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In briefShow moreShow lessThe webinar shows how digital contract management, supported by effective processes and tools, makes work easier and more efficient.
- The webinar shows how digital contract management, supported by effective processes and tools, makes work easier and more efficient.
- Digital contract management reduces the risk of errors and lost documents by ensuring that all agreements are stored securely and are easily accessible.
- Contract follow-up continues after signature.
The story
The webinar shows how digital contract management, supported by effective processes and tools, makes work easier and more efficient.
What this means for the work
Digital contract management reduces the risk of errors and lost documents by ensuring that all agreements are stored securely and are easily accessible.
Automated processes and electronic signing via DocuSign and Dynamics 365 enable faster approvals and reduce administrative work.
The demonstration or announcement describes platform capabilities; it does not show that every organisation will obtain the same result. Forrester reported high CRM adoption but low overall satisfaction in August 2023, a useful counterweight when assessing new features.
A 2022 Forrester analysis linked weak CRM outcomes to unclear strategy, insufficient governance and poor change management. Technology has to be tied to defined processes, roles and outcomes. Training and follow-up after launch are part of the implementation.
A bounded trial is often more informative than a long feature list. Leaders can choose one process, agree what data must be recorded and measure whether the work becomes easier or more accurate. Integration, access control and long-term process ownership should be decided at the same time.
Sources and perspectives
ProsessPilotene: Contract follow-up demonstrated with Dynamics 365 and DocuSign
Forrester: High CRM Adoption But Low Satisfaction (15 August 2023)
Forrester: Poor Change Management Kills CRM Success (3 October 2022)
Forrester: Knowing When To Migrate To An Industry CRM (26 April 2024)
Practical follow-up
Contract follow-up continues after signature. Responsible staff need to track deadlines, changes and obligations. The demonstration showed how the agreement and its follow-up in Dynamics 365 can be connected.
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What information does a salesperson need to follow up the next step? Discuss what is missing in your team.
