by Mike Walsh | Feb 21, 2019 | Blog, Salesforce-Apps-AppExchange
When you are working hard to bring in new business and close sales, the last thing you want is to hold up or even lose a deal because of issues or deals with your contract management software. While it is safe to say that most companies have switched to digital contract management systems, the question is, which one to choose? Why not look to the folks at DocuSign, one of the most trusted names in digital documents and e-signatures? SpringCM by DocuSign is a powerful workflow engine that allows you to standardize your business process and increase visibility.
Let work flow by automating the contract management process SpringCM (a DocuSign company) generates, automates and stores your documents and contracts, simplifying your business processes and making it easier for your customers to work with you.
Check it out here!
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.
by Mike Walsh | May 3, 2016 | Blog, Weekly Top 5
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!
For more information on DocuSign, check out this post, and don’t forget to reach out to CloudMyBiz to learn how implementing eSignatures can meet your business’s needs.
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.
by Mike Walsh | Jun 29, 2015 | Blog
July 7th, 2015 at 10:00am PT
Please join DocuSign and CloudMyBiz for an insightful review of today’s most pressing sales issues and the technology solutions in the financial services industry.
In this webinar you will:
- Learn the top sales solutions for the financial services industry
- Discover sales case studies in financial services
- See how the competition is closing more deals in less time
- Explore how DocuSign and CloudMyBiz is keeping business digital with DTM
CLICK HERE to join us!
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.
by Mike Walsh | Aug 8, 2014 | Blog, Salesforce-Apps-AppExchange
You’ve done your due diligence, your client is excited about your product, and all you need is a signature to close the deal and take home your commission. You thought the hard part was over, but now you have to chase down the client to print, sign, scan, email, fax, and your done deal is taking way more of your day than is reasonable. And once it comes back in, you’re going to have to attach the signed contract in Salesforce and email all the right people before you can really close anything out. There HAS to be an easier way to manage getting contracts signed with less effort for you. And there is with DocuSign!
DocuSign is the exclusive electronic signature solution used by Salesforce’s 3,000+ sales reps to close more deals faster. Now, 90% of contracts are signed the same day; 70% within the hour. DocuSign is easy – sign anytime, anywhere, on any device either in person or online remotely.
DocuSign plays nice with Conga Composer, Workflow Rules, and the full gamut of Salesforce tools. Check it out today!
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.
