Get to YES in your Agreements faster with Invisible.io and its products
Let’s be honest, innovation is a big deal. In fact, a hundred-million dollar investment deal. And the sharpest fear as well. CEOs are confident that their businesses need innovation. Though, at the same time, they are cautious about what innovations are right for them, how to translate those emerging systems into higher ROI, smash quotas, and talk not philosophy, but business.
Mind the Gap:
of companies struggle to align innovation strategy and business strategy, according to PwC’s Innovation Benchmark
Following the latest white-paper by DocuSign, after the rise of Systems of Record and Systems of Engagement, we are now coming to the rise of modern Systems of Agreement for key business and communication processes. In other words, it states that after mastering our CRM, ERP, Content Management and other enterprise automation (Systems of Record) as well as reaching higher productivity with modern communication channels such as Email, Calendar, Messengers, Social Collaboration, etc (Systems of Engagement), we are facing a challenge to merge these two. As well as to make sure that the data from SofR and the ability to productively connect and communicate in SofE result in actual agreements, which, in fact, drives the business forward.
Obviously, Agreements are the foundation of every business - from customer communication consents in Marketing, through quotas and terms negotiations in Sales, to NDAs, SLAs, POs in Legal and Procurement - Agreements are securing our results and revenue generation.
The good news is that every company already has its Systems of Agreement, whether they know it or not. Otherwise, how are we able to sustain our business? The downside is, however, that those SofA were not built for the speed of today’s business. Even more, often it is not yet an automation at all, but sets of habits and approaches our employees have to get things done. And very often they are not tailored for the specific SofE- and SofR- driven custom processes of organizations.
Do not change people, change software
Invisible.io has been on this vision from the get-go. If people live and breathe within Systems of Engagement and getting things done through calling, emailing, meeting, chatting, then we should make sure that they have their Systems of Records at their fingertips and can use them even invisibly. Perfect System of Agreements would:
Provide the ability to be hinted re next step, so people never miss it
Enable an execution of such a step
Make sure corporate System of Records knows about it seamlessly and automatically
Let’s talk cases:
Access your records & agreements data from within your Inbox
SmartCloud Connect helps you eliminate the need to switch between your content management platform, your CRM, Calendars and Inbox, but to access all the data in the moment you need it and work with it, getting the agreements prepared and done.
Have your agreements prefilled with data from your SofR & SofE, with a high degree of automation
You can easily reach the agreement template you need, while compiling a new email. SmartCloud Connect pulls data from your system of record — like CRM, HCM, and ERP— and your SofA (your documents templates) into the SofE (Email Client) you use. It automatically populates parts of an agreement, such as customer, product, and pricing information.
Get a bird's-eye view of your entire agreement process
Monitor the status of activities and make sure that your agreements are fulfilled. You can autocreate and autofill your Сases from incoming emails and trigger next steps, whenever needed. SmartCloud Connect finds the right objects in a very complex environment and escalates it into the right system of yours, making you sure that your content management system is updated and your workflow is triggered.
Unite the SofE, SofA & SofR Tech Stack
Invisible.io is the very glue which melds together your SofE and SofR and literally unlocks its huge potential. In some use cases the right integration between them becomes your SofA by itself. In some use cases proper SofA should be brought into the mix as well and become part of a process, but only properly connected and integrated SofE, SofA and SofR allow the business to Prepare, Sign, Act and Manage agreements in the best way for greater productivity and revenue generation.