Modernizing Customer Experiences with CRM and E-Signatures

Businesses know that in order to be successful, they need to be customer obsessed. Yet many companies struggle with defining and executing their customer experience strategies. How can you make this a priority in your organization? And what can you do to better serve and engage with customers using Microsoft Dynamics CRM to build value-driven relationships over the long-term?

The new normal in today's digital world means giving consumers the ability to apply for life insurance, close a mortgage loan, open a new bank account, and sign a sales contract on their terms. This adds a lot of pressure on traditional companies that aren't necessarily set up to meet the demanding needs of today's consumer.

Why customer experience is so important

Many business processes revolve around contracts and agreements that require signatures and approvals. In today's business world, the majority of these transactions are still paper-intensive, leading to error-prone processes and frustrations on both sides of the transaction. Organizations working with prospects, customers, partners, and suppliers can use e-signatures to modernize this experience and get documents signed in real-time, while keeping contracting workflows paperless.

Creating the digital experiences of the future requires leveraging technologies that help build the best customer experiences. Soaring customer demands and expectations are driving businesses to invest in customer experience initiatives. In fact, in a recent Forrester Research study, 92% of companies surveyed said that they view customer experience as a top priority, and 60% of companies see it as a way to differentiate themselves from the competition. Digital-enabling technologies like e-signatures are helping organizations of all sizes automate their business processes and help satisfy rising consumer expectations. 

How e-signatures & CRM can help improve customer ...