You need a document signed. Maybe it's a contract. A disclosure statement. It could be anything. You attach it to an email and send it to your client. Your client prints it out and completes it. They sign it, scan it, attach it to an email and send it back. You print it and give it to your admin team. They double enter the data back into your system and file it. What a horrendous waste of time.
For professional services and distribution companies, there are enough compliance and contract documents to kill a small rain forest.
Needless to say, electronic signature services like DocuSign and Adobe eSign have some huge benefits:
Electronic signature saves a ton of time for your clients
Because eSignature products integrate with your CRM, the document arrives with all customer information pre-populated. Clients don't need to fill in their name, company, products or services they're purchasing.
Filling out the document is lightning-quick with formatting options such as drop downs, check boxes and places to digitally sign with a mouse. Once the document is completed, your client hits send and it shoots it straight back.
Your documents come back perfect every time
There's nothing worse than having to send incomplete documents back to your client to add or correct information. Electronic documents are set up with validation rules to ensure that clients can't sign and send until key information is completed.
The data is saved up to your CRM automatically
All completed forms push to back into your CRM. This data is saved against the customer record and can be used for reporting. There's no need for admin teams to copy across paper data into your system.
It kicks in workflow
Once the document is returned, production workflow can be set in motion. For example, product or service options can assign tasks and approvals to the appropriate production or account service teams, or begin a customer onboarding process.
Preparing and signing documents is a part of doing business, but it doesn't have to be tedious. Digitising and automating this core business function improves the customer experience, saves administration time and streamlines the service delivery processes.
As Adobe eSign and Docusign partners, LavaBox can help your business convert core documents to electronic signature and integrate Salesforce CRM to deliver a seamless compliance experience.
It's easy for a CRM to become an expensive cloud-rolodex. CRM systems only deliver on their transformational potential when everyone from CEO to the sales floor are actually using the system in the right way. Below are the keys to getting everyone on the CRM bus from the outset:
Deciding which Salesforce Lightning edition to run with is a big decision. Your edition affects more than your organisation's monthly license costs and the features you have access to. It impacts the entire architecture of your system. That is, how your business's processes are brought to life on the Salesforce platform.