From Manual to Automated: How Otter Streamlined Sales Contracts and Boosted Execution by 50%
Otter, a restaurant tech platform processing over 1 billion orders across 40+ countries and serving 275,000+ customers, struggled with slow contract execution and onboarding delays. Automating with DocuSign eliminated inefficiencies, speeding onboarding by 50%.
Challenges Faced
Slow, Manual Contract Process
Otter’s sales teams relied on manual contract execution, causing delays and inefficiencies in closing deals.
Inefficient Data Handling
Sensitive information required excessive back-and-forth between sales and onboarding, further slowing customer activation.
Delayed Customer Onboarding
Lengthy processing times led to frustrated customers and missed revenue opportunities, impacting overall growth.
What We Did
To transform Otter’s contract execution and onboarding process, we designed a solution that eliminated manual inefficiencies, automated workflows, and ensured secure data handling. Our approach focused on seamless implementation, zero disruption, and full adoption across teams.
Automated Contract Execution with DocuSign
We implemented DocuSign, allowing instant digital signing and eliminating manual contract delays.
Streamlined Data Handling Between Sales & Onboarding
We restructured workflows to securely and efficiently transfer sensitive customer data, reducing unnecessary back-and-forth.
Optimized Approval & Compliance Processes
Automation ensured faster internal approvals while maintaining compliance and data security.
Reduced Friction in Customer Activation
By automating key steps, we eliminated roadblocks and ensured a smoother, faster onboarding experience.
Ensured Full Team Adoption & Training
We provided structured training sessions and onboarding materials to ensure seamless adoption across teams.
Results We Achieved
Automation eliminated manual contract processing, ensuring seamless execution and data accuracy.
Manual offer and contract generation eliminated, reducing signing time by more than half.
Improved data flow between sales and onboarding reduced activation delays.
Automating our contract process with DocuSign was a game-changer. It cut execution time in half and reduced onboarding delays by 30%, making the entire process faster and more efficient for our team and customers.
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