Can I Set Up eSign in CRM

Every step ??? Okay - Here is every small step in the chronological order Hope it helps - The Sure Steps - 1. Figure out what change you want to make in the world. Nothing else matters and you should not even be beginning a company until you know the change you are passionate about making, personally and professionally. 2. Begin researching the industry and your competitors. 3. Determine how to create your product. 4. Talk to potential customers and users for feedback. 5. Come up with a name for your company and product. 6. Build your pitch deck. This is particularly important if you need to raise funding. 7. Create pro forma financial projections. These should show the next 3-5 years, and include a pro forma income statement and a pro forma cash flow statement and balance sheet. 8. Determine how much capital is necessary to get to cash flow positive by calculating your cash flow breakeven point. 9. Get feedback on the pitch deck from your mentors, advisors, friends, and family. 10. Find a cofounder, if needed, whose skills complement your own and can help you achieve more. 11. Select a quality corporate law firm in your area when you are ready to incorporate and get some legal advice. 12. Incorporate and obtain an Employer Identification Number from the IRS 13. Open your company bank account. 14. Talk to your attorney about whether you should make an 83b election. These are often important in signNowly reducing your taxes in a very legal way by paying your taxes upfront when you start a company. 15. Build a basic product prototype or Minimum Viable Product(MVP), a term coined by Eric Ries which has become very common in startup circles over the past couple of years. 16. Create employee agreements for everyone 17. Create confidentiality agreements for everyone, both employees and contractors, from the beginning. 18. Hold your initial Board of Directors meeting, which could just be with yourself or maybe two board members that you appoint. 19. Create your Restricted Stock Unit (RSU) plan and/or your stock options plan that enable you to provide equity ownership and incentives to your employees to gain ownership in the company over time. Often you want to vest those options over a period of four to five years. 20. Issue your stock certificates to yourself and to your initial founding team. 21. Fund your bank account with the initial capital contribution either coming from yourself, friends or family, or peer-to-peer lending organizations like Fundable or Kickstarter. 22. Determine whether you need outside capital to start. 23. Raise any initial capital you need. 24. Get a company debit card and credit card and apply for a corporate credit line if you need to. 25. Set up your accounting software and begin putting in your chart of accounts. 26. Select your payroll provider so you can actually pay your employees. 27. Consider trademarking the names of your company and product. This is something to discuss with your lawyer. 28. Design your logo. 29. Create some business cards. 30. Find office space to work out of (if you need to.) 31. Furnish your office. 32. Purchase any software or hardware you need. 33. Get Internet access set up, which is obviously critical in a tech company. 34. Obtain a Universal Product Code (UPC) if your product is going to be sold in stores. 35. Design any labeling and packaging if needed. 36. Finish your initial alpha/prototype product and bring it to market regardless of whether it’s a tangible product or an intangible software good. 37. Get initial user and customer feedback. 38. Order your initial inventory, if needed. 39. Register your domain name 40. Design your company website. 41. Install a tracking tool like Google Analytics on your website 42. Add a shopping cart if you choose to pursue e-commerce. 43. Get a merchant account if you want to accept credit cards. 44. Sign up for an email list tool like iContact or MailChimp. 45. Optimize your website for the search engines by adding content or adding a blog and getting other websites to link to you. 46. Install a Customer Relations Management (CRM) system—a tool that can track your customer base and the interactions you have with your customers and users. 47. Hire your initial staff to be able to begin your operations. 48. Create your company values and mission statement 49. Announce your product launch to the local media. 50. Hold your launch event and start selling. Those are the first 50 steps to being ready to sell your product. The next 50 steps are all about once you start selling, how you can build your business to your first million dollars in sales. 51. Hire a team to fulfill your orders and provide customer service. 52. Start an affiliate program or distributor program, which enables you to get other people to sell your product for you for a percentage of the sale. 53. Recruit affiliates and distributors. 54. Set up an ad tracking system so you can track your advertising and the results, conversion rates, and cost per lead. 55. Try different online advertising techniques like cost-per-click advertising with a small test budget. 56. Get some results for that advertising. 57. Optimize and scale it as needed. 58. Determine the cost of acquisition per lead for each channel. 59. Determine the conversion rate for each channel. Then you can combine those to determine the customer acquisition cost by channel. 60. Calculate the lifetime value (LTV) of a customer. Once you know that, you’ll know how much you can spend to acquire a new customer, which is critical to being able to scale your business’s marketing scientifically. If you can combine great storytelling with scientific marketing and trackable channels, you can rapidly grow your sales. 61. Test your marketing and advertising with a bigger budget now that you know your LTV. 62. Test social advertising and display ads, and calculate the return on investment. 63. Scale your advertising up until the marginal cost of customer acquisition is equal to the marginal return from that customer acquired. 64. Optimize your advertising to bring down your customer acquisition cost. 65. Collect testimonials and use cases from those customers and perhaps even build a few PDF case studies. 66. Create social word of mouth for your product, using a tool like HootSuite to manage what’s being said in the media about you, your product, and your brand. 67. Create a YouTube video promoting your product. 68. Attend an industry trade show or conference. 69. Consider selling your product in bulk at wholesale to get more sales and initial brand awareness. 70. Bring on a bookkeeper to automate your accounting system so you can stop doing it yourself now that you may have started to have some real revenues. 71. Create an employee directory, once you get beyond a handful of employees. 72. Begin reviewing your profit and loss (or your income statement) and your balance sheet monthly. 73. Compare your initial forecast with actual results. Take the budget that you created before you began and compare that initial pro forma forecast with your actual profit and loss results. Compare the deltas and talk about them as you create your next iteration of your budget. Eventually you’ll begin creating budgets annually and locking in those budgets and calling those the plan, and then comparing actual results on a monthly basis against your annual board-approved plan. 74. Hire your first salesperson. 75. Create a sales compensation plan that enables you to pay someone either on a percentage of sales basis or based on the units they deliver by converting customers or up-selling customers. 76. Set up a company healthcare program and other benefits for your employees. 77. Establish your vacation policy. 78. Test offline advertising carefully. You’ll want to put some toes in the water around offline advertising like direct mail or maybe local radio, and begin to test and get results and determine if it works for you. It takes a lot of testing to make your offline advertising scale. 79. Create an online wiki or intranet for your company where you can keep track of your processes. 80. Create a digital company handbook that can be edited and improved by your employees, like a Wikipedia article. 81. Open up a credit line with your bank. The best time to go after funding is when you don’t need it. If things are going well, go ahead and open that credit line. 82. Create an offsite work policy. Some of your employees may want to work remotely. Generally, as long as they’re getting their work done and are able to show up to the meetings you do have, which should be pretty minimal initially, you should be able to enable them to work offsite a couple days a week. 83. Once you can show that $1 in means $4 in revenue, raise capital.Until then, bootstrap as much as you can. Only raise your initial round of capital once you have a mathematical model for scalability, then go out and raise a true series A round of funding if you choose. 84. Create a list of firms from which to raise initial growth funding. 85. Update your pitch deck with the new data, new mentors, and new team members. 86. Build relationships with industry bloggers and different people in the media. 87. Seek product reviews. 88. Hire an Executive Assistant (EA) or an office manager to manage your schedule and the business’s day-to-day tasks. 89. Hold your first company retreat. 90. Take customer feedback and improve your product. You will want to create a product management process to incorporate customer feedback on an ongoing basis. Use this process to take your initial alpha, turn it into a beta, and then turn it into a general release, incrementally improving as you go. 91. Get connected to investors through people you know. 92. Have initial get-to-know-you meetings for investor feedbackabout six to nine months before you’re ready to raise capital. 93. Under-promise and over-deliver on your financial and milestone results for the next 90 days. 94. Determine how much capital to raise. A good rule of thumb is to raise at least twice as much as you’re going to need for the next one year of operations. 95. Return to the firms you like for partner presentations. 96. Do 20 partner presentations in 1-2 weeks. You need to have a disciplined, tight process for this. 97. Get at least two term sheets. 98. Negotiate and sign a term sheet. 99. Complete all the diligence requests that come to you 100. Close on your investment capital. Make sure the wire hits your bank account. Now it’s time to grow and scale a real company. The hard work now begins

Disclaimer: we do not work at Zoho. We are Freelensia, an online platform that connects freelance interpreters and companies looking for short-term interpretation for meetings, seminars and exhibitions. Our moto is interpreters anywhere, anytime, for any language. If you are interested, please visit us at https://www.freelensia.com.We are a previous user of Google’s corporate mail and currently are using Zoho Mail. Please see the screenshot below:The interface is very much like Gmail. We had some trouble visually in the beginning because it is so overwhelming (the view seems more cluttered than Gmail). But we later appreciate very much because it is a lot more powerful. For example, you can tag people in your organization in a specific mail instead of forwarding the e-mail.A big plus is that you will be able to integrate with a entire suite of Zoho products: forms, campaigns, CRM etc. Some of these products do not exist for Google or is a lot better.A drawback of Zoho Mail is that you do not have all the cool labs of Google. Setting up signatures is a bit difficult. Canned responses do not exist. There may be some font issues if you are writing e-mails in non-alphabetic languages.The coolest thing is that their basic plan is free forever up to 15 e-mail addresses. I don't think there are many e-mail services out there that offer this level of flexibility for early startups.If you are interested, please use the link below to sign up. We will both receive 5 more free e-mail address slots from this invite. It is completely and forever free as long as you are below the limit for number of users. No trial, no credit card input, etc.EDIT: The limit is now 25 users + 5 free users from our referral linkLet me know if you have issues setting up!https://zm4.bz/7M01kkXa

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Agreed.no problem to setup different conversions for different campaigns.I like to create goal within Google Analytics and import them.From Google“Tip: Track multiple kinds of conversionsDo you want to track multiple kinds of conversions from the list above? Just set up a different conversion action for each type of conversion you want to track. For example, you can set up one conversion action to track purchases on your website, and another to track calls from your ads.You can also set up multiple conversion actions for each conversion source. For example, say you want to track two different actions on your website: purchases and newsletter sign-ups. You’d set up two conversion actions: one for the purchases and one for sign-ups.If you’re tracking multiple conversion actions, you might want to use the “Include in ‘Conversions’” setting to choose which conversions to include in your “Conversions” reporting column. “[1]Footnotes[1] Set up conversion tracking

Ideally, when looking to implement a new CRM in your business, I would first aim to remove all ambiguity in the needs and expectations before implementing, or even before choosing a CRM provider.Practically every CRM software will provide a free trial period for new users, so use this opportunity to test what fits best for you & your business needs.So first and foremost, it’s vital to establish a clear business case, defining specific and measurable goals. These may include areas like streamlining sales and marketing or automating tasks and workflows to increase productivity.A good place to start is with an internal review to see what are your pain points & what problem(s) are you wanting to solve by implementing a CRM?What do you need from your CRM & what are your expectations?If you’re unsure, these 3 questions may help in ensuring you get the right CRM for your business;What are your pain points?What problems would you like your CRM to solve?What value do you want it to add? (monetary, time-saving, client engagement, all?)As mentioned, practically every CRM software will provide a free trial period for new users, so use this opportunity to test what fits best for you & your business needs.This is also an ideal way to boost user adoption & team buy-in. Get as many people in your team to join you on the trail as you can. Ensure that those who will be using the CRM on a daily basis are involved in the decision process.One of the major problems in implementing CRM is that many organizations assume it to be an IT project. But you’re better off asking those who’ll be using it the most to provide you with their feedback.What are the pain points for the sales team?What features do the Marketing or Customer Success team need?Do they like the UX?Is it intuitive?A CRM that can meet the majority of your business requirements, and is not a chore for your team to use, will likely mean a greater user adoption and ultimately, a better ROI.As far which CRM is best, I’d say that’s entirely dependent on you, the user’s needs, as well as the type of business you’re running or industry you’re in.Is your business B2B or B2C? Do you target specific industries or verticals?Some CRM’s are ideally suited for specific industries, so this may help in narrowing your choices, rather than spending time trying to mould the system - there may be an ideal fit already available.In terms of features & functionality for CRM’s, it’s good practice to think of or prepare a list of;Must HavesNice to Have’sa Wish ListOnce you have those defined, you can narrow the field based on UX, intuitiveness, cost etc. This will also allow you to test or check for any available integrations with your existing software(s).Answers to the above will enable you to select the best platform for you.Whichever platform you choose, it should be flexible enough to mould around your business processes & needs - not the other way around.Also worth checking, can the CRM platform you choose scale with you as your business grows or will it suddenly become much more expensive as you add users or features? Free options may be great to get started with, but may suddenly become that much more expensive as you & your business grows.If you’re looking for a cloud-based, sales automation platform that’s easy to use, I’d recommend Livespace.Livespace is a next-gen, process-focused CRM with task & sales automation, drip email capability and over 70 available integrations - ideally suited for SME’s looking to grow.Some key Features include:Contact Management, inc. tagging / grouping (both person & company)Instant Grab from LinkedIn / Gmail contacts via Chrome ExtensionSales Pipeline Management (kanban board)Multiple Sales ProcessesDrip Email AutomationEmail TrackingSales & Revenue ForecastingHistorical Data from Past Purchases (company & person profile)Team Balanced Scorecard & KPI’sMobile / Tablet App (iOS & Android)Open API / Numerous Integrations / PieSync 2-way mirroringI hope this helped!If it did, please leave an upvote so it signNowes more readers. If it didn't, feel free to leave me a comment & tell me how I could have provided more help or value.**Disclaimer** I work with Livespace CRM & would be happy to connect with you to further discuss how or where we may be of assistance.

I’ve noticed that a lot of people have asked this question in various ways and, through research and experience, I’ve found out why.Quora API can find your profile details from your existing accounts like Google, Facebook and/or other places and automatically make you an account on Quora without you ever consenting to it or realizing it.When you finally ‘join’ Quora officially, you log in to an account that was probably made ages before you even actually joined.It is likely that you searched up something on a search engine that associated to Quora somehow and you logged in with one of your social media accounts, generally speaking, Facebook.Many of Quora’s website traffic is from people searching things on the internet and to find answers, looked in Quora.To disconnect social media accounts that have connected, you can go to Your profile picture > Settings from the drop down menu > Account from the side menu > and scroll down to see Connected Accounts. Disconnect all or some as desired and done! Those accounts now have no connection to Quora whatsoever.You can also completely delete your Quora account : Your profile picture > Settings > Privacy > Delete Account.

It all depends on your current needs and situation.So instead of recommending a single CRM software, I'd rather share my 4-point criteria in choosing the CRM that suits well with your needs:Ease-of-useEven with excellent features, a CRM will be useless if it is complicated and hard to use. Believe me, your employees won't use it. Look for the one that is easy to use and the one that you can roll out quicker.Remote accessAs a new startup, there will be situations that you must go off-site or mobile. That's the reason why it is important that you pick the CRM that can be accessed remotely. This also ensures that your data is updated all the time.Software integrationMost likely, you are already using another software or a different set of tools. In choosing a CRM, take this into consideration. You want a CRM that can integrate seamlessly with your existing technology.Multichannel customer supportWhen your CRM encounter issues, you can't only rely on your IT team. It is important that you choose a CRM provider that offers multichannel customer support. Today, phone, email, and live chat as customer service channels is a must.To ensure the success of your CRM implementation as a new startup, you would want to promote the use of your CRM every day. You would also want to make it easier for your employees by automating some CRM tasks. And one way to do this is by using a CTI like Tenfold.Tenfold is an intelligent assistant tool that integrates CRMs with phone systems. Tenfold's features are perfect for CRM implementation.Features like automatic call logging that eliminates useless clicks, click-to-dial that converts all phone numbers into clickable hyperlinks, a floating UI (screen pop) that automatically associates a CRM record with a call, and a call analytics dashboard that provides real-time and historical data.With a software like Tenfold, your employees will not only learn to use the CRM quicker, they will also be more efficient and effective in their daily tasks.

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Well, there are some tools that you may integrate into your CRM system to “upgrade” it in a way with email marketing automation. But sometimes it is much more affordable and time-efficient to implement a CRM with built-in email marketing.One of such systems is NetHunt. It is a Gmail-based CRM for small and medium-sized businesses, which allows users to create leads from emails and close deals right in their inbox.NetHunt CRM was literally built inside Gmail, so all the features are integrated smoothly and new users don’t need any additional training to start their work with the system. For instance, NetHunt adds informative snippets, which allow users to see if the emails in their inbox are related to any of the existing clients, companies, or deals. Besides, right sidebar added inside the email lets the recipient see all the essential client data and respond fast.Moreover, NetHunt allows users to send personalized bulk email campaigns. You may easily segment your clientele to target the right audience and then send out personalized messages. And the whole process won’t take you more than 10 minutes!To track the performance of the campaign, you may use open and click rates. This way you will see if the emails achieved the desirable result and adjust the next ones, if necessary.Speaking of other features, NetHunt CRM provides a full set of them, so that the system can fit any kind of team.Full Gmail integrationG Suite apps integration (Drive, Calendar, Hangouts)Third-party apps integration through ZapierCustomizable sales pipelinesValuable insights into your sales process with a set of customizable filters and viewsFull customization of the system, including folders and fieldsDownloadable reports and statisticsUser roles and permissionsMobile apps for iOS and AndroidStunning customer supportGrab your free 14-day trial and test the system to see how it works for your team!