Contributed Article By: Stefan Kratz, Sr. Director of Customer Development at Stem, Inc.
When you’re a company in the clean tech space, you have to walk the walk. At Stem, we’re dedicated to helping businesses reduce their energy bills and contributing to a more efficient electrical grid. Our technology combines the latest advances in big data analytics and energy storage, so it’s natural that we would also be looking for leading-edge document technology.
We use DocuSign in virtually all phases of our business development process. From getting non-disclosure agreements signed when meeting new prospects, to getting their approval to obtain their data from the utility so we can analyze their energy usage, to signing contracts and rebate applications once the deal is closed.
One of the most appealing aspects of DocuSign is its integration with our customer relationship management (CRM) system. Being able to send DocuSign-tagged files from within our CRM means that the system is tracking what was sent, when, to whom, and when it is signed – it’s all completely integrated.
Best of all, we’re finding that our customers are more likely to send back DocuSign documents, and more quickly. Who can blame them when the alternative is to print, sign, scan, and email back a multiple-page document?
DocuSign removes the burden of tracking documents and nagging customers for signatures with autoreminders, and leaves me more time to focus on the core aspects of my job and building our business.
Now if only I had a similar app for tracking whether my kids have finished their homework!
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