The sales team, in addition to the customer success team and professional services team started using Qlik to access CRM, product usage and billing data all from the same dashboards that were telling the same story. The most immediate impact came from the Salesforce DocuSign Usage Dashboard, which was embedded directly into Salesforce.
“Qlik acts as our single source of truth, we can be on the phone with customers and pull up all of the relevant records in three seconds: it is zero cost access.”
Another marquee example is the Site Performance Management App, delivered via AccessPoint. It includes seven screens and displays subscription health, product usage and customer performance – featuring the entire worldwide customer base.
It’s only been one year into DocuSign’s tenure with Qlik, but now that the company is able to make data-driven decisions – more requests have come in for apps. On the roadmap for 2016 are customer service case analysis, lead source tracking and embedding Qlik in the company’s customer success tools.
Given some time to reflect a year after the purchase, Rob was extremely pleased by the changes he has seen:
“Hundreds of users across DocuSign are now using these apps to move faster and make better decisions every single day. Qlik is now used as the standard source of truth for this type of data.”
Further practicing what they preach: DocuSign’s future is digital.