Supercharge Your Salesforce and Microsoft Integrations with Docusign IAM

Managing agreements can be challenging, especially when it involves manual steps that can sap productivity and pull you away from your core responsibilities. But it doesn’t have to be this way. 

Intelligent Agreement Management (IAM) offers a better way to manage the agreement process while staying within the tools you’re already using.

Our recent session at Momentum25, titled "Supercharge Your Salesforce and Microsoft Integrations," explored how Docusign’s powerful integrations with Salesforce and Microsoft can unlock a new level of productivity and decision-making. 

Here’s a summary of the session, including how you can benefit from these powerful integrations today.

IAM: The foundation of seamless agreement workflows

Docusign IAM helps you create, commit to, and manage agreements across the entire agreement lifecycle. Our IAM platform includes applications that help you accelerate revenue, reduce risk, and unlock value from the agreements that run your organization. 

• Docusign Maestro: Easily build and deploy customized workflows that automate and accelerate your end-to-end agreement processes without writing any code

• Docusign Navigator: Centrally store, manage, and analyze agreements with help from AI

• Docusign App Center: Integrate with the tools of your trade to make everything faster, easier, and more automated

Let’s take a closer look at how these IAM platform services—including new innovations and integrations—provide a seamless agreement experience. 

Unlocking end-to-end automation with Maestro

Docusign Maestro integrates with your existing third-party workflow platforms, like Power Automate and Salesforce Flow, to create end-to-end workflows, from customer interaction to signed agreements. By combining these powerful tools, businesses can automate manual steps, integrate seamlessly with CRMs like Salesforce or Microsoft Dynamics, and securely archive completed documents in SharePoint, enabling smooth post-agreement processes.

These integrations are particularly valuable in customer-facing processes such as loan applications, account maintenance, or patient intake, where accuracy and security are paramount. 

These integrations also allow your teams to continue using the tools they’re already comfortable with while your customers enjoy a faster, smoother, and more secure experience. The Dynamics 365, SharePoint, and Salesforce extension apps are all available now.

Empowering sales teams with agreement insights

After an agreement is signed, it typically becomes a static PDF. These agreements contain valuable data that can help sales teams track key terms, spot renewal opportunities, and gain a deeper understanding of customer needs. But accessing this data has historically been a manual and time-consuming process.

Navigator allows sellers to access critical agreement data directly within Salesforce or Dynamics 365. These integrations eliminate the need to jump between systems by providing access to information right at your fingertips, making it faster and easier to track agreements and make data-driven decisions.

In the future, Docusign Iris-powered agent actions within Agentforce will allow sellers to find and surface relevant agreement data from Navigator using Agreement Q&A. Additionally, sellers will be able to initiate agreement workflows using natural language.  

Research from Deloitte shows that businesses waste an average of 14,000 hours per year analyzing agreements for insights. With Navigator insights available via Agentforce, you can unlock this data quickly, allowing you to increase seller productivity and close more deals faster without having to leave Salesforce. Join the waitlist for Docusign for Agentforce and be the first to know when our agent actions are ready to use.

The scalability and flexibility of the IAM platform

Whether you're optimizing a single process or looking to transform agreement management across your entire organization, Docusign IAM can grow with you. Our platform integrates seamlessly with the tools you already use, making it easy to implement and scale across your business without needing to increase headcount. 

And these features are just the beginning. We’re building a fully integrated ecosystem that will work with even more of the tools your organization relies on. Check out the App Center to discover and install partner apps that enhance, streamline, and connect every step of your agreement process.

Supercharge your agreements with Docusign IAM

The Docusign IAM platform offers a suite of solutions designed to automate, streamline, and transform the agreement process—whether you're in sales, finance, operations, or any other department.

Learn more about how you can integrate Docusign with your existing systems, and discover the exciting new capabilities coming soon. Docusign IAM supercharges your workflows, boosts productivity, and creates a seamless experience for both your teams and customers.

Ready to get started? Visit our website to learn more today.