by Mike Walsh | Dec 13, 2019 | Blog, Salesforce-Apps-AppExchange
A fully featured billing, contracting and payments app can be hard to come by. The Sertifi Billing for Salesforce app gives you just about everything you could want, from eSignature and payment capture, to collaboration and markup features. It has helped companies increase revenue and increase worker productivity, which is a great benefit of any app that also gets you paid.
Sertifi helps businesses around the world to finalize their agreements securely, efficiently, and conveniently.
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 | 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.