Case Study: a software development company achieves faster sales cycles with Epiq CLM optimization

Advancing Sales Cycles Through CLM Digital Transformation and Automation

The software development company faced challenges with inefficient manual order form creation, which led to errors, inconsistent approvals, and lengthy sales cycles. They partnered with Epiq for a CLM digital transformation to automate their processes and enhance their selling power.

Epiq implemented a comprehensive solution that included defining a new quoting process and integrating CLM workflows. They automated order form creation and integrated with DocuSign for eSignature. As a result, the software development company automated its entry system in under six months, replaced an email-based approval system with a trackable process, and achieved stronger data accuracy.