技术
- 应用基础设施与中间件 - 数据交换与集成
- 应用基础设施与中间件 - 中间件、SDK 和库
适用行业
- 消费品
- 电信
用例
- 减废预测
- 时间敏感网络
服务
- 系统集成
关于客户
Captorra 是一家为法律行业提供案件和客户受理软件解决方案的领先提供商。他们的服务被北美各地的人身伤害、大规模侵权、消费者和家庭法律实践所利用。 Captorra 彻底改变了客户吸收和管理流程,使公司能够采取系统性的培育活动,从而吸引更多的签约客户。其直观的用户界面使用户可以轻松收集关键的客户信息,无论是在办公室还是在旅途中使用移动设备。作为 Dynamics 365 的用户,Captorra 需要一个能够与现有 CRM 无缝集成的解决方案。
挑战
Captorra 是法律行业领先的案例和客户获取软件解决方案提供商,在客户获取过程中面临着重大挑战。该过程需要双方在各种文件上签名,这些文件传统上是打印和邮寄的。这种方法不仅耗时,而且还使 Captorra 处于竞争劣势,因为延误常常导致业务被竞争对手抢走。此外,Captorra 需要一种能够与其现有 CRM、Dynamics 365 无缝集成的解决方案。他们最初选择的 DocuSign 由于与 Dynamics 的现成集成而被证明是一种限制。由于需要一个简单、强大、快速且能够与 CRM 无缝集成的电子签名解决方案,Captorra 又重新开始设计。
解决方案
Captorra 在 2013 年选择 Nintex AssureSign 作为他们的首选电子签名解决方案。该决定受到 Nintex AssureSign 与 Microsoft Dynamics 365 的强大集成及其著名的客户服务的影响。与其他解决方案不同,Nintex AssureSign 提供与 Dynamics CRM 的可定制集成,使 Captorra 及其客户只需单击一下即可发送文档以供签名,并通过双向 API 保持 CRM 信息更新。该解决方案还提供了独特的短信/文本签名功能,使 Captorra 能够接触到消费者,而无需在智能手机上访问电子邮件。通过将电子签名集成到他们的 CRM 工作流程和法律受理产品中,Captorra 和用户律师事务所能够将新客户的入职时间从几天缩短到几分钟。
运营影响
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