GLOBALLY RECOGNIZED FOR ITS SERVICES AND NEEDING A CONTRACTING SOLUTION TO MATCH

ForeScout Technologies offers a heterogeneous security solution that can see devices, control them, and orchestrate system-wide threat response across wired and wireless campuses, data centers, cloud and operational technology deployments without agents.

Poised for breakout growth as a network and cybersecurity leader, ForeScout Technologies was named to Forbes’ Cloud 100 list for 2017 for its work in the IoT and Cloud security space.

ForeScout was using a contracting platform that couldn’t scale with its award-winning growth. As ForeScout was growing its customer base, it required a contracting solution that integrated into a CRM to allow for faster, easier onboarding and signing.

In addition, because ForeScout had built a reputation of being an IoT security leader, its contracting process couldn’t sacrifice risk, stability, or security.

 

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“We initially reached out to PactSafe for its clickthrough solution, but now we leverage PactSafe’s SmartPacts solution, a custom link for any type of contract for one-step signatures. These contracts are signed so simply—it’s huge for us.

Bree Harrison, ForeScout

Planning and Operations Program Manager

 

CRM INTEGRATION FOR A ONE-STEP, CLICK-TO-SIGN SOLUTION

Leveraging PactSafe’s Salesforce integration, ForeScout implemented PactSafe to allow every member of the organization to deploy click-to-sign contracts that dynamically render and tailor themselves to the customer in real time. Quicker-cycle agreements, like evaluations and reseller contracts, are deployed in a customer-specific, click-to-sign form, while other contracts get a full e-signature.  

 

 

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PactSafe’s integrations with Salesforce and Amber Road, ForeScout’s order management system, saves an immense amount of time, as the company had to perform all of its due diligence manually prior to using the PactSafe solution.

 

PactSafe’s click-to-sign also allows contracts to get signed faster and easier by sending straight to clients’ mobile devices for easy acceptance. Now, all of ForeScout's signatures are tracked and logged in real-time, maximizing efficiency with a risk-free, enforceable solution.

 

RESULTS: MORE CONTRACTS SIGNED IN HALF THE TIME USING MODERN SIGNING TECHNOLOGY

ForeScout now sees an increase in productivity through automating contracts, improving the customer experience with easier signing. The company has also alleviated possible frustration with sales operations through improved data hygiene in Salesforce. Having data updated, consistent, and integrated across its platforms falls in line with industry best practices, as well as new regulations like May 2018’s General Data Protection Regulation (GDPR).

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ABOUT THE PACTSAFE + SALESFORCE INTEGRATION

Customers like ForeScout can install PactSafe’s Salesforce integration into their own Salesforce environment and easily connect to their PactSafe accounts. Inside the PactSafe for Salesforce app, customers can connect to all of their PactSafe contract templates and easily send them from a Salesforce Opportunity, Account, or Contact. PactSafe pulls in email and mobile numbers from Contacts, and it’s unique click-to-sign technology helps reduce redlines.

"PactSafe’s integrations with Salesforce and Amber Road, our order management system, saves an immense amount of time, as we had to perform all of our due diligence manually prior to this.”

Bree Harrison, ForeScout
Planning and Operations Program Manager

PactSafe has embraced consumer-first technology, recognizing that its customers are on-the-go. Its click-to-sign technology allows contracts to get signed faster and easier by sending straight to clients’ mobile devices for easy acceptance.

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