Pain Points
Customers using Dynamics or Salesforce can automatically store completed agreements in _____ so they are easily searchable for commitments and renewals with IAM for Sales.
What is Navigator
___ is the best feature to lead with for customers who struggle with tracking renewals and contract leakage.
What is Navigator
Sales contract inefficiencies can cost companies an average of _____ in lost revenue.
What is $1.5 M
“We already have a Docusign integration with [insert CRM]”
What AI feature can you position to move them to IAM? (Name at least 1)
What is Navigator, Agreement Desk, or AI-Assisted Review
The engine that powers multiple IAM for Sales features that helps surface key dates, terms, and insights from past deals to guide your next negotiation.
What is Docusign Iris
The lack of real-time visibility into a contract request's status or mid-redlining is a signal for what IAM for Sales feature?
What is Agreement Desk
We should validate if an account is using any one of these two CRM systems to position Sales Agreement Generation and Management.
What is Salesforce and Dynamics
How much time is saved processing sales agreements?
Hint: Answer is between 50-80%
What is 77 %
“Our sales reps already manage agreements in the CRM; adding another tool would be too complex.”
Docusign integrates directly with CRMs to ____, ____, and ____ agreements without leaving the CRM. (fill in 3 blanks)
What is “generate, track, and manage” Or "create, commit, and manage"
This customer, mentioned in the IAM for Sales pitch deck, has reduced by 77% time spent processing agreements and achieved a 2x increase in contracting capacity across sales and legal teams.
What is Catchafire
Customers using Salesforce or Dynamics can use IAM for Sales to alert the seller and all relevant stakeholders when an agreement has been signed with these two chat systems.
What is Slack or Teams
When conducting discovery you should listen for agreements that are highly repeatable, data-heavy, and low-to-moderate clause-level variability.
Name 2 types of agreements that fit this description. (There are more than two options)
What is NDAs, Quotes, Proposals, Sales Orders / Order Forms
“If it’s the last two days of the month or quarter, and you need a non-disclosure or sales agreement, Docusign IAM is the difference between closing the deal then or moving it to the next sales period.”
Said the Director of IT from which company?
What is Kindsight
“We already have a centralized storage system.”
Aside from Navigator, what is the other key feature of the IAM platform you could position here to help route agreements into their current system of record?
What is Maestro
Customers using Docusign solutions have a __% increase in productivity.
What is 75 %