A CRM system doesn’t become central in a company unless it can handle all core functions. With webCRM, Ensure was able to seamlessly integrate with Microsoft Exchange for both calendar and mail, their backend system via API, e-conomic, and most recently the signature solution Visma Addo, effectively streamlining workflows.
In fact, webCRM initiated its partnership with Visma Addo to meet Ensure's desire for a signature solution that aligns with their requirements, seeing that it was value-creating integration capable of benefiting customers in several different industries.
The choice of Visma Addo was driven by its top-notch security — as Ensure mainly handles sensitive personal information — and compatibility with both individual and business needs. Back-office employees, who handle all administrative work with new customers at Ensure, went from manually collecting signatures, then scanning and archiving them, to being able to send documents for signature with NemID to involved parties with just a few clicks.
By integrating document signing into webCRM, Ensure digitises a significant portion of their back-office workflow, enabling seamless task handover in the case of holidays or illness. Along with other measures, such as two-factor authentication at login, Visma Addo’s integration with webCRM contributes to their workplace with a high level of security, regardless of employee location.
