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 does RT DocuSign address your Digital Signature Challenges?

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

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.

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.

CASE STUDY Danish Client, an import and export company

Rolustech built a custom iOS app for SugarCRM v9 for a Danish import and export company. The client needed better access and more features for their CRM. Rolustech used SugarSDK to make a mobile app ...that improved CRM operations and data tracking. The app also made the Quote module work better. The solution was tailored to the client's business needs.

Information Technology and Services

CASE STUDY An IT Services company

Salesforce was customized for a tech industry client. The client needed to improve customer service, employee development, and business growth. The solution addressed challenges for leadership, manag...ers, and agents. The custom Salesforce tool provided better support for rising customer demands. The client saw improved satisfaction and business results.

Financial Services

CASE STUDY A financial services company

Salesforce helped a financial services client who supports investment sales professionals. The client needed better tools for outreach and business growth. Salesforce provided customized solutions to... meet these needs. The project focused on scalable support and industry excellence. The case highlights Salesforce's role in driving success for financial services.

Computer Software

CASE STUDY A computer software company

Salesforce CRM was customized for a client with deep experience in the Salesforce ecosystem. The client manages complex software projects and serves Fortune 500 companies. They needed advanced data v...isualization and integration. The solution included tailored Salesforce features and AppExchange development. The project supported their work with large enterprise clients.

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

?

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