Expert insights: Leveraging eSignatures within Salesforce

A few weeks ago we hosted an expert session “Signeasy for Salesforce”— To provide users with insights on how to best leverage our eSignature integration within Salesforce.

The webinar was hosted by our Global Head of Sales, Sameer Pant and the Head of Integrations, Vijaya Bhaskara Rao. If you missed it, you can watch the recording here.

In this blog, we will share a round-up of the most important takeaways from that expert session.

The rise of eSignatures

The pandemic sparked a paradigm shift, with several companies foregoing traditional tools to adopt modern-day solutions. Businesses across the world adapted to new tools, revised existing processes, and acclimated to a whole new world of remote working and digital transactions.

During this transition, one solution that gained immense popularity was eSignature platforms. Teams were not only able to improve sales contract conversions and productivity with the adoption of eSignature solutions, but they were also able to leverage eSignature capabilities with Salesforce and other business tools.

Impact of eSignature tools on modern sales teams

According to industry standards, it takes approximately 3 hours to get one single document signed. There is a lot of unproductive time spent creating and manually signing tons of documents. These stacks of documents most often end up requiring signatures at multiple places. More time is then spent sending, and storing sales contracts, fetching them for future reference, and chasing that single point of contact.

Misplaced paperwork, manual errors and a never-ending cycle of back and forth between parties are just a few of the problems of the age-old traditional signature workflow.

eSignatures revolutionized the sales game with the digitization of the manual document signing process. Sales processes were simplified, and operations became more efficient. Now, a sales rep needs to only pick an existing template with pre-populated data, set up signers and the signing order, and send the document for signing with a single click.

They can now also track the progress and status of the deal and find out where things are stuck (e.g. which signer is delaying things). Instead of chasing that single POC, they can directly communicate with and remind the person concerned. 

How can sales teams improve deal conversions

Salesforce combined with the power of eSignatures can be used for multiple use cases and are not just limited to sales documents and agreements. They can also be used for accepting sales compensations, confirming, onboarding and training new hires, tracking expense receipts, and more.

Productive sales cycles

Sales reps can pick up pre-populated documents directly from their individual Salesforce login. They don’t have to waste time finding it or chase the legal team to give them the latest version. It will be available, prefilled and auto-populated for them to quickly send out, thus avoiding instances when older versions get signed. This vastly improves productivity and helps manage the sales cycle better. 

Efficient document workflows

Every sales rep can identify with the pain of dealing with a single POC. All one can do is send the contract and, and be on top of them to chase multiple people in their organization that need to sign and review it. But with the introduction of eSignatures within Salesforce, a sales rep can send the document, add the signers and define the signing order (e.g., the contract first goes to the IT department and then the CFO or the VP of Sales etc. to be reviewed and signed). 

Informed selling

It also allows them to be on top of their sales cycle and, depending on the product or service, by observing the data available. This also helps the sales team sell and position the product/ service better. This information also helps improve the selling process during the demo, decision-making, and negotiation stages.

Improved customer relationships

eSignatures also help in maintaining more amicable relationships with customers. Usually, a sales rep gets so frustrated during the traditional document signing process and with all the chasing, and follow-ups ruining relationships, the automated system-generated reminders make for a very neat trick.

Reps can now track the status of the document right from the opportunity level, see the signing order, see who has viewed it, signed it and where it is stuck. Depending on the title, and persona of the signer on whom the document is stuck, the rep can intervene without multiple follow-up emails and forecast meetings.

There is no awkward following-up; businesses can have a nicer sales relationship with their customers, and the sales team can meet their quarterly targets without last-minute panic-induced frenzies.

Leveraging the power of easy within Salesforce  

Signeasy’s ease of use and Salesforce’s efficiency make it the perfect integrated toolkit for sales teams across the globe.  Keeping in mind our philosophy of providing eSignature solutions that are easy to use, easy to set up and easy to do business with, the team at Signeasy built a truly native interface for customers to use within Salesforce. 

Signeasy for Salesforce—A native eSignature workflow purpose-built for high-growth sales teams

Signeasy makes it easier than ever for sales teams to execute contracts and close deals faster, without having to leave the Salesforce platform.

Easy to set up 

Signeasy can be set up in 3 simple steps. 

1. Launch App Exchange on Salesforce and install Signeasy
2. Choose your environment (Production or Sandbox)
3. Link your Signeasy account with Salesforce and roll it out to your team.

This process is highly intuitive and easy to implement, requiring almost zero assistance from the dedicated customer support team at Signeasy. 

For more information, users can check out Signeasy’s Help section dedicated to their Salesforce integration here.

Easy to use

Sales reps can now set up document templates within Salesforce and roll them out to large customer groups for signing in a matter of minutes. Here are a few ways a user can unleash Signeasy’s capabilities within Salesforce:
1. Upload a template or use an original (Signeasy template), create template maps, and merge  information from Salesforce into their documents.

2. Add signers and set the signing order, send a document and/ or envelopes (containing multiple documents) across to customers quickly to sign natively within Salesforce.

3. Ensure that only the latest document version is sent ahead for eSignature, nudge signers via automated reminders and track the status of the opportunity within Salesforce.

Easy to buy

While there are many eSignature integrations available in the market, customer reviews point out that the complex nature of setting it up, rolling it out and usage is daunting for sales teams to adopt.

Signeasy offers a native e-signature workflow for Salesforce users with highly reliable support and transparent pricing that doesn’t break the bank. 

Why businesses choose Signeasy 

More than  43,000 businesses worldwide ranging from industries like BFSI, healthcare, medical services, engineering and construction, technology are already using Signeasy’s enterprise-grade eSignature solutions. Apart from Salesforce, Signeasy has a host of integrations with popular business tools such as Outlook, Microsoft Teams, Google Workspace, and more to allow seamless workflows.

To get Signeasy for Salesforce, start your 14-day free Business Trial today (For participants of the webinar, Signeasy has extended the trial period to 30 days) without a credit card. Each Business Trial has three licenses for teams to collaborate on, usually the salesforce administrator, a sales rep, and a sales manager. During the trial period, users can sign unlimited documents on any device and from anywhere.

Users can also enjoy a personalized onboarding experience with Signeasy’s dedicated account managers and customer support team.

To experience the power of easy eSignatures in Salesforce, download Signeasy on AppExchange today!