Key Results
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Client Overview
In Business Since: 2019
Industry: Precious Metals Trading
The client is a fast-growing company in the commodities sector. As sales increased, so did the need for a smoother process to convert leads into customers. Their sales team was spending too much time on manual data entry, contract handling, and onboarding, slowing down operations and creating bottlenecks.
To fix this, they implemented DocuSign with NetSuite—but quickly ran into roadblocks. That’s when they called Stockton10.
Challenge
Despite implementing DocuSign with NetSuite to streamline operations, the company encountered unexpected technical limitations that kept inefficiencies in place.
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To truly streamline their lead-to-order process, they needed a custom-built solution that could bypass these limitations, fully automate contract management, and provide real-time insights to help their team focus on what mattered most—closing deals.
Solutions
Stockton10 stepped in to design and implement a DocuSign-NetSuite integration that automated key processes from lead capture to customer onboarding.
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