eSign Form for Sales Teams Online
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Digital Signature Form for Sales Teams Online
In the current rapid-paced corporate landscape, sales teams need effective tools to enhance their document signing workflows. airSlate SignNow serves as the ideal solution for sales teams seeking to oversee their electronic signatures swiftly and effortlessly. This platform not only facilitates document signing but also provides strong features designed for small and medium-sized enterprises.
Procedure for creating a Digital Signature Form for Sales Teams Online
- Open your web browser and head to the airSlate SignNow website.
- Sign up for a free trial account or log into your pre-existing account.
- Choose the document you want to sign or distribute for signatures.
- If you intend to reuse this document, transform it into a reusable template.
- Access your document and modify it by adding fillable fields or incorporating pertinent information.
- Insert your signature and add signature fields for the recipients.
- Click 'Continue' to set up and dispatch the electronic signature request.
By using airSlate SignNow, organizations can enhance their electronic signature processes with an intuitive and budget-friendly solution. With remarkable value for your expenditure, the platform delivers powerful features without concealed costs, making it an excellent choice for sales teams.
Discover the benefits of airSlate SignNow today and improve your document signing workflow. Begin your free trial and witness how simple it is to sign and send documents!
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Best ROI. Our customers achieve an average 7x ROI within the first six months.
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Scales with your use cases. From SMBs to mid-market, airSlate SignNow delivers results for businesses of all sizes.
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Intuitive UI and API. Sign and send documents from your apps in minutes.
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FAQs
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What is the eSign Form for Sales Teams Online?
The eSign Form for Sales Teams Online is a digital solution that enables sales teams to seamlessly send, receive, and eSign documents online. This process streamlines contract management and signNowly reduces the time needed for approvals, making it easier for your team to close deals faster.
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How does the eSign Form for Sales Teams Online improve efficiency?
By using the eSign Form for Sales Teams Online, teams can eliminate manual signatures and track document status in real-time. This efficiency means less time spent on paperwork and more time focusing on selling, ultimately leading to increased revenue for your business.
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What features are included in the eSign Form for Sales Teams Online?
The eSign Form for Sales Teams Online includes features such as customizable document templates, automated workflows, and audit trails. These features empower sales teams to manage their documents with ease and ensure compliance during the signing process.
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Is the eSign Form for Sales Teams Online secure?
Absolutely! The eSign Form for Sales Teams Online employs industry-standard encryption and security protocols to protect your sensitive data. You can trust that your documents are safe during transmission and storage.
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Can the eSign Form for Sales Teams Online integrate with other tools?
Yes, the eSign Form for Sales Teams Online offers integrations with popular CRM and productivity tools, such as Salesforce and Google Suite. This connectivity enhances your workflow by ensuring all tools work in harmony to support your sales processes.
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What is the pricing structure for the eSign Form for Sales Teams Online?
The pricing for the eSign Form for Sales Teams Online is designed to be cost-effective and flexible, catering to businesses of all sizes. You can choose from several plans that suit your team's needs and budget, ensuring that you get the best value for your investment.
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How quick is the onboarding process for the eSign Form for Sales Teams Online?
Onboarding with the eSign Form for Sales Teams Online is quick and hassle-free. Users can typically get up and running within minutes, thanks to our intuitive interface and available resources that guide you through the setup process.
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What are some useful SaaS (software as a service) tools for small businesses?
The logical route for most small businesses that are operating on tight budgets is to start with free SaaS software. There are many out there but you will find that they are limited in features and capabilities. You may want to have a mix of free tools and set aside a reasonable investment for paid solutions since there are lots of affordably priced, SMB-friendly SaaS software offerings in the market. Here’s a great resource on SaaS tools for small business you may want to check out.The following are my suggestions of software categories and the respective products that are most useful in y...
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What is needed to get a personal loan in India?
A personal loan is an unsecured advance offered by both banks and NBFCs to any eligible individual. Personal Loans for Salaried class include people working in private or government enterprises and does Salaried Doctors working in health institutions, CAs working in companies, employees of Public listed and Private limited companies , MNCs, SMEs and Government Sector employees including public sector undertakings. Each bank has separate minimum criteria for income, age, employment type, credit score, job status, etc. You will need to meet these criteria in order to qualify for a personal loan.Personal Loan Eligibility1. Minimum and Maximum AgeThe minimum age for getting a loan is 21 Years whereas the maximum is 60 Years.2. Net Monthly IncomeFor salaried individuals, timely and regular salary credit is important to get eligible for loan. Min. Rs. 20,0003. Employment TypeSalaried customers have more choices for personal loan banks. Interest rates are typically in the range of 10.99% to 33.00% per annumPersonal loans to self-employed professionals and businessmen are classified as Business Loan4. Minimum Work Experience2 years of total work experience. Some banks also give loans with 1 year of total experience. Tenure from the current company should not be less than 6 – 12 months5. CIBIL Score for Personal LoanThe CIBIL Score for a Personal Loan should be more than650 & more credit history. The more the Credit Score the more chance for getting a LoanDocumentation RequiredDuly-filled and signed application form2 passport-size photographsCheque – Processing feeProof of Identity – Voter ID/ Passport Copy/ Driving License / PAN Card (any one)Address – Passport Copy/ Utility Bill (Electricity, Water)/ Rental Agreement/ Ration Card (any one)Income (depending on type of employment) – Latest Salary Slips (3 months) / Bank Statements (3 – 6 months) / Passbook (3 – 6 months)/ Current Salary Certificate (any one)Tax paid – Latest Form 16/ Income Tax ReturnKYC Documents – Address Proof, proof of Date of Birth, Identity Proof.How Income determines your Eligibility?Monthly Income to get personal loan should be at least Rs. 25,000. However, some banks give loans to individuals with salary less than Rs. 25,000. Banks also follow different limit to calculate the ratio of fixed obligations to monthly income.Suppose, your income is Rs. 25,000, then bank calculates your eligibility such that fixed obligations do not exceed 50% of your income. However, if your income is more than Rs. 35,000 per month, then banks will allow higher fixed obligations to income ratio of 65%, which means that your fixed expenses (including rent and other EMIs) can be up to 65% of your income to be eligible for a loan from a bank. Higher the income, better are the chances to get high loan amount.How to improve your eligibility for personal loan?You can improve your eligibility for personal loan by doing following things:To increase your eligibility, pay off your running debts firstPay your EMIs or other obligations on time to improve credit history and to negotiate with banks in future to get high loan amountTransfer your existing loans to lower rate to reduce your existing EMI and to get new loan of higher amount.FundsTiger can arrange loans from all the banks we can help you to get all types of loans and also balance transfers on existing loans and can also help you to giving free credit consultation.
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What does "e-sign" mean?
E-sign is the abbreviation of the electronic sign, which is commonly used today for signatories to agree on a contract in digital form. Signatories can sign a contract on their mobile devices or PC remotely, and they don’t even need to meet. I worked for an e-sign platform start-up, so I have answered many questions from our customers like “Is e-sign act legal?”, “Why do we e-sign?” or “What’s e-sign’s pros and cons?”So, all the following information can be found and verified through the internet, and I just gather all the information for question askers.Is E-sign legally binding?The answer is Yes. Uniform Electronic Transactions Act (UETA) has been adopted by 47 states. The rest three states, Illinois, New York, and Washington have implemented their own regulation of the ESIGN Act. Therefore, it is commonly known that e-signatures and electric records are legally binding under the terms of this legislation.However, simply putting two name symbols on a document online does not make it legal. As UETA suggests, electronic signature processes should consider:- Authentication / Consent / Intent to be bound / Attribution / Security / Record Retention and so on.Why do we use e-sign?I was an international student, and I used to experience the hassle of the inconvenient in-person signing process. We used to spend a lot of time on making an appointment being there and signing, and if the one of ours wasn’t there, we will have to arrange another day to sign a leasing contract.However, e-sign allows us to sign most of the contracts at home. We just need to turn on our computer and use certain e-sign platform sending others the document which needs to be signed.Many industries have applied e-sign as a tool because that mailing an important contract is time-consuming, and it costs more money than sending a digital document. The sales team, real estate, and insurance have commonly applied e-sign platforms. E-sign platforms are like “witnesses”, helping signatories finish the signing process, but none of them would take responsibility for contract fraud or bsignNow.Pros:- Saves time & costs less money for delivery- Reduces sale cycles- Environment-friendly, paperless- Easy to store, won’t be damaged or lost.Cons:Since digital files are easy to be changed, and e-sign is not face-to-face signing action, many industries are still conservative about e-sign. For example, some lawyers said: people who want to bsignNow a contract would claim that it’s not him putting the digital signature on the contract. Because it is remote, there is no direct evidence to prove he is lying. Therefore, if you want to sign an important contract, please do not use the e-sign platforms that have no ID verification procedure. You will get a chance to be fraud.- E-signature fraud (denying/bsignNowing)P.SI am not a professional writer, but I am willing to answer questions that I know. Existing e-sign platforms are good, but they still have many potential flaws. Since I work in the industry, I know many e-sign platforms do not provide strong legal binding service or law support. E-signature is a new format of evidence, and it needs more development to fulfill rigorous scenarios, and to prevent e-sign fraud or bsignNow. If you have further questions, don’t hesitate to ask me.
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How can marketers maximize their lead generation with social media?
If you want to differentiate yourself from most of the other social media agencies and freelancers, I would recommend adding Google My Business posts to your offered services.Some studies have shown that consistently posting on Google My Business helps business improve their local search ranking and show up in the Google Maps “3-pack”.If you need a way to post to Google My Business and social media at the same time, I am the founder of a social media tool called OneUp that allows you to schedule and automatically repeat your posts on Facebook, Twitter, Pinterest, LinkedIn, Instagram (includ...
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How can I generate more leads?
Wanna get more leads…? If yes, then I would likely suggest,Infodataplace -Best ProviderEmaildatabase Marketing -Cost EffectiveWhat is lead? What is lead generation? Why is it important? How it works?... Well, you can get all the info to develop your business today.What is Lead?A lead is a person who has indicated interest in your company’s product or service.What is Lead Generation?Lead generation refers to the process of generating prospective consumer interest or inquiring into a company’s products or services. In other words, it is the building up of interest in businesses products or services. The lead generation process is achieved when the visitor either signs up for the service or requests more information, usually by entering their contact details on the website. Managing the effectiveness and efficiency of lead generation marketing requires clearly defines objectives, better insight with the sales organization. However, a lead generation campaign is used to create interest around a certain product or service with the aim of maintaining a healthy relationship with your target audience. Once a customer shows an interest in your business in some way, you can then start to target them as a lead.How it works…?Lead generation is a win-win for both the buyer and seller and it can be an easy and cost-effective way to increase your return on investment. When a stranger initiates a relationship with you by showing an organic interest in your business, the transition from stranger to a customer is much more natural. However, generating leads is a fundamental point in an individual’s journey to become an engaging customer. Within the scope of direct marketing strategy, lead generation describes the process of stimulating and capturing interest in a product or service for the purpose of increasing sales. For most businesses, finding target customers and successfully signNowing them is a long and difficult process. With the possibility of lead generation companies, you can generate more leads quickly and effectively.So, the next obvious question for any marketer would be… How do I get Leads? Where it comes from?Based on my research and experience, I have found the successful ways to generate leads, regardless of your industry.Buy a high-quality lead from good B2B Lead Generation Company.Send personalized emails to your customers about the arrival of a new product/serviceMake use of Social Media to find prospects and guide them to take action.Create an attractive call-to-action that takes your visitor to a landing page.Optimize your landing page in such a way that deserves attention.Make sure that you offer value to your visitors.Use blog posts to promote an offer for your product or service.Make your website mobile-friendlyUse Search Engine Optimization (SEO) to maximize the traffic of your website.Create high-quality blog/newsletters that readers actually wanna read.Use Webinars to meet your audience and launch your product in front of them.Use a press release to drive traffic to your website.Set up a referral program to generate more leads.Make sure to generate online reviews to build a trust of your customers and to make them buy your particular product/service.Speak or attend trade shows/events to meet new customers for your product/service.Have a look at your competitors and their unsatisfied customer, the reason behind dissatisfactionHowever, out of these efforts, buying leads is easier and efficient way than organically generating your own list. Hopefully, I think you are feeling more confident about buying leads. Is it so? If yes, now go forth and generate more leads for your business…!Convert your online traffic like never before and start collecting lead in minutes with the best lead generation company…! Get ready…!Hope this helps….Wish you a good luck…!
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What is the best Contract Lifecycle Management system (from your experience)?
Like others in this thread, I agree that it depends on the specific features your industry/company demands. Hopefully one of the following tools will suit your needs.We did a huge crowd-sourcing of the best sales tools out there in different categories. This list of contract lifecycle managementt tools might do some service here. These should help you get your email workflows to be more efficient and easier to track throughout campaigns.The whole list of all 157 tools in different categories is here —-> Sales Tools: The Complete List (2017 Update) | Sales HackerHere are the ones we highligh...
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How can we generate leads through social media?
3 steps to generating leads via social mediaSocial media is a valuable lead generation tool, as more people search for products or services online, and consider their peer networks to be more persuasive than traditional marketing. In 2015, according to Quick sprout, social media was the leading emerging channel for lead generation and compared to outbound marketing, social media has a 100% higher lead-too-close rate. You could signNow thousands of potential customers through social media, by following this guide.1. Focus your efforts and build a strong networkInstead of attempting to develop a presence on all social networks, select just one or two social media channels to engage on. Develop a clear and in-depth engagement strategy for each, based on the demographics of each platform. If your product is targeted to males, for example, you shouldn’t include Pinterest in your marketing strategy. And if you are marketing to other businesses, studies say that you are more likely to find success on LinkedIn than on Facebook.Once you have selected the correct channels, develop a unique content strategy for each and cross-promote each channel to ensure that potential buyers are able to connect with you on all of them. Connect with potential buyers or customers, by posting interesting content, encouraging and weighing in on discussions or by sharing educational information. Engage with industry leaders via Google Hangouts or LinkedIn communities, or position yourself as a thought leader by publishing whitepapers or answers on Quora.2. Amplify your efforts through advertisingSocial media advertising can increase awareness of your brand or services and, because of its advanced targeting methods, can be a very effective tool for lead generation.Twitter advertising, for example, allows you to target users demographically, geographically, and with specific interests related to your business. The tool also allows you to target users who follow your competitors. In addition, you can create tailored audiences for advertising, by uploading your list of e-mail subscribers, users with specific Twitter ID’s or people who have visited your website, which is a valuable way of finding your target audience on the platform.Facebook allows you to target users in the same manner as Twitter, but their interests and behavioral targeting options are more granular. You can target users by their purchasing behavior, their life stage, or relationship status.LinkedIn allows you to target specific employees, companies and industries. You can also target individuals based on their level of seniority, their experience level, for the size of the company they work for.Ensure that you have set-up an optimized landing page for your advertising campaign, which lists the benefits of your products/service and includes a sign-up form, so that your sales team can signNow out to them. You should also implement conversion tracking at the start of each campaign to ensure that you can attribute leads to the correct advertising campaign.3. Listen and track resultsBefore you invest in social media marketing, decide on which metrics you will use to define success and then implement the correct tools to correctly measure attribution. For example, if you consider sign-ups a lead, then tracking the number of people who have visited the form, and their information will help you better optimize your lead generation campaigns.
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What are good ways to generate b2b leads via social media?
3 steps to generating leads via social mediaSocial media is a valuable lead generation tool, as more people search for products or services online, and consider their peer networks to be more persuasive than traditional marketing. In 2015, according to Quick sprout, social media was the leading emerging channel for lead generation and compared to outbound marketing, social media has a 100% higher lead-too-close rate. You could signNow thousands of potential customers through social media, by following this guide.1. Focus your efforts and build a strong networkInstead of attempting to develop a presence on all social networks, select just one or two social media channels to engage on. Develop a clear and in-depth engagement strategy for each, based on the demographics of each platform. If your product is targeted to males, for example, you shouldn’t include Pinterest in your marketing strategy. And if you are marketing to other businesses, studies say that you are more likely to find success on LinkedIn than on Facebook.Once you have selected the correct channels, develop a unique content strategy for each and cross-promote each channel to ensure that potential buyers are able to connect with you on all of them. Connect with potential buyers or customers, by posting interesting content, encouraging and weighing in on discussions or by sharing educational information. Engage with industry leaders via Google Hangouts or LinkedIn communities, or position yourself as a thought leader by publishing whitepapers or answers on Quora.2. Amplify your efforts through advertisingSocial media advertising can increase awareness of your brand or services and, because of its advanced targeting methods, can be a very effective tool for lead generation.Twitter advertising, for example, allows you to target users demographically, geographically, and with specific interests related to your business. The tool also allows you to target users who follow your competitors. In addition, you can create tailored audiences for advertising, by uploading your list of e-mail subscribers, users with specific Twitter ID’s or people who have visited your website, which is a valuable way of finding your target audience on the platform.Facebook allows you to target users in the same manner as Twitter, but their interests and behavioral targeting options are more granular. You can target users by their purchasing behavior, their life stage, or relationship status.LinkedIn allows you to target specific employees, companies and industries. You can also target individuals based on their level of seniority, their experience level, for the size of the company they work for.Ensure that you have set-up an optimized landing page for your advertising campaign, which lists the benefits of your products/service and includes a sign-up form, so that your sales team can signNow out to them. You should also implement conversion tracking at the start of each campaign to ensure that you can attribute leads to the correct advertising campaign.3. Listen and track resultsBefore you invest in social media marketing, decide on which metrics you will use to define success and then implement the correct tools to correctly measure attribution. For example, if you consider sign-ups a lead, then tracking the number of people who have visited the form, and their information will help you better optimize your lead generation campaigns.
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What are some of the best online marketing tools?
Hi,In my opinion, there is no “solo” best marketing tool. You need to combine some of them to get the best results.I suggest combining those 3Brand24 - for social media monitoring and analyzesPipedrive - for managing the customer realtionshipMailchimp - for email marketingBrand24 - is efficient and easy to use tool for media monitoring. It gains mentions from all over the Internet and sends you real-time notifications. All results you can see in the dashboard which allows you to react and engage. Also, it gives you analyses of sentiment, social media signNow, interactions, influence, and more. Brand24 is useful for marketing and PR purposes, building and engaging online communities, leading and analyzing online campaigns, managing online reputation, and getting leads.And this is the first step to generate more leads.But managing them is a whole different story,WHY ?Because no one has flawless memory to remember all relations with clients.And here it comes CRM, this is a tool which helps salespeople maintain good relations with clients and manage data related to that stuff.In our startup we use PipedrivePipedrive - This is the simplest and most understandable CRM I've ever worked with. It's cheap, very flexible, easy to customize and easy to deploy in any company and for any user. It can be integrated with a lot of apps and tools also to Google Apps and Google Drive and Zapier.This CRM keeps me up to date with my workflow and activities with all of my clients. It has a great app for Android and IOS so when I'm on the go I can be informed about all my plans and things from "TO DO" listSooo…When you have your Customer Relationships under control you need to inform clients about the major thing. And here it comes Mailchimp, this tool can be useful not only with advertising but also to lead generation process.MailChimp - Is probably the most effective email marketing tool to start off with, particularly due to its ease of use and free service for up to 2,000 subscribers, and it can be integrated with Pipedrive. It lets you send not only emails but also newsletters and various reminders. The solution also offers emails reports and shows who opened your messages or clicked on the attached links.When it comes to informing all clients about any changes, its the best way to do it, in my opinion of course. I use it with G-mailBut if you integrate your email marketing tool with your sales CRM …Think about the powerful automation you could use to save salespeople hours of manual tagging and analysis.Instead of trawling through your email marketing reports and engagement statistics – you can set up automated triggers to notify a specific salesperson every time a given contact opens a newsletter, clicks on a link, download an e-book, or registers for a webinar.Pipechimp’s integration between Pipedrive and Mailchimp makes this all possible.I want to show you exactly how one of the Pipedrive users went from managing a complex sales process with a collection of manually updated Excel spreadsheets to automating a simple lead qualification sequence with Pipechimp to save her team hours of time each week – and more importantly – to increase sales revenue signNowly within just a few months of implementing the Pipedrive CRM.How The Vanajanlinna Group Went From Manually Updating Spreadsheets to Automated SimplicityIn late 2017, Hotel Vanajanlinna implemented a sales development project that paid itself back in just a couple of months.In the project, best practices in sales and leadership were brought into a seamless ensemble, making use of new digital platform economy tools.The Vanajanlinna Group offers memorable travel experiences in Finland, known for their award-winning organization of conferences, parties and other events.The Finnish estate was built in the early 1920’s as a private hunting estate, before Vanajanlinna started operating as a congress hotel in 1998. The historical property is also home to Finland’s only European Tour golf course.These unique attributes are a signNow advantage for Vanajanlinna – but the team faces the difficult challenge of communicating the property’s features to travelers, golfers and event organizers who are not at all familiar with the brand or the property.The majority of Hotel Vanajanlinna’s sales are B2B. The brand’s strong online presence and search performance draws in interest in the hotel’s services, and the website is used to generate email subscribers for those interested in more information.Vanajanlinna’s most effective sales practice is simple, but manual: a team member contacts clients to identify upcoming event-planning needs.Hotel Vanajanlinna’s sales are different than most B2B deals. The group sells events months in advance.This makes sales forecasting particularly complex.Sales are forecasted and managed in two dimensions of time:On the level of day-to-day workOn the level of the events’ dates.The Vanajanlinna Group also has multiple sites- adding to the complexity of sales tracking, forecasting and reporting.The group’s sites are Vanajanlinna, Linna Golf, Mukkula Manor, Metsänvartija Estate and Levi Spirit Luxury Villas – and each site is targeting a slightly different audience, requiring a differentiated sales approach.Sales for each property are monitored individually and up until late 2017, sales were monitored and reported on with salesperson-specific Excel worksheets. This manual, complicated aspect of the sales process became a time-sucking chore for the Vanajanlinna team. Anna Räntilä, Supervisor of the Sales Team, explains:“Delivering reporting on completed sales and forecasts to the executive board with personal Excel sheets required several hours of work every week.”Anna knew there had to be a better way. Those several hours spent updating Excel sheets should have been dedicated to progressing leads, having sales conversations and finalizing event and conference bookings.The 3 Sales Process Improvements Anna’s Team Needed1. Structured, automated sales processVanajanlinna wanted to develop a more structured sales process with more effective staged communications with clients. This would allow Anna to keep the sales process consistent across all of the various websites and product offerings, with more regular contact between leads and salespeople.But without some level of automation, managing this level of communication among each contact across various properties would become a full-time job in itself. Anna needed to find technological support to streamline this process.2. Using email engagement as a lead qualification triggerAnother goal was to make better use of the email newsletter program (already a signNow driver of leads, but one that could be leveraged much more).The team were struggling to understand which client contacts to signNow out to and begin sales conversations. Anna wanted to use interest in Vanajanlinna newsletters as a trigger for that initial client contact.Those subscribers engaging with the newsletters were more likely to book an event with the group. Anna wanted to find a simple way to make sure those subscribers with higher engagement levels would rise to the top of each individual property sales contact list.3. Simple tracking and reportingThe third goal was to save time by automating the manual process used by sales management to make tracking and reporting real-time.Anna wanted to have performance information visible at all times without the need for manual work.How to Simplify a Time-Consuming Manual Sales ProcessAnna knew Vanajanlinna’s existing sales system needed upgrading. Excel spreadsheets simply weren’t good enough to support the team’s operations.A more advanced, sales-specific CRM system was needed to solve the team’s problems, simplify the lead qualification process and automate the manual aspects of the existing system.Anna was searching for a simple CRM system to keep all information available for all salespeople across all properties to help guide day-to-day work. Anna also wanted a cost effective option as Vanajanlinna wasn’t operating with an enterprise-level budget. Just as important to Anna – the new CRM had to be easy to learn and operate. The team had to be able to hit the ground running to start generating immediate results.First up: due diligence.Anna wanted to survey a collection of the most relevant applications and CRM suppliers available.Anna noticed a pattern starting to emerge. Most options seemed either exceedingly costly or complicated (and sometimes both):“When we were interviewing suppliers, looking over specs lists and checking price tags it felt like we were in the market for a rocket to the moon. That’s not what we need – we need something that will make our day-to-day work smoother and guide us in concrete decision-making.”Late in her search, Ann came across Pipedrive and after some initial research, she felt like she had found an option focused on her team’s needs:“I was immediately drawn to its (Pipedrive’s) clarity and accessibility, but we were left wondering how those two time dimensions and separate reporting for our multiple sites could be possible. Then we found a specialist Finnish consultancy, Let’s do !T. Their Pipedrive expert seemed to understand what we needed right away and was able to show us how we could get all of that done with Pipedrive quickly and easily.”The Pipedrive features enables a new simplified sales process1. The CRMSimplicity is so important for a fast-growing sales team with a collection of different products and target audiences.The visual drag and drop sales pipeline interface of the Pipedrive platform was a signNow factor in Anna’s decision to trial this option.In Pipedrive, all items requiring action are clearly visible in a single glance and sales guidance based on activities helps teams focus on the process rather than worrying constantly about outcomes and neglecting critical tasks.Anna explains that her quest for a system with continuity and prioritization of work are at the core of Pipedrive.“You can get started right away with Pipedrive and you don’t have to start your day wondering what needs to be done. All conversations with clients and emails, as well as internal comments are easily accessible in one place. This way we have more time for actual sales work instead of spending time scraping information together and trying to remember things,”2. Stronger selling with newsletter email communicationsAnna wanted to find a way to combine her CRM with Mailchimp to help automate the process of qualifying leads based on email newsletter engagement.Pipechimp was the perfect solution!Pipechimp is available on the Pipedrive Marketplace and combines Pipedrive and MailChimp into one intelligent machine.Anna could finally find a simple way to banish her Excel spreadsheets and instead – conveniently trigger notifications for her sales team within Pipedrive to contact a given subscriber or client based on behavior acknowledged from within a Mailchimp email.Pipedrive’s Pipechimp integration uploads the interested leads from the newsletters automatically as sales leads in each managing salesperson’s sales channel.“This way we can contact people who are interested in our services right now.”3. Real-time management and reportingAnna’s request of site-specific and real-time measurement in two time dimensions was implemented with a few additional Pipedrive fields. A supporting dashboard service looks for the data to present directly in Pipedrive and presents it in a clear graphical format.The simple, visual metrics travel with Anna and are viewable on her Pipedrive smart phone app, so she can always monitor and advise her team on performance.Pekka Poukkula of Let’s do IT !, who led the implementation at Hotel Vanajanlinna, says:“Technically one of Pipedrive’s best features is how easy it is to modify, as well as its API interfaces, which allow it to be connected to any system. In this sense we can flexibly build a suitable ensemble for any company’s needs, with no need for data input or searching on a number of different systems. Costs and schedules are kept in check and moderate this way, too.”How Pipechimp Allows You to Sync Pipedrive and MailchimpPipechimp copies your contacts to MailchimpPipechimp monitors changes in your Pipedrive and synchronizes the data to MailChimpSend and segment your newsletters from MailChimpPipechimp monitors contacts’ activities in MailChimpPipechimp creates notes form activities to Pipedrive (optional)Pipechimp creates deals from contacts’ clicks (optional)Using Pipechimp Can Help You Drive More Sales Straight AwayAnna Räntilä is pretty pleased with the updates she has made to the Vanajanlinna sales process.“The goals we set for the project were met and went above and beyond our expectations. Pipedrive clicked for us as a part of our day-to-day work and implementation was painlessAll of our salespeople saw the added value immediately, which is why we couldn’t imagine working without it.After a few months of use I can say that the project has already paid for itself in added sales.Now we have a solid chain from newsletters to metrics through sales. Next we’ll start guiding the content of our newsletters based on our sales metrics, at which point the process will be complete.”The decision to invest in the Pipedrive CRM has already paid off, with the Pipechimp integration allowing her and her team to turn so many of those manual admin hours into precious selling time.You can start automating your lead qualification with Pipechimp and see the same sort of results as the Vanajanlinna team.3 Steps to Integrate Your Mailchimp Account With the Pipedrive CRMFirst, you’ll need a Pipedrive account (sign up for a 45 day free trial right now).Next, make sure you sign up with Pipechimp for a 14 day free trial so you can see the integration automation magic happen.Your free trials allow you to test the system without laying out a single dollar – so start simplifying your sales right now!
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