In the world of system improvements, there are very few things you can do in a short period of time with a minimal investment and see immediate and notable results. Implementing an eSignature solution such as DocuSign is just that kind of improvement! In our first installment of this new weekly blog, let me tell you how implementing eSignatures will make you more money fast!
- Documents get signed faster – Salesforce reports 90% same day signatures, and 70% within the hour!
- Documents are automatically generated – using templates, your applications, contracts, and anything else are ready to go, reducing human error and letting your sales team spend their time doing what they do best!
- Automatic follow-ups – by configuring automatic follow-ups, your team can keep selling while the system follows up on unsigned documents!
- Instant updates – when a document comes back signed, your team can be notified instantly, allowing them to move quickly on hot business and close deals faster!
- Fully integrated with Salesforce – not only can documents be generated and sent instantly from within Salesforce, if your clients make changes to fields you specify, such as updating their phone number, adding their social security number, or correcting the spelling of their name, those updates will be automatically made within the system, saving you more time and further reducing the chance of errors!
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.