated workflows streamline billing and customer provisioning, leading to faster revenue recognition and enhanced customer experience.

Salesforce’s story serves as a strong case for the power of a modern system of agreement in supporting scalability, improving accuracy, and speeding up the entire sales lifecycle. For companies seeking to reduce friction in contract management while maintaining compliance and visibility, this example provides actionable insights on how automation can drive tangible business value.

Download the full report to discover how Salesforce transformed its agreement process to drive faster growth and efficiency.