Geniee, Inc has announced a system integration between its sales support tool “GENIEE SFA/CRM” and the contract management platform “CloudSign”, provided by Bengo4.com, Inc.
Background & Objective: Enhancing DX for Sales and Contract Management
As digital transformation (DX) accelerates across industries, there is an increasing demand to unify processes from customer management to contract execution. However, many companies still rely on separate tools for contract creation and sending, leading to complex workflows.
This results in:
Increased workload in contract management
Complicated information handling
Inefficient internal communication
こちらもお読みください： Ship&coとCeligo、日本におけるEコマース物流強化で提携
To address these challenges, Geniee has developed a new feature that leverages CloudSign’s API, enabling users to create and send contracts directly within “GENIEE SFA/CRM”. By utilizing customer data stored in the SFA/CRM system, contract procedures can now be executed seamlessly. Additionally, all past contract records will be centralized within “ジェニイー SFA/CRM”, ensuring greater visibility and smoother internal collaboration.
This integration empowers sales teams to focus on more strategic tasks, ultimately improving overall sales productivity across organizations.
