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Can you guess your odds of finding a four-leaf clover? About 1 in 10,000.

Another fun fact… each leaf of the rare clover has its own meaning: Hope, Faith, Love and Luck*. Fitting for St. Patrick’s Day, no?

It may be a fun theme for St. Patrick’s Day, but here at AssureSign, we don’t think luck should factor into the way you do business. Fortunately, you don’t have to rely on luck when sending documents out for signature! AssureSign’s electronic signature and document transaction management enables companies from SMBs to large enterprises to send documents quickly, efficiently and digitally.

Wondering exactly how efficient and effective using eSign can be for your business? Skip searching for the end of a rainbow and discover how eSignature fares better than a pot of gold with these four reasons:

1. Quickest way to send and receive your documents.

It’s true. Electronic signature makes manual and dated processes like overnighting documents or attaching scanned documents to an email seem about as fast as a Windows 98 boot up (did we just inspire a flashback?).

By sending documents via eSign, you can send, receive, and digitally archive completed documents in just a few minutes. Still not quick enough? Eliminate even more wasted time when you leverage SMS/text message technology. Sending documents using AssureSign’s eSign via Text feature—the only eSignature via text messaging feature native to an eSign provider—empowers your consumers to review, complete, sign and send forms back in seconds… all by simply grabbing the device in their back pocket!

See how this company wins 60% of their business by using eSign via Text.

2. Cost effective and efficient.

“Gotta spend money to make money…” How many times have you heard the big guys and gals upstairs throw that idiom around? Despite its catchy nature, the roman poet and philosopher, Plautus made a good point when he coined the term more than two thousand years ago. (Though, we’ll admit he wasn’t likely thinking of digital workflows in 200 BC 😉)

Streamlining processes, consolidating business practices, and eliminating cost are pillars of remaining competitive. Invest in your organization and it will pay dividends.

“It’s absolutely worth the investment…”

Senior Director, Junior Achievement of Kansas City

3. Eliminates errors and omissions.

Waive goodbye to receiving incomplete documents! With an eSignature solution like AssureSign, your end signers are automatically prompted to complete areas left blank on your forms prior to sending them back. What’s more, you can include customized step-by-step instructions for signers as they make their way through the signing flow—making even the most complex forms a breeze to complete and sign.

4. Integrates with your pre-existing solutions and workflows.

Whether it’s a universal CRM like Microsoft Dynamics or Salesforce, a document management system like EZ Lynx or Captorra, or a proprietary digital management software, AssureSign’s eSignature solution integrates with the digital solutions and processes you’re already using! Using an AssureSign out-of-box integration or leveraging our RESTful APIs to build your own webhooks means keeping your end-to-end customer lifecycle in one environment!

Don’t rely on luck to improve your business, let eSignature can guarantee it…

Click to download the How to Get Started with eSignature eBook

Duck Creek Technologies, a Premiere AssureSign Connect Partner, empowers P&C insurers to digitally enhance their policy, rating, billing, and claims processes. Their array of solutions, deployments, configurations, document management systems, and sales tools empower users to streamline workflows, improve client service, and set themselves apart from competitors.

With the Duck Creek Platform, insurers go-to-market and remain competitive with a single, innovative digital provider. Yet, to provide the continuous competitive edge that carriers, brokers and other insurance professionals require, Duck Creek insurance solutions must adapt to transforming technology and evolve alongside client expectations.

To meet this need, the Duck Creek insurance suite is built with ‘Future-Ready’ solutions, providing subscribers with automated product upgrades, transformative features, and new functionalities.

To showcase these enhanced and new-to-market offerings along with future potential, every year, Duck Creek invites the P&C insurance vertical to its annual Duck Creek Formation conference. This year, there’s a lot to look forward to during the three-day span in Miami—March 31-April 2nd—but here’s three experiences you won’t want to miss if you’re heading to Duck Creek Formation 2019:

Formation 2019
3 Things You Can’t Miss

1. Keynote Speakers

The Duck Creek Formation 2019 conference has quite the lineup of industry-expert speakers hosting its two keynote addresses, breakout sessions, and other events.

Mike Jackowski and Scott Parazynski lead the pack as Formation 2019 ’s two keynote speakers. Mike Jackowski, Chief Executive Officer of Duck Creek Technologies, will provide the Keynote Welcome on Monday, April 1st. Scott Parazynski, physician and a former NASA astronaut, will lead the final keynote address—”Leadership Under Extreme Adversity, On and Off the Planet.” His astronomical background earns his keynote a solidcan’t miss!

2. Breakout Sessions

Keynotes are just the beginning of Duck Creek Formation 2019. Formation 2019 has more than six consecutive hours exclusively dedicated to breakout sessions. During the first two hours, Formation 2019 attendees will choose one of five topic tracks/clusters:

  1. Delivery Assurance and Configuration Best Practices
  2. Insurance Core System Functionality in the Cloud
  3. Introducing Duck Creek Insurance Distribution Management
  4. Optimizing User Engagement
  5. What’s New and Enhanced in the Duck Creek Insurance Platform & Policy Offering

Each track is made up of two to three breakout sessions that build on the track’s topic.

The remaining four hours provide an a la carte selection style. Attendees can choose from a pool of breakout sessions that address a variety of insurance innovations , such as “Improving Billing Operational Efficiency and Customer Experience,” “Streamline Claims Handling,” and more.

3. Expo Hall

Of course, no annual conference would be complete without the opportunity to kick back and watch the latest industry innovations in action at the exhibition hall (not to mention the free swag!).

And, the Formation 2019 sponsors and participating vendors are certain to make this year’s Duck Creek Formation expo one for the books. Both tech–and CRM–pioneers Salesforce and Microsoft will exhibit their a-game alongside premiere Duck Creek Partners vendors like Hyland, Deloitte, HCL, and AssureSign!

eSignature via the AssureSign for Duck Creek Integration completes end-to-end insurance operations for carriers, brokers, and agents alike!

Discover the four benefits eSignature can bring to your insurance business…

Click to download the Industry eBrief: 4 Benefits of Using eSignature in INSURANCE

The philosophy behind AssureSign’s core value, Innovation—“Learn from yesterday. Transform tomorrow.”—is embodied in everything we do, from our customers to our employees.

Yet, innovation in isolation doesn’t define success.

Imagine yourself holding “innovation” in one hand 🖐🏼 and your current processes in the other hand 🖐🏼. What does it look like when you put the two together (besides clapping 👏🏼)?

To find out, we formed a panel of AssureSign customers and partners from a variety of industries. Enterprises and SMBs using AssureSign from a year to over twelve—MagTek, Auric Energy, and Captorra to name a few—sat down with us last week to participate in our inaugural Customer Advisory Panel (CAP).

The primary focus broke into three segments:

  1. V3 RESTful API rollout
  2. Recent and future developments of the AssureSign Simple Setup UI
  3. Security enhancements

1. V3 API Rollout. RESTful Style.

Many of our CAP attendees manage their digital transaction and electronic signature needs through the AssureSign web-based portal or one of our out-of-box CRM integrations, while others utilize proprietary integrations built by leveraging our open APIs.

During CAP, we laid out the roadmap for AssureSign’s V3 RESTful API rollout. Not only do the V3 APIs provide new benefits to all AssureSign users, it enables the migration of coveted features from our Classic Interface to the new Simple Setup UI.

“We were extremely happy to learn about the options AssureSign offers Dynamics CRM and SharePoint [users], which are significantly better than options offered by other document signing providers. AssureSign’s feature set saves our sales team valuable time every day…”

Richard Bishop, IT System Administrator for Auric Energy.

2. Simple Setup UI

Since its 2017 inception, the drag-and-drop interface has become an AssureSign fan favorite, touting features like eSign via Text, custom email design use, and combined template/envelope view.

However, with the rollout of AssureSign’s V3 APIs, features previously exclusive to Classic Interface like bulk envelope sending and workflow customization will soon be available in our Simple Setup UI. In addition to migrated features, new offerings such as ePayments and conditional logic (if-then sequencing) are on the horizon.

“[The panel] provided an excellent opportunity for me to learn more about the AssureSign roadmap and future solution enhancements. I’m excited to collaborate on integrating [MagTek] payments with eSignature.”

Rodney Vesling, Vice President and General Manager of MagTek, Inc.

3. Security Enhancements

Wrapping up the CAP agenda was AssureSign’s CTO, Donald Kratt highlighting recent and soon to come security offerings. One of which being the native single sign on (SSO) mainframe built into Simple Setup.

When using our eSignature with single sign on, users immediately have access to all their AssureSign environments after a single login! What’s more, you can use preexisting Microsoft Logins to sign into AssureSign. Much like a one-click login after initially entering credentials to your Facebook or LinkedIn account, your username and password to Azure Active Directory (Azure AD), Live ID or other Microsoft account will grant you one-click access to AssureSign.

Another upcoming security enhancement to the AssureSign platform is the introduction of two-factor authentication for our eSign via Text feature, the only native electronic signature via SMS/text message offering in the industry. This lends an extra layer of security when verifying signers.

Read more about the AssureSign Customer Advisory Panel here.

Not only was AssureSign named a Microsoft Gold Partner in 2018, we were the only eSignature vendor to place as a Top 40 Most Innovative Company. Learn about how AssureSign pioneers innovation in the most recent independent Electronic Signature Software Report naming AssureSign a “Market Leader.”

Click to download the FeaturedCustomers' Customer Success Report for Fall 2019

Historically, December 20 has been a substantial day for the U.S.

1803: The Louisiana Purchase was completed.

1989: President George H.W. Bush authorized the invasion of Panama.

2018: The 21st Century Integrated Digital Experience Act was signed into law.

While the 21st Century Integrated Digital Experience Act (IDEA) may not be as well-known as its 1989 and 1803 predecessors, its impact on government trends and government technology is rather substantial.


What is it?

IDEA is a newly signed act that will accelerate the adoption of digital transformation and electronic signatures among federal agencies. It requires agencies to offer digital versions of all paper-based services and to accept electronic signatures from citizens. Per the Act, agencies are also mandated to modernize existing websites and create digital options for in-person services, when appropriate.

Under the 21st Century IDEA, these online resources executed through government technology must:

  1. Be accessible to all individuals with disabilities (over 25% of the American adult population)

  2. Have a consistent appearance across agency departments and entities

  3. Not duplicate outdated legacy websites

  4. Have a viable search method

  5. Use an industry standard and secure connection

  6. Be “designed around user needs with data-driven analysis influencing management and development decisions, using qualitative and quantitative data to determine user goals, needs, and behaviors, and continually test the website, web-based form, web-based application, or digital service to ensure that user needs are addressed.” 

  7. Allow end-user customization

  8. Be mobile friendly


IDEA also creates a set of minimum functionality and security standards that all federal agency websites and digital services must meet.


Why Now?

What government trends propelled the push for agencies to adopt government technology? The same trends and benefits that encourage AssureSign customers to adopt a digital transaction management and eSignature solution:  

  1. Improved performance and efficiency
  2. Less cost and time
  3. More business, faster

For franchises like Tropical Smoothie Café, AssureSign removes the need for manual oversight between franchisers and franchisees. Not only did they adopt the only eSignature technology that adjusts to federal franchising rules, Tropical Smoothie eliminated the hefty price tag of an outdated ‘print, send, receive, scan and store’ process.



What’s Next?

The legislation encourages federal agencies to integrate with a webform-based platform, similar to how Junior Achievement of Kansas City used AssureSign to create a webform experience for its volunteers.

Like JA of Kansas City, federal agencies will have digital access to the documents and can digitally retain their audit trails for the duration required. What’s more, volunteers of JA Kansas City can view necessary disclosures and sign required forms without ever leaving the webpage!

The 21st Century IDEA also calls for the user’s experience to be mobile friendly upon rollout in 2021. This provision is wise, as internet traffic sourcing from internet-enabled mobile devices has surpassed that of desktops/laptops. In fact, it’s for this reason that Captorra began using AssureSign’s eSign via Text Msg feature—the only electronic signature via SMS function native to an eSignature solution.

“Providing the electronic signature process on a consumer’s smartphone is invaluable,” said Chris O’Brien, President & CEO of Captorra. “Over 60 percent of our own deals are closed with AssureSign’s text to eSign feature. Both our customers and my own sales team agree… mobile eSign determines whether deals are won or lost.”

Learn more about how public agencies and private businesses meet federal mandates while garnering more business with AssureSign. Contact us today!

If your weekdays are busy enough in their own right (whose workday ends at “quitting hour” these days 🤷‍♂️)  you may have considered skipping this year’s beloved (or notorious) Valentine’s Day gestures!  Guess what. You’re not alone.  

According to the National Retail Federation, barely half of adults plan to celebrate the king of “Hallmark holidays” in 2019. Yet, while the cohort of never-Valentine-ers may view the romantic gestures as contrived or otherwise a waste of time, they’re not likely to be met with similar views espoused by their special someone.

According to Business Wire, a separate survey led by Groupon shows 70% of people in a relationship claiming that receiving a gift on Valentine’s Day is “very important,” while 60% of participants would give their partner an “F” for their V-Day efforts.

So, what to do? You could spring for a pricey bouquet and chocolate package from the corner florist, or you could opt to spread the love using a timeless (and free) commodity: words.


Use (type) Your Words

One idea espoused by suggests emailing a contractual agreement to their significant other (yes, really).

After quipping “if you came to Above the Law for dating advice, you’re doing it wrong,” the article throws some self-degrading jabs at the typical lawyer’s inability to reverberate romance. It ends by providing a contract template full of wittily twisted legal jargon, which you can email to your partner.  

While the legal blog is quick to suggest they’re devoid of sentiment savants, we think they’re definitely onto something…

Using words of affirmation has long been recognized as a way to display affection. However, considering the article was published in 2013, we’d suggest changing a core tenet of Above the Law’s advice. Instead of emailing your better half, try using the technology available in everyone’s back pocket… text messaging. After all, we find it hard to argue with a 98% read-rate!


11 Texts From the

Drawing a blank on what to send? After surfing the web, we picked 11 of our favorite sweet nothings—all 140 characters or less:


  1. “Thinking of you. Happy Valentine’s Day.”

  2. “It’s 2:14 What’s your Valentine’s Day Wish? I know what mine is…”

  3. “Will you be my Valentine?”

  4. “Roses are red. Violets are blue. A night out with my guy/gal, is long overdue.”

  5. “V-day? Try U + Me day! Hip-hip hooray!”

  6. “To the world you may be one person, but to me you are the world.”

  7. “I love you more than I did yesterday but not more than I will tomorrow.”

  8. “My world is brighter with you in it! Happy Valentine’s Day!”

  9. “Your voice is my favorite sound. Happy Valentine’s Day.”

  10. “Nobody’s perfect, but you’re so close it’s scary!”

  11. Sending a photo, or even a blank message can inspire a mysterious or fun conversation. Give it a go if nothing above fits your style!


Bet you didn’t think a simple text message could accomplished so much.


Turns out, leveraging the power—and rapidity—of text messaging can alleviate many of your personal and professional pains! Whether it’s sentimental shortcomings or securing the fastest legal signature possible for a time-sensitive deal, text messaging can work wonders (like it does for Captorra).

Long ago, we recognized the power of text message technology, which is why AssureSign released the only native eSign via text messaging feature on the market!  

Learn more about how eSign via Text can add some love (and speed) to your document and signature flow this Valentine’s Day

Click to try AssureSign electronic signature free for seven days!

When surveying a typical conference season, you’re unlikely to think of February as the gauntlet of its prime. Yet, in 2019, it’s the month of Saint Valentine that’s hosting one of the fastest growing tech-centered conferences in the U.S.

Setting up shop February 12-15 in San Francisco, California, IBM Think 2019 delves into the modern digital landscape while defining the transformations capable of redefining your go-to-market strategy. From high-level symposiums to tech skillset trainings, IBM Think will host a guided exploration of innovations in cloud computing, AI, data and analytics, automation and more!

Hundreds of scheduled seminars, sessions, labs, and interactive experiences culminate to a refreshingly unique experience for IBM Think 2019 patrons. We reviewed the IBM Think 2019 mainframe and collated the applauding reviews from 2018. In its recipe, we found four novel ingredients that gave us quite the appetite for Think:

1. Think Campus

For starters, the floorplan was carefully (and thoughtfully) designed with IBM Think-ers in mind. The floor is segmented into four technology factions, each containing solutions and digital products that speak to similar themes and use cases:

  • Security and Resiliency
  • Smarter Business Showcase
  • Data and AI
  • Cloud and Infrastructure

Contributing to these factions are the coined “Think Tanks” and “Theaters,” which IBM Think 2019 will have sprinkled throughout its Campus.

2. Think Tanks & Theaters

Think Tanks (we’re assuming the pun is intended) are where Think-ers can gather and discuss an array of tech topics that speak to similar themes like common pain points or use cases. Their purpose? To create a ‘hub’ of sorts where attendees can informally share and discuss similar experiences and reveal potential improvements to existing business strategies. We haven’t seen this concept implemented widely outside of IBM Think; however, we’re betting it’s another anecdote that fosters the IBM Think charm.

Contrasting the tanks are the IBM Think Theaters. Theaters are designed to host the more formal conference offerings, such as sessions or planned addresses. These patrons will attend a number of the IBM Think 2019 sessions, speeches, and other conference events.

3. Think Academy

The Think Academy is designed with experiential learning in mind, offering both hands on and self-paced laboratories. Leading the labs are subject matter experts, who can pair their own field experience with topics of interest or desirable industry skillsets. And, if you plan to attend IBM Think 2019, you can look forward to an array of subjects among available lab topics—from GDPR aligned initiatives to sharpening your coding skills.

4. Smarter Business Showcase   

The Smarter Business Showcase brings together the premiere tools and solutions with a demonstrated capacity to propel innovation and transformation. The Showcase is comprised of three separate areas, each highlighting different business cycles—1. Smart at Work: Stories of Business Transformation; 2. Expert Bar and Assessment Area; and 3. IBM Garage. The benefit of the Business Showcase is two-fold. Not only will you uncover the innovative technology and custom processes best aligned for your business, but also, too, the solutions most capable of executing it.

 Speaking of best-in-class solutions…

Read how AssureSign was recently designated a “Market Leader” by the leader of customer review platforms

Click to download the FeaturedCustomers' Customer Success Report for Fall 2019

With the New Year, businesses across the market—from law firms to insurance agencies to franchises—rejoice at new opportunities!

Yet, despite its timing, the most favorable (and profitable) outcomes don’t hinge on New Year’s resolutions, but high-tech solutions  that optimize and cultivate go-to-market strategies.

So, how do businesses achieving year-over-year success pull it off?

By defining hurdles that stymie business objectives and identifying strategies to eliminate them.

It may sound as easy as, say, sending a document for signature

… but, finding the solution best capable of implementing your digital strategy isn’t always so simple. That’s why successful  businesses uncover the most robust solutions by leveraging objective research and leading customer reference platforms like FeaturedCustomers.

The Customers Have Spoken… AssureSign is 2019’s Market Leader.

FeaturedCustomers most recent Customer Success Report for Electronic Signature Software designates AssureSign as a “Market Leader” alongside fellow industry pioneers DocuSign, HelloSign and AdobeSign.

Discover more testimonials and references in the AssureSign FeaturedCustomers Profile.

The report—while providing an exemplary answer to the “what is electronic signature” inquiry—juxtaposes 19 electronic signature and document management transaction (DTM) vendors. Contenders are analyzed based on large-scale customer success, industry thought leadership, and company size/growth, among other criteria.

The report then segments the eSign vendors into one of three categories:

AssureSign Named a Market Leader by FeaturedCustomersMarket Leader

Vendor with substantial customer base & market share. Leaders have the highest ratio of customer success content, content quality score, and social media presence relative to company size.

 Featured Customers Top Performer BadgeTop Performer

Vendor with significant market presence and resources and enough customer reference content to validate their vision. Top Performer’s products are highly rated by its customers but have not achieved the customer base and scale of a Leader.

Featured Customers Rising Star BadgeRising Star

Vendor that does not have the market presence of Market Leaders or Top Performers, but understands where the market is going and has disruptive technology. Rising Stars have been around long enough to establish momentum and a minimum amount of customer reference content along with a growing social presence.

Based on these standards, AssureSign was identified as an eSignature Market Leader.

In addition to showcasing some of our most valued customers—FireHouse Subs, Tropical Smoothie Café, the Jacksonville Jaguars, Bright House Networks and others—the report also highlights a few of our most notable success stories:

“With AssureSign, we are guaranteed payment for all reservations, reducing our cancellations by 75%, thus increasing our revenue by 15 percent.” (read the United Limousine & Charter Success Story here)

Brandon Jacobian | President, United Limousine & Charter

“AssureSign has one of the most helpful and customer-centric client services teams in the game, the response time is phenomenal; agents find an answer for us no matter what… these are simply the kind of people you want to do business with, period.” (read the UBC Success Story here)

Jason Doiron | Director of Product Management, United BioSource Corporation

Providing the electronic signature process on a consumer’s smartphone is invaluable. Over 60 percent of our own deals are closed with AssureSign’s text to eSign feature. Both our customers and my own sales team agree mobile eSign determines whether deals are won or lost.” (read the Captorra Success Story here)

Chris O’Brien | President & CEO, Captorra

“We’re able to secure sponsorships and purchases in a matter of hours instead of weeks. It dramatically improved [our] relationship [with] sponsors and purchasers.” (read the Dynamic Communities Success Story here)

Ashley Steiner | CRM Administrator, Dynamic Communities

Click to download the FeaturedCustomers' Customer Success Report for Fall 2019

Heading to Miami in January?

Visiting the southern-most metropolis means escaping the frigid temperatures and being able to attend one of the largest conferences for trial lawyers in the country!

Every year, thousands of class action lawyers from across the nation attend Trial Lawyers Summit, hosted by The National Trial Lawyers group. January 20-23, attendees will again have the opportunity to network and brush up on emerging trends in trial law.

Because we’re attending, we wanted to find the best opportunities awaiting at Trial Lawyers Summit… here’s three highlights you can’t miss:

1. “Actionable” Agenda

What stands out most about the Trial Lawyers Summit’s agenda is its executable material.

The workshops, sessions, and even keynote addresses have take-aways you can easily implement.

For example, the “Trial Skills from the Legends, Masters and Giants of Trial Law” session. Moderated by Mark Lanier and Howard Nations, the collection of eleven sessions provide “33 rules to bring your trial to another level” that “immerse each attendee into the inner-workings of the minds and mindsets of some of America’s renowned and successful courtroom advocates…”

Each individual session focuses on three rules—crafted by highly experienced lawyers and experts—for a given topic or element executed during a trial. Topics range from determining jurors, to preparing witnesses, to methods of cross-examination. The thirty-three rules discussed across all eleven sessions culminate to a full-scoped trial-winning strategy that attendees can enact as soon as their next case.

Another workshop with tangible take-aways is the “Expand Your Practice—Med Mal, Mass Torts, and Class Action!” workshop. Occurring on the last day of the Summit, this workshop offers an assortment of tools, rather than an infrastructure buildout. Attendees will be exposed to crucial  pillars of a trial law firm’s success, like leveraging the evolving digital media landscape… bringing us to the second “can’t miss” highlight:

Trial Lawyer can schedule demo ahead of the Trial Lawyers Summit in Miami January 20-23


2. Success = Digital Marketing Competence

Our newest addition to the AssureSign leadership team, Michelle Reape, director of marketing said it best…

Michelle Reape, Director of Marketing at AssureSign

“The amount of focus the Summit is placing on digital marketing and its vitality in maintaining a competitive edge is outstanding! Digital marketing has a huge impact on a business’s success. Seeing this level of appreciation and dedication outside the marketing domain is exceptional and a value-add to attendees.”

The Trial Lawyers Summit has an entire  workshop devoted to educating law partners, associates and staff on the elements of digital marketing and its importance in the legal sector.

Attendees will learn elements pertinent to SEO, pay per click, and ROI of leveraging consumer reviews.

And the focus on “digital” doesn’t stop at marketing…

3. Intakes and Conversions: A Digital Overhaul.

It’s critical for trial law firms to have a well-rounded and successful way of procuring business. When firms convert their existing intake/conversion process to a digital platform, they see a much greater return with less  effort.

We’ve seen firms double their business in half  the time after adopting emerging technology like AssureSign’s Text to Sign feature. Enabling prospects to sign documents on a phone diminishes onboarding to minutes–sometimes seconds–a utility that leads to more clients, faster!

Yet, many firms haven’t leveraged emerging SMS technology or digital intake/conversion solutions.

In the “Intake and Conversion: What You Don’t Know, You Don’t Know” session, attendees will experience panel and seminar style sessions that discuss why firms failing to embrace innovative methods of consumer consumption will ultimately falter in 2019.

Click to schedule a demo of AssureSign electronic signature today!

Dynamics 365 User Group, commonly known as D365UG, encompasses the largest base of professional Dynamics 365 users.

The group falls under the larger umbrella organization, Dynamic Communities, which aims to bring continued learning and networking opportunities to users of various tech stacks.

From Power Bi to AX to CRM, D365UG helps Dynamics users across the world come together by hosting the largest  user-generated Dynamics conference in the U.S. D365UG Summit.

As Dynamics CRM power users, we here at AssureSign always look for ways to streamline our go-to-market (GTM) strategy…which is why we look forward to the suite of D365 enhancements, technologies and apps showcased at D365UG’s CRMUG Summit!

It’s hard to pick favorites, but D365UG / CRMUG Summit never fails to offer up key takeaways that stand out.

Here’s our top three for 2018:

1. Automate and Grow Your GTM Service Strategy

CRMUG Summit kicked off with its annual keynote address hosted by James Phillips, Microsoft’s Corporate VP.

Incorporating solution demos across a variety of industries, James stressed the importance of being proactive—rather than reactive—in service strategies. To drive his point home, James offered an analogy, “it’s the difference between knowing when a snowmobile is going to break versus when it’s broken.”

Three new applications—Dynamics 365 AI for Marketing, AI for Sales and AI for Customer Service—form the data suite capable of evolving manual, disjointed workflows into an automated and proactive service structure.

Using AI for Marketing, your team can craft customer journeys unique to individual interests and what they’re in the market for. Synergic data from online chat bots, AI, social scaling applications and similar apps help marketeers “grade” leads and, eventually, qualify them.

When qualified, leads migrate seamlessly into the AI for Sales environment and are assigned to your team of sales representatives. Reps can utilize features like lead scoring and robust integrations like AssureSign’s 3-in-1 LinkedIn and Dynamics integration, which encompasses the power of LinkedIn Navigator and Dynamics CRM, to engage with prospects. The new app also provides analytics and metrics on employee performance—enabling sales managers to quickly identify pain points and challenges.

Whether coming directly from AI for Sales or another company source, leads and existing customers can be transferred to the AI for Customer Service environment in Dynamics. The lead or customer is immediately assigned a dedicated service engineer, who’s equipped with the digital tools necessary to service the case.

2. Optimize Operations. Empower Employees. 

Another business application unveiled at D365UG / CRMUG Summit is Dynamics 365 Remote Assist.

Remote Assist modernizes field operations by automating your entire front-to-back infrastructure, allowing your operations team capitalize on their time and resources.

Despite its myriad functions, the most attractive (and coolest) element of Remote Assist is its “mixed reality” experience. The HoloLens hardware allows your customers, retail associates and service engineers to video conference in a virtual, 3D reality.

One of its most helpful and impressive features? Users can see exactly  what their customers see, creating a rapid troubleshooting turnaround. After identifying the issue, you can live stream relevant instructions or other visual materials into the customer’s reality environment. How’s that for a futuristic touch?

3. Improve Product Knowledge

Microsoft is making it easier for users to increase product knowledge.

Azure, Office and Dynamics 365 users now have access to free resources like step-by-step tutorials, hands-on learning environments, coding sandboxes and more via Microsoft’s new learning platform, Microsoft Learn.

The platform involves learning paths and certifications that users can earn after successfully completing milestones and learning exams. Over 60+ hours of free learning await anyone choosing to visit the platform at

Discover how the AssureSign for Dynamics integration simplifies every touchpoint

Click to schedule a demo of AssureSign electronic signature today!