Sales professionals are under quite a bit of pressure on a daily basis. They have a growing roster of clients to manage, a variety of different KPIs to monitor, sales goals to hit, and a stack of paperwork to keep organized and up-to-date.
As if that wasn’t enough, the widespread worker shortage that’s currently unfolding means sales professionals may also be picking up slack in other areas. For all of these reasons and more, there’s never been a better time to start digitizing admin and menial tasks.
Not sure where to start? One of the easiest processes to bring online is paperwork, and more specifically, collecting signatures.
The most important moment of a salesperson’s deal flow is when their client signs on the dotted line. This step represents the closing of an agreement – crossing the finish line!
So, if getting a contract signed, sealed, and delivered is the most game-changing step in the process, shouldn’t it be the easiest one too? Many small- and medium-sized businesses are still using pen and paper, but as business becomes more remote and dispersed, chasing after a wet-ink signature is becoming borderline impossible.
Coordinating document signing flows without a centralized hub is a huge pain for sales professionals. It requires juggling countless email threads, following up manually, saving and downloading signed PDFs to your local drive, organizing individual files … headaches all around. What’s more, all of these micro-steps can significantly delay the closing process.
Use eSignatures to permanently remove bottlenecks and streamline the process from A to Z: our signature requests are sent directly to your clients’ inboxes, with a link that drops them directly into our interface (even if they don’t have an account). Then, all that’s left to do is add their signature, and the job will be done.
With Signeasy’s simple and intuitive dashboard, salespeople can get a quick snapshot of everything on their plate: pending signature requests for clients, completed requests, requests pending on them, and more. It’s also incredibly easy to send reminders to lagging signers with a single click, instead of navigating to your email and tacking yet another message onto your existing thread.
We said it once, and we’ll say it again: achieving a shorter sales cycle is a huge leg-up for sales professionals, and Signeasy offers a number of high-performance features that help cut down on needless errors.
Templates, one of our most popular features, allow users to create and share pre-made templates of frequently used documents. For example, if you’re constantly sending out a specific type of contract, you can add all of the necessary fields to the original doc and define the signing roles. The next time you need to send the document for signature, select that template and enter your client’s information. Done.
Document fields are equally useful for avoiding omissions that can delay the closing process. Fields allow you to indicate exactly where signers are required to input information like their name, signature, and date, so they’ll never accidentally skip one again.
Even in a pre-pandemic world, sales professionals were always on the move and therefore constantly working on the go. These days, remote work has taken on a whole new meaning, and digitized processes have kept business rolling around the world.
With Signeasy’s mobile app, you can leverage all of our features and eSigning capabilities from anywhere in the world, at any time. So whether you’re working from home, logging in from a beach chair, or collecting signatures on-site at a client’s office, our mobile-first experience makes getting the job done a breeze.
Signeasy is designed to work wherever you work – and we know that the right integration can take your deal flow from cumbersome to carefree.
Key integrations with popular productivity apps like Salesforce, Google Workspace, and Microsoft Teams give users the ability to request signatures, sign documents, and track document status from within their favorite apps, instead of toggling between countless windows. Friction reduction at its finest.
Ready to take Signeasy for a spin? Start your 14-day free trial today to discover how eSignatures can lighten your load, simplify your tracking processes, and transform your deal flow.