Sales technology aims to build meaningful relationships between salespeople and customers. The diagram illustrates the complete sales process—from prospecting to closing a deal. It also highlights the specific sales tools used at each stage, such as HubSpot for prospecting, Clari for conversation intelligence, and Signeasy for contract management.
We’ll explore how integrating Signeasy can overcome common challenges in sealing deals.
There are three main reasons companies lose potential leads:
Sales Limbo: Delays in sending contracts can decelerate the sales process.Contract Uncertainty : Once sent, the contract status is often unclear.Stalker Syndrome: Excessive follow-ups can occur without gaining any clear feedback.The Signeasy add-on for HubSpot easily addresses these issues.
It enhances sales efficiency by allowing users to create contract templates, pull up and send contracts for immediate signing, and track the entire contract lifecycle. It also features automated reminders for pending signatures and instant notifications upon contract completion. This functionality speeds up the sales process, clarifies contract status, and reduces unnecessary follow-ups. Sangeetha S , our Senior Product Marketing Manager at Signeasy, sat down with Vivek Khandelwal , founder of iZooto, to explore innovative solutions that optimize sales processes and help them turn ghosted leads into closed deals quickly.
Vivek Khandelwal is the founder of iZooto , an owned audience marketing platform that uses web push notifications as a channel to help media publishers and retailers own, build, and engage with their audience.
The conversation spilled insights about his experiences and ideas for incorporating Signeasy’s HubSpot add-on to enhance sales efficiency and customer engagement.
Let’s take a quick look at the conversation’s progress!
Q: How were contracts managed at iZooto before you heard about Signeasy’s add-on for HubSpot? Vivek Khandelwal: Our publishers’ contracts form a crucial part of our sales cycle. This process frustrated me until I discovered the easy integration with Hubspot. Let me explain how we used to handle contracts at iZooto.
Once a prospect indicated readiness to sign on the line, we immediately sent their email ID and name to our legal team. The legal team would request additional details, such as the signing authority and the company name. After receiving the necessary information, our legal team will send the contract to the prospect.
Our CEO, my co-founder Neil Kothari , would oversee this process. After sending the contract, the legal team would cease communication, and we had no visibility on whether the contract had been signed.
Neil, being the signing authority, knew the status of each contract. He would occasionally inform the sales reps, but expecting regular updates from him was unreasonable due to his heavy workload.
This method remained standard until Signeasy introduced an exciting Hubspot integration. Intrigued by the possibility of enhancing our process, I eagerly tried out the integration.
The new system allowed our sales reps to send contracts directly from the CRM, providing complete visibility of where each contract stood. They could also engage the finance team (internal stakeholders) to secure necessary approvals. This transparency dramatically improved our process.
Typically, an account executive at iZooto would close between ten to twelve mid-market deals each month, valued between $10,000 to $20,000. We operate in markets sensitive to seasonal fluctuations, such as the Middle East, where business slows down at certain times of the year. Europe exhibits a similar slowdown during summer as people go on holiday and spend time with their families, which affects sales activities.
The visibility of contract statuses became crucial, especially when contracts were signed in the last week of the month. Previously, our sales reps often contacted our legal team in frustration over the lack of updates, feeling disempowered. This visibility has significantly impacted their ability to meet quotas, highlighting the importance of this integration in our sales operations.
Q: Could you share your initial impressions of the Signeasy add-on for HubSpot? Vivek Khandelwal: My initial impression was that there had to be more to this. It’s really fast and simple. My sales team would spend at least an hour getting the contract into someone’s inbox. Then they would spend, give or take, another hour over seven days just to gain visibility and confirmation before they could high-five me to say they had signed a contract or closed a customer. In our case, you can’t say that a deal is closed unless someone has signed the contract.
The fact that this all happened in just a few clicks was a big aha moment for me personally. At that moment, I decided we would shift away from DocuSign and move to this much easier, better, faster platform.
I know it sounds a bit cheeky to say “easier, faster, better,” as pretty much every SaaS product out there claims, but I think this is where deeper, native integrations like these start making a difference in the customer’s life.
Q: How has the Signeasy add-on impacted the sales process at iZooto? Also, in what ways do you think the add-on enhances sales agility? Vivek Khandelwal: It has been transformative. It indeed seems so obvious that you feel incompetent for having followed the old way for so long. And that’s when you begin using phrases like, “Oh yeah, long before, back in the days, we used to follow this way of signing contracts,” versus what we have now. That’s been our experience with this integration.
As long as those leading customer conversations, for example, customer success managers trying to upsell into existing contracts, can gain visibility into the contract process and then share that visibility with the VP of Sales or the VP of Sales Operations, it makes a significant difference.
I can’t tell you how many sales reviews I have attended or seen other founders attend where the sales rep must call the legal department immediately to get a status check on the deal. It’s 2023; we live in a world of open AI, ChatGPT, and AGI agents. No one should need to chase people on phone calls to get a status check on a contract.
It’s just a simpler, easier experience that allows you to focus on your core job, which is to win more customers and build great relationships.
Key Takeaways The conversation highlighted several key takeaways that are valuable for understanding how technology, particularly Signeasy’s integration with HubSpot, can improve sales processes and business operations:
Integrating sales technologies like HubSpot, Clari, and Signeasy streamline the sales process, from prospecting to closing deals. Signeasy helps overcome common challenges in the sales process, such as contract sending delays, unclear contract status, and excessive follow-ups without action. This is achieved through features like using contract templates to prepare contracts faster and tracking the entire contract lifecycle with real-time visibility. The integration of Signeasy with HubSpot enhances sales efficiency and customer engagement by providing automated reminders, instant notifications upon contract completion, and complete visibility of contract statuses—all within HubSpot. Vivek Khandelwal, founder of iZooto, shared insights on how the integration of Signeasy with HubSpot transformed their sales process. Before the integration, their sales and legal teams faced challenges with visibility and communication regarding contract statuses. The new system provides transparency and has dramatically improved their operations. Vivek expressed a strong preference for Signeasy over DocuSign, citing the simplicity, speed, and effectiveness of the Signeasy add-on, which has led to a significant improvement in their contract management and overall sales agility. 
