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Eigen X Case Study- Guiding Eyes for the Blind​

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Client Overview

Location: Yorktown Heights, NY, USA

Employees: 51-200

Industry: Non Profit

Solution: Sales Cloud, Docusign

Go-Live Dates: August 2022

Since 1954, Guiding Eyes has managed to thrive on goodness, even in the most difficult of times. We relied on the goodness of our loyal base of generous supporters, passionate staff and dedicated volunteers to come together to meet the growing needs of our diverse community of people with vision loss. Through this unwavering support and dedication, Guiding Eyes has graduated more than 10,000 guide dog teams. We believe in the powerful, meaningful change that our beautiful dogs bring to the life of people facing the daily challenges that blindness and vision loss present.

Challenge

  • All Contracts were done via Docusign for some departments and actual paper copies with an actual signature required using different templates across multiple departments.  ​

  • Needed a solution to standardize templates without having to make all departments access DocuSign directly.​

  • Allow for the system to dynamically pick the correct contract template​

  • Need to Provide insight to when the contract was opened and signed inside of salesforce ​

Solution

  • Installed and customized DocuSign for Salesforce inside their salesforce org. ​

  • Created all approved templates across multiple departments and standardized types of agreements for branding and legal​

  • Created a “Smart Send” button so DocuSign could dynamically pick the correct template and automatically merge all fields and send to the designated contact​

  • Embedded the DocuSign Lightning Web Component. ​

Result

  • Guiding Eyes was able to report on docusign captured information directly inside salesforce (i.e. signed date, release agreements, etc.)​

  • Also able to standardize Contracts to remove a step for legal to have to review and also ensure all up to date language and branding is on all agreements ​

  • Removed the need for Paper Contracts completely across multiple departments​

  • Consolidated information across 2 systems directly inside salesforce via the Embedded DocuSign Lightning Web Component​

  • Streamlined the contract process to just 1 button click from Guiding Eyes Employees ​

  • Created Automated Reminders for the signee so employees did not have to follow up.​