The 4-Step Lead-to-Close Process that Helps Companies Sell More and Faster with Document Automation

The four-step “Lead-to-Close” cycle is a series of interconnected customer touch points flowing in a sequence that builds from enticement to acquisition. Ideally, each touch point is optimized for progression to the next phase, making increasing use of customer preferences to create a truly personalized experience.

This white paper is intended to demonstrate how these benefits are achieved at each step of the Lead-to-Close scenario, and includes success stories of actual customers.