“Since implementing Concord, we have successfully moved to a paperless workflow across our office, which falls within our sustainable objectives.”
- Sales & Operations Manager
Challenges
As a supplier, this wireless security company sends renewal agreements to all of their independent client installers each year. In order to comply with industry regulations, and avoid fines, the company had to send these contracts within a time frame of a few months. The company also had to be able to prove to industry regulators that the contracts were sent according to regulations in case of an audit.
The company's challenge was to find a dedicated tool to more efficiently send contracts and track their statuses without adding team members.
Solution
The company’s Director learned about Concord through a TV interview with Concord’s CEO, Mathieu Lhoumeau. The interview discussed how electronic signatures are as valid as paper contracts.
They saw the benefits of three main features that Concord offers, including:
The ability to create multiple contracts at once
Reminder alerts automatically sent until customers sign contracts and changes are easily trackable
Proof of contract compliance in case of an audit
Results
The company's Sales and Operations Manager implemented Concord and trained the team on using the product.
“ Since implementing Concord, we have successfully moved to a paperless workflow across our office, which falls within our sustainable objectives. ”- Sales & Operations Manager
Now it is easy to regularly provide the sales department with status reports on their contracts. The company's contract management processes have improved and the security alarm systems provider can also prove it is in compliance with regulations in case of an audit.
The company improved its commercial process and also strengthened its relationship with distributors by easily personalizing each contract.
“ Sending contracts to clients at least once a year to remind them of the contract's conditions allows us to reinforce and galvanize our relationship with them. ”- Sales & Operations Manager
By using Concord, the company is able to focus on serving their customers rather than completing administrative tasks. The company has optimized their processes, which allows them to have a more frequent and more personalized relationship with its clients.
Ready to start signing documents? Concord offers a free trial, and all our plans provide unlimited e-signatures for as many users as you need.
