Fueling marketing initiatives with data
Acxiom provides a rich source of data to marketers around the world that allows them to create targeted, effective sales and marketing campaigns to build revenue streams and strengthen competitive positions.
With marketing professionals using data to create personalized brand experiences across every consumer touch point, demand for Acxiom services is high. As a result, the company is winning more clients, forming more partnerships, and hiring more skilled talent. To make the document and contract experience smoother and faster, Acxiom implemented an e-signature solution several years ago within a few select departments. However, following a cost-driven review of the latest industry solutions, Acxiom switched to Adobe Sign, an Adobe Document Cloud solution, for deployment across the company.
“Electronic signatures for contracts create a great first impression for our clients, partners, and recruits, and a streamlined onboarding experience that reflects our technology-oriented brand values,” explains Lissa Hess, Platform Manager, Corporate Application and Data Services, Acxiom. “Adobe Sign delivered the effortless digital workflow and features we needed, along with offering competitive, strategic pricing.”
Providing transparency into project status and changes
The largest number of Adobe Sign users within Acxiom are based in its Salesforce group. The Salesforce team uses Adobe Sign integrated with Salesforce and Conga Composer for e-signatures on change request documents when modifications are made to the scope or requirements of projects, such as the re-allocation of project staff hours, or changes to deliverables or pricing. Clients must sign indicating their agreement to these scope changes for a project to re-commence. The team issues approximately 200 client change requests per month, averaging three to four pages each.
Adobe Sign integration with Salesforce and Conga enables the seamless creation and completion of change request forms. Users populate the data needed for a change request in a Salesforce case, then pull it into a standard template using Conga. The form is then sent to the customer through the Adobe Sign workflow for an electronic signature.
“With Adobe Sign, our clients can approve change requests without having to save, print, sign, scan, and send the document back to us, saving time and creating a better experience,” says Hess. “Similarly, the workflow automates what was previously a lengthy, paper-based internal process.”
Today, Adobe Sign records are stored centrally and conveniently within Salesforce, allowing team members to quickly pull up files should they need to review, amend, resend, or cancel a client agreement.
“There are several Adobe Sign features our users appreciate,” notes Hess. “First, they can get a signature from any client immediately. The solution also provides the flexibility to add additional documents to a change request. And, our clients can sign without having to download software, secure a license, or do anything on their end. The user experience couldn’t be easier.”