RT DocuSign Overview

SugarCRM enhances B2B sales operations by offering clear data insights and automating follow-ups, which are crucial for managing accounts effectively. This CRM solution supports sales teams with built-in insights that facilitate quick decision-making throughout the customer journey. SugarCRM's focus on account management is particularly beneficial for busy sales teams, enabling them to act swiftly and efficiently. The platform's ability to provide actionable data and streamline sales processes makes it a valuable tool for driving growth in B2B environments.

Use Cases

Customers recommend Digital Signature, Contract Management, Sending & Publishing Communications, as the business use cases that they have been most satisfied with while using RT DocuSign.

RT DocuSign Use-Cases and Business Priorities: Customer Satisfaction Data

RT DocuSign works with different mediums / channels such as Mobile. and E-Mail.

Reviews

"For me, I still had to send in documents to contacts through various and difficult means. Rt DocuSign just makes it all for me a whole lot easier. I can just import my contacts and send them documents through my Sugar instance to sign. A very fast p...rocess!!" - R.Gaudreau

RT DocuSign, belong to a category of solutions that help Digital Signature. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

RT DocuSign allows contracts to be sent and tracked within SugarCRM. Deals are closed faster as customers can sign contracts from any browser or mobile device.

Popular Business Setting

for RT DocuSign

Top Industries

  • Wholesale
  • Management Consulting

Popular in

  • Small Business
  • Mid Market

RT DocuSign is popular in Wholesale, and Management Consulting, and is widely used by Small Business, and Mid Market,

Comprehensive Insights on RT DocuSign Use Cases

How efficiently Does RT DocuSign manage your Digital Signature?

Customer Testimonials

CUSTOMERS TESTIMONIALS
RT DocuSign testimonial

R.Gaudreau

For me, I still had to send in documents to contacts through various and difficult means. Rt DocuSign just makes it all for me a whole lot easier. I can just import my contacts and send them documents through my Sugar instance to sign. A very fast process!! Testimonial By R.Gaudreau
CUSTOMERS TESTIMONIALS
RT DocuSign testimonial

R.Gaudreau

For me, I still had to send in documents to contacts through various and difficult means. Rt DocuSign just makes it all for me a whole lot easier. I can just import my contacts and send them documents through my Sugar instance to sign. A very fast process!! Testimonial By R.Gaudreau

Case Studies

Financial Services

CASE STUDY Undisclosed client (empowering investment sales professionals)

Salesforce Experience Cloud helped an investment sales client manage a large user base and reduce licensing costs. The team built custom community sites and integrated third-party APIs for better dat...a access and security. Google Analytics tracked user activity to improve experience. The solution now supports over 43,000 active users and millions of investment records. More than 100 users use the Salesforce plugin from App Exchange.

Real Estate

CASE STUDY MyAgent

SugarCRM helped MyAgent move away from manual spreadsheets and a legacy system. Rolustech integrated SugarCRM with Xero for syncing contacts and records. They customized the calendar and built custom... reports for managers. The new system removed bottlenecks and improved business processes. MyAgent now uses dashboards and reports to make better decisions.

CASE STUDY Danish Client (import and export company)

Rolustech built a custom iOS app for SugarCRM v9.0 for a Danish import and export company. The client needed better mobile access, accurate data tracking, and a customized Quote module. Rolustech use...d SugarSDK to create an app with location tracking, digital signatures, and custom fields. The solution improved operational efficiency by 40%. Quote management became 60% faster. Employees now update CRM data easily on mobile.

Telecommunications

CASE STUDY Fonetel

SugarCRM helped Fonetel automate its lead management. Before, Fonetel entered data from web forms into SugarCRM by hand. This took a lot of time and slowed work. Rolustech integrated SugarCRM with Fo...netel’s lead forms. They added Fonetel’s full product catalog and made price updates easy. Now, quotes are created and sent to clients automatically. Fonetel no longer needs manual entry. Productivity went up and client interactions improved.

Transportation/Trucking/Railroad

CASE STUDY German Transfer

SugarCRM helped German Transfer, an online transfer broker, improve their business processes. The company needed a custom CRM to manage clients and drivers. Rolustech built a ticketing system that cr...eated cases automatically for each client request. The new system synced car and driver schedules with the CRM. The support team could assign cars and drivers quickly, making operations more efficient.

Manufacturing

CASE STUDY Diversitech

SugarCRM helped Diversitech fix lead assignment problems. Before, leads went to the wrong sales agents and many were lost. Rolustech customized the web to lead form and added postal code fields. They... set up lead assignment by region and used a round-robin system for fair distribution. Now, leads go to the right agent and more leads become customers. Lead mismanagement is no longer a problem.

RT DocuSign Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
Custom Reports

3.82/5

Read Reviews (5)
CAPABILITIES RATINGS AND REVIEWS
Custom Reports

3.82/5

Read Reviews (5)

Software Failure Risk Guidance

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for RT DocuSign

Top Failure Risks for RT DocuSign

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Customer

Case Study: Customized SugarCRM for Mountain Capital | Rolustech

Rolustech customized SugarCRM for Bay Mountain Capital by developing a custom Loans module, enhancing loan creation and management. This included a Quick Create shortcut, record templates, and export functionalities, improving productivity and client service.

Customer

Case Study: Customized SugarCRM for Fonetel | Rolustech

Rolustech customized SugarCRM for Fonetel, integrating lead forms to automate data entry and quote generation. This eliminated manual processes, enhanced productivity, and improved client interaction by ensuring up-to-date pricing and immediate quote availability.

Rolustech Pvt. Ltd. Profile

Company Name

Rolustech Pvt. Ltd.

Company Website

https://www.rolustech.com/

HQ Location

London

Employees

101-250

Social

Financials

PRIVATE