CRM is the command and control center for sales teams, so it’s no surprise that 91 percent of companies with 10 or more employees use one. However, only 18 percent of a salesperson’s time is spent inside the CRM, while 63 percent of their time is spent on activities other than selling. Things like following antiquated workflows or toggling between various sales tech apps can really eat into your time. What sales teams really need are sales automation tools that are available natively inside their preferred CRM.
At Signeasy, we know that it takes a whole lot of effort and involvement to close a sales deal. We want to empower sales teams around the world to focus on meaningful work and get things done without having to leave their CRM. And you can’t say CRM without mentioning Salesforce, which is still the most-loved CRM for sales professionals around the world.
For all these reasons and more, we’re excited to announce Signeasy for Salesforce: a native eSignature workflow purpose-built for high-growth sales teams. Our Salesforce integration eliminates tedious, manual processes by automating your contract and document workflows so that your sales teams can focus on closing deals.
Signeasy for Salesforce offers a native experience with widgets that seamlessly integrate with Salesforce objects and pages.
With Signeasy for Salesforce, you can set up templates for frequently used contracts and agreements. This eliminates errors by automatically merging saved data from Salesforce objects to your contracts, invoices, agreements, etc. You will also greatly reduce contract turnaround times and close deals faster, especially as a high-growth sales team that handles many deals with shorter sales cycles.
eSignatures powered by Signeasy are compliant with the ESIGN Act, eIDAS, and recognized globally. Signeasy is also SOC 2 and HIPAA compliant. Our Salesforce integration ensures signed documents – along with the associated audit trail – are automatically saved to the relevant opportunity, contact, and other objects in Salesforce.
What truly differentiates Signeasy’s Salesforce integration from the rest is how easy it is to set up, use, and buy. When we say “easy,” we really mean it!
Business Plan users can get started with our Salesforce integration today! Head to the App Exchange to get the Signeasy app, or reach out to your account manager for help getting started.
If you’re new to Signeasy and want to explore how eSignatures can supercharge your business, why not start with a 14-day free trial?