How Forum Events Benefit from Our Adobe Sign Integration

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Écrit par Jiggy Patel - 27/09/2018

We have recently released a new Adobe Sign integration.  This new feature empowers our customers to seamlessly create, send, sign and track all digitally sent documents all within Gold-Vision.  Working with one of our customers, Forum Events, I have seen first-hand the benefits they have gained from integrating Adobe Sign with Gold-Vision for managing their supplier and media partner bookings. 

In this post I am going to share their experience to highlight the advantages of a great CRM implementation that has delivered results quickly through the use of the Adobe Sign integration.

Who are Forum Events?

Forum Events are a leading organisation who have pioneered ‘The Forum Experience’ to bring high calibre industry experts together.  Forum Events work with buyers to understand their procurement strategy and source suppliers that meet and deliver their expectations.  They also work with suppliers to expand and grow their new business revenue by connecting them with buyers within their industry.

Why Gold-Vision CRM?

It was important for the team at Forum Events to move to a CRM solution to enable their core processes to be integrated into a single database to ensure all their key sales, account management and marketing processes were embedded.

Forum Events have used Adobe Sign for a number of years to manage supplier bookings and it’s imperative that they send and receive booking confirmation quickly.  In turn, their suppliers can sign a form on any device and return.  They have recently implemented Gold-Vision across their teams, so that all documents are now sent within Gold-Vision using the Adobe Sign integration.

As ‘Microsoft’s preferred e-signature solution’, Adobe Sign works seamlessly with Gold-Vision’s Office 365 Integration, and on all electronic devices, users can email documents directly from Gold-Vision. 

The Adobe integration enables Forum Events to quickly generate detailed proposal documents for their suppliers for sign off within minutes, their Gold-Vision CRM holds pricing related to the events such as sponsorship and media packages.  Products are easily added to a quote from which their users create, send for signature and track all documents, sent and returned – using Adobe Sign.  Multiple standard templates have been created to make it simple for users to select the correct form and send without the need to amend wording.

Forum Events Training

Since integrating Adobe Sign with Gold-Vision, Forum Events enjoy an enhanced document creation process, they can track progress and view auditing details of documents – a simple report against the document give users full visibility allowing them to manage their relationships professionally.

Forum Events are planning to increase the use of Adobe Sign integration through Gold-Vision to include their Buyer processes and other confirmation documents in the near future.

“Adobe Sign integrated with Gold-Vision is a key process for the Forum Events team and they picked up how to use it with little training, it was great to watch how quickly they produced and sent their bookings at go live!”  - Bashar Al-Azzawe, Gold-Vision Project Consultant

Easy to Implement for your Business

If you are considering an e-sign option – Adobe Sign Integration with Gold-Vision CRM is quick to implement and setup. 

Existing Gold-Vision user? If you are already an Adobe Sign customer, the good news is there’s NO additional cost.  Contact us now and someone from our team will be happy to assist with getting you up and running.

Not yet a Gold-Vison customer? Arrange a personlised demo to find out what Gold-Vision can do for your business.