Digital signature integration through a CRM platform
Iona, Michalis (2023)
Julkaisun pysyvä osoite on
https://urn.fi/URN:NBN:fi:amk-2023060822782
https://urn.fi/URN:NBN:fi:amk-2023060822782
Tiivistelmä
Digital signatures have become a new way to validate agreements and an essential feature in improving the sales process through the CRM platform. With this type of signature, a much more verified and authentic signature is possible in the sales process workflow.
This thesis aimed to integrate a digital signature function in the commissioning company's current customer relationship platform, resulting in a much more efficient sales process concerning signing new agreements or renewals. To finalise and complete the thesis, it was necessary to identify and research all digital signature providers who could meet the company's needs of all stakeholder specifications. Each provider was tested to ensure that all specifications gathered from stakeholders meet the requirements.
This thesis introduces all the necessary information regarding integrating the digital signature functionality in the CRM platform in a secure, legal, and knowledgeable manner. It also shows the algorithmic process of a digital signature and a descriptive analysis of the platform itself.
This result provides a working feature in the commissioner sandbox environment of the CRM with all specifications from the stakeholder achieved. The project's main objective was the research, testing and integration of all providers in the commissioner sandbox, with the commissioner production platform integration and user training yet to be completed.
This thesis aimed to integrate a digital signature function in the commissioning company's current customer relationship platform, resulting in a much more efficient sales process concerning signing new agreements or renewals. To finalise and complete the thesis, it was necessary to identify and research all digital signature providers who could meet the company's needs of all stakeholder specifications. Each provider was tested to ensure that all specifications gathered from stakeholders meet the requirements.
This thesis introduces all the necessary information regarding integrating the digital signature functionality in the CRM platform in a secure, legal, and knowledgeable manner. It also shows the algorithmic process of a digital signature and a descriptive analysis of the platform itself.
This result provides a working feature in the commissioner sandbox environment of the CRM with all specifications from the stakeholder achieved. The project's main objective was the research, testing and integration of all providers in the commissioner sandbox, with the commissioner production platform integration and user training yet to be completed.