eSign PDF for Sales Teams Online
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eSign PDF for Sales Teams Online
In today's rapidly changing business landscape, effectiveness is crucial. Sales teams require an efficient method to handle their documents and agreements. With airSlate SignNow, you can eSign PDF documents online effortlessly, guaranteeing swift turnaround times and enhanced workflows. This guide will assist you in navigating the process of using airSlate SignNow proficiently.
How to eSign PDF for Sales Teams Online
- Launch your web browser and go to the airSlate SignNow website.
- Register for a free trial account or log into your current account.
- Choose the document you want to upload for signing.
- If this document is one you'll use regularly, consider saving it as a reusable template.
- Modify your document by incorporating fillable fields and entering necessary information.
- Add your signature and include signature fields for additional recipients.
- Press 'Continue' to set up and send your eSignature request.
Using airSlate SignNow delivers a high return on investment for businesses, providing a complete array of features relative to the cost. It is crafted to be intuitive and scalable, especially for small to medium-sized businesses, allowing teams to navigate changes as they expand.
With clear pricing and no concealed fees, airSlate SignNow makes sure you understand exactly what you're paying for. Additionally, you can count on excellent 24/7 assistance for all paid plans. Begin refining your sales processes today by harnessing the capabilities of airSlate SignNow!
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FAQs
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What is the best way to eSign PDF for Sales Teams Online?
The best way to eSign PDF for Sales Teams Online is by using airSlate SignNow's intuitive platform. It allows users to upload PDFs, add signatures, and send documents for signing with just a few clicks. This streamlined process enhances team efficiency and speeds up contract closures.
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What features does airSlate SignNow offer for eSigning PDFs?
airSlate SignNow offers a range of features for eSigning PDFs including customizable templates, advanced security options, and real-time tracking of document status. Users can easily collaborate and manage documents from any device. These features ensure a hassle-free signing experience tailored for Sales Teams.
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How much does it cost to eSign PDF for Sales Teams Online with airSlate SignNow?
The pricing for airSlate SignNow is competitive and designed to fit various business needs. We offer flexible plans that allow Sales Teams to eSign PDF documents online without breaking the bank. Contact our sales team for a personalized quote and explore cost-effective solutions.
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Are there any integrations available with airSlate SignNow for eSigning PDFs?
Yes, airSlate SignNow offers numerous integrations with popular CRM and productivity tools. This makes it simple for Sales Teams to eSign PDF documents seamlessly within their existing workflows. Integrations with platforms like Salesforce and Google Drive enhance accessibility and collaboration.
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How does airSlate SignNow enhance the security of eSigning PDFs?
Security is a top priority at airSlate SignNow when it comes to eSigning PDFs. We utilize bank-level encryption and secure cloud storage to protect your documents. Additionally, features like two-factor authentication add an extra layer of security, ensuring your Sales Teams' data remains private and secure.
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Can I customize the eSigning experience for my Sales Team?
Absolutely! airSlate SignNow allows you to customize the eSigning experience for your Sales Team. You can create personalized templates and workflows tailored to specific needs. This customization helps streamline the process and enhances the overall experience for both users and clients.
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Is it easy to get started with airSlate SignNow for eSigning PDFs?
Getting started with airSlate SignNow for eSigning PDFs is incredibly easy. Simply sign up for an account, upload your documents, and follow the user-friendly interface to begin. within minutes, your Sales Teams can start sending and receiving signed PDFs, signNowly reducing turnaround times.
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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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What is the clause in which I can provide medical and medicine facility through an online portal in India?
Indian government has been very laxregarding regulating e-commerce functions inIndia. Although there is dire need for e-commerce laws in India yet Indiangovernment has failed to address this crucialrequirement. There were also somespeculations that Telecom RegulatoryAuthority of India (TRAI) would regulate e-commerce in India. However, till now thereare no sign that Indian government wouldproperly regulate this much needed field.One area that is grossly neglected by Indiangovernment pertains to regulation of onlinepharmacies in India that are openly ignoringthe regulatory compliances in India. We atPerry4Law believe that online pharmacieslaws are urgently needed in India. Even thereis no synergy between Digital India, onlinepharmacies and healthcare laws of India.A dominant majority of the online pharmaciesfunctioning in India are being run in an illegaland unregulated manner. Many of such onlinepharmacies are already under regulatoryscanner. FDA Maharashtra has recentlyraided 27 online pharmacies located inMumbai. Maharashtra FDA has alsoapproached DCGI for regulating illegal onlinepharmacies operating in India. Surprisingly,many online pharmacies websites in India arecontrolled by underworld and organisedcriminal networks. We at Perry4Law havebeen consistently suggesting that illegalonline pharmacies and healthcare websites inIndia need to be curbed urgently.In a recent move, the Maharashtra’s Foodand Drug Administration (FDA) has orderedfiling of FIRs against Snapdeal.com as wellas against its CEO Kunal Bahl, directors anddistributors for online sale of prescriptiondrugs in derogation of Indian laws. FDACommissioner Harshadeep Kamble saidinvestigations into other e-commerce giantslike Flipkart and Amazon are also underprogress to ascertain if they are also involvedin such sales. As on date most of the e-commerce portals are selling prescribeddrugs in an illegal and unauthorised manner.Meanwhile Snapdeal has claimed that it isassisting the FDA team in this investigation.Snapdeal has also informed that it hasalready delisted the products and said sellersand also stopped payment. However, thisdoes not absolve Snapdeal of its legalobligations and liabilities under varioushealthcare laws of India. Further, Snapdealhas also failed to observe cyber law duediligence (PDF) that is very common in Indiathese days.“Jasper Infotech Pvt Ltd, throughSnapdeal.com offered for sale, exhibited forsale Vigora Tablets 100, a drug containingSildenafil citrate, to be sold on theprescription of a registered medicalpractitioner – specialist endocrinologist,venerologist, psychiatrist, dermatologist,”Kamble said. The drug was sold by “MittalPharma, Kota, Rajasthan, a seller inagreement with Jasper Ascoril Expectorant”,without prescription, he said. “The drug wasalso sold by Rishabh Enterprises, New Delhi,a seller in agreement with Jasper, to acustomer Amrut Bhagat of Panvel inMaharashtra’s Raigad district through acourier in agreement with Jasper, whocollected the cost of drug for Jasper,” hesaid. The officer said Jasper Infotech throughSnapdeal.com exhibited and offered for saleUNWANTED-72 sold by Horizon Medicals,Bangalore, and I-pill, sold by GirirajPharmacy in Gujarat’s Gandhinagar, sellers inagreement with Jasper.FDA has filed an FIR against the personsconcerned with Panvel police station, he said.FDA has also sent letters to State DrugsControllers for action against the concernedpeople in their states, Kamble said. Thecontraventions include sale of drug withoutlicence – Sections 18 (c), 18A, rw rules 65(3), 65(11), 65(17) punishable under Section27(b)(ii), 27(d) of Drugs and Cosmetics Act,1940; and Sections 3 and 4 of Drugs andMagic Remedies (ObjectionableAdvertisements) Act, 1954. If proven guilty,the offence carries imprisonment of 3 to 5years with fine of not less than Rs 1 lakh, headded.A special investigation team was formed tolook into the issue of violation by Snapdeal,Kamble added. The godowns of the companywere searched on April 16 and 20, he added.It was revealed that Jasper Infotech enteredinto agreements with different dealers ofmedicines located all over India to supply themedicines offered/exhibited for sale onSnapdeal.com and to collect the saleproceeds by Snapdeal on their behalf, theofficer said. It was found that the e-commerce major displayed and offered forsale about 45 drugs with objectionable claimswhich contravenes the provisions of Drugsand Magic Remedies (ObjectionableAdvertisements) Act, 1954.“Despite written commitment, it was foundthat Snapdeal continued to offer, exhibit forsale and sale of drugs, namely, I-pill and‘Unwanted 72′, emergency contraceptivedrugs, through its website,” he said. Kamblesaid he had asked the FDA team to purchasethe drugs online and accordingly drugs I-pilland Unwanted 72 were received on April 24.“Only a licensed retailer can offer for the saleof Schedule H drugs, and that too only on thebasis of prescription of doctor. Such type ofonline sale of drugs is not allowed as per theAct,” the FDA chief said.
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As a startup founder of three years our legal housekeeping is a bit of mess, how can I best setup a system to organize and track
As a startup founder of three years myself, I can relate to how legal housekeeping can be messy. Once a year, I have our own lawyers go through and do an audit of all of our legal paperwork (which costs a couple thousand dollars to be extremely thorough, but it’s worth it). Luckily, there are now many ways to easily manage and track all of your legal, financial, and HR documents via third-party sites that specialize in these management proceedings. I wrote a blog post about this awhile back titled “5 Ways to Save Time Dealing With Documents” which highlights certain sites that can be very beneficial depending on what paperwork you’d like to track or manage. They are as follows:1. GroupDocsGroupDocs is a new, comprehensive online service for document creation and management. It has multiple features, including a viewer for reading documents in your browser, an electronic signature service, an online document converter, a document assembly service, a feature for comparing different versions of a document, and an annotation feature. An individual plan is $10 per month for limited storage and 500 documents, while a group plan for up to 9 people is $19 per user per month. Based on the number of features and pricing, GroupDoc is a good-value purchase for a small business. As you’ll see below, GroupDocs can be cheaper than a service that offers only one such feature.2. signNowWhen you’re closing a deal and need to get documents signed, the last thing you need is a slow turnaround due to fax machine problems or the postal service. The solution is to use an electronic signature service such as signNow, which is one of the most popular e-signature companies in the world. This service allows you to email your documents to the person whose signature you need. Next, the recipient undergoes a simply e-signing process, and then signNow alerts you when the process is completed. Finally, signNow electronically stores the documents, which are accessible at any time. As a result, you can easily track the progress of the signature process and create an audit trail of your documents. The “Professional” plan is recommended for sole proprietors and freelancers, and costs $180 per year ($15 per month) for up to 50 requested signatures per month. The “Workgroup” plan is geared towards teams and businesses, and it costs $240 per user per year ($20 per month per user), for unlimited requested signatures.3. signNowsignNow is another e-signature service. Similar to signNow, signNow allows you to upload a PDF file, MS Word file or web application document. Next, you can edit the document, such as by adding initials boxes or tabs, and then email them out for signatures. Once recipients e-sign the document, signNow notifies you and archives the document. signNow offers low rates for these services: a 1-person annual plan with unlimited document sending costs $11 per month. An annual plan for 10 senders with unlimited document sending costs only $39 per month.4. ExariExari is a document assembly and contract management service that assists in automating high-volume business documents, such as sales agreements or NDAs. First, the document assembly service allows authors to create automated document templates. No technical knowledge is required; most authors are business analysts and lawyers. Authors have a variety of options for customizing documents, such as fill-in-the-blank fields, optional clauses, and dynamic updating of topic headings. They also can add questions that the end user must answer. Once you send out the document, the user answers the questionnaire, and Exari uses that data to customize the document. Next, the contract management feature allows you to store and track both the templates and the signed documents. Pricing is based on the size and scope of your planned implementation, so visit their website for more information.5. FillanyPDFIt’s a hassle having to print out PDF forms in order to complete them. Fortunately, FillanyPDF is a service that allows you to edit, fill out and send any PDFs, while entirely online. This “Fill & Sign” plan costs $5 per month, or $50 per year. If you subscribe to the “Professional” plan, you can also create fillable PDFs using your own documents. With this service, any PDF, JPG or GIF file becomes fillable when you upload it to the site. You can modify a form using white-out, redaction and drawing tools. Then, you can email a link to your users, who can fill out and e-sign your form on the website. FillanyPDF also allows you to track who filled out your forms, and no downloads are necessary to access these services. The “Professional” plan costs $49 per month, or $490 per year.Switching firms can be a hassle. As a former startup attorney, I have a bit of advice about finding the right attorney for your business: it’s best to focus on the specific attorney you’ll be working with. He or she should have a solid understanding of the ins and outs of your business industry, a deep knowledge of the legal issues your startup may face, and previous work experience with startups to ensure a quality and efficient work product. This is absolutely key when matching our startup clients at UpCounsel to attorneys on our platform who can perform their legal work and hash out their legal projects in a timely manner. We also allow clients to store any and all of their legal documents directly on UpCounsel so they don’t have to go searching in alternative places for the correct paperwork. It’s proven to be a free and lightweight way to store legal documents that our clients love. Here's what it looks like:As I’ve mentioned, it’s more important to find the right attorney as opposed to the right law firm. And seeing as you’re a startup, our own startup clients typically save an average of 50-60% on their legal work, since the attorneys don't include overhead fees (a.k.a. the fees included for doing business with the firm itself) in their invoices.Hope this gives you a deeper look into what other sites and services are out there. If you have any questions or would like more information on how best to handle your legal housekeeping/ attorney matters, feel free to signNow out to me directly. As a former startup attorney at Latham & Watkins, I’d be happy to give you some guidance.
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How do you start a company? What is the minimal set of administrative hoops that one needs to (and/or should) go through to turn
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
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What is the next wave of innovation in e-commerce after flash sales and private sales?
Ok, I have thought about this a lot having worked on a business plan/model in this space. The next great ecommerce phenomenon will be:FUN. Like not just fun because you got a great deal, or the site has great marketing and is Flashy. Hanging out with your friends at the mall when you're 14 years old was probably the last time you had a FUN experience that involved consumerism. And do you realize it was fun even though you had maybe $18 to spend on something shitty from Anchor Blue or that one pink and black chain (I forgot the name) that sold vaguely adult products. Now all your experiences online or offline are tinged with the maniacal pressure to get the best F-ing deal on the planet, or the sublimated guilt of spending more money than you really feel comfortable doing on some "brand", but hey it's Amazon Prime and it will be here in 36 hours so it's OK! Neither of these scenarios are really pure FUN FUN FUN 'till your daddy takes your T-Bird away.PRODUCT DRIVEN. Both in the sense that the site will be a PRODUCT that the web hasn't seen before: not just a marketing or business model gimmick, or smartly targeted audience segment, or whatever. And in the sense that the PRODUCTS you buy will be front and center in the experience.Will CHANGE what "buying" actually MEANS. Every ecommerce business model I've seen to date actually underwhelms because it aims far too low. The point of the web is that it makes it possible to actually change the definition of vocabulary words we use day in and day out through novel experiences. But all these fancy deal-a-day-private-sale-curated sites still mean "buying" when they say "buying". Thats boring!Will be acutely aware of MIMETIC DESIRE and the full implications of Rene Girard's thinking on modern consumer behavior.So that's my tease about what I think/know the next phenomenon will look like, at least in my imagination. Peace out!
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How many tech sales tools to help grow sales in b2b are there?
Here are the 14 sales tools we at Tint think are the most useful new sales tools for mid-market b2b companies. The details on why each tool is top notch are outlined below. Enjoy!As Tint's first hire, my main goal was to bring in 100k by the end of 2013. With the tools listed below, I was able to bring in $128,914 by NYE of 2013. Now that we are on pace to hitting 2MM by 2014, my next goal is to streamline our sales team to set our sales vision higher: How to hit 20MM. Now, I am firm believer of the saying “under commit, over deliver” but I also believe in setting high expectations that even if I’m shy of the goal, I’ll still be happy with the results.For example in November, I committed 50k to Tim (our CEO) but with 37 web-to-lead inquiries given to me, I was able to get 36 leads to show up to an appointment, which helped me close 21 accounts in 30 days. I closed the month with $43,300 and was happy with results. My key performance metrics include a 97% show ratio and 58% closing ratio. This is an average key performance metric for Tim and I, and we are now strategically working to scale it. However before we do, I would like to share the 11 tools for our sales success:Basic Marketing Tools for Lead Generation:Social Media: Facebook, Twitter, Instagram, Google+Context, Blogging & ContentWord-of-mouth/ReferralsEmail Newsletters & Promo CodesSEO & Blogs w/ Content MarketingPowered by Tint logo for free users 1) Olark is an effective way to talk to your customers for sales and support in real-time on your site.If the web visitor doesn’t fill out a form, they usually send a quick question with Olark’s chat box. Because we focus so much on customer happiness, our web visitor will instantly get connected to our CEO, Tim Sae Koo. He will immediately answer sales questions or help with support inquiries. You’d be surprised at how many closed customers you can achieve by just answering a few questions when the lead/visitor is most interested with your product. If he isn’t around, the inquiry will go straight to sales@tintup.com which our sales team can immediately answer. 9 times out of 10, Tim and I are able set appointments through Olark. If more than 12 hours pass and we still haven’t responded to an inquiry, then the lead loses interest. Time kills deals and Olark is a great solution to nurture your leads, in real time, and let them know that they are very important.2) Hubspot is an inbound marketing software platform that helps companies attract visitors, convert leads, and close customers.When a visitor/lead visits www.tintup.com, we use Hubspot to create forms and CTAs that track, score and nurtures leads. Hubspot has tons of features that we weren’t able to use because we only signed up for a 30 day free trial. But for the most part, we used their a/b testing landing pages, CTA, and Signals. Signals is Hubspot’s real-time notifications that tell you when and how to follow up with your leads and customers. The 30 day trial did generate an additional $30k for Tint though! Although, the results are great, we are eager to learn more about other similar softwares like Pardot, Kissmetrics, and Marketo. 3) Mailchimp is an easy and effective way to send better email newsletters to your customers.Since we never use our blog to advertise ourselves or announce new features (because we believe our readers want to learn more than hear our news), we use Mailchimp to send out our new feature releases, promotions, and our blog posts we write. It’s super easy to import your email lists, set up a template for your email campaign, and time your send outs by bulk or time zone. The email newsletters we send out is a great way to ensure that our customers know we are still working hard for them and communicating with them in mass what we’re up to. We will also segment lists by what plans our customers are so we can send out targeted promotions to them or get them back onto our site to see new developments we’ve released.Sales Tools – Lead Opportunity Stages:Vetting & QualifyingSetting the AppointmentFollowing Up or Closing CallVerbal AgreementClosed WonClosed LostDo not call list4) Rapportive is a Gmail plugin to vet who you’re communicating with and if they are a decision maker you need to close.Ever wonder when a lead comes in if they are just a random person in a company doing research or an actual decision maker? Rapportive is your key to determining who you’re speaking with and the kind of actions you need to take. It’s all super easy to find out as well. After installation, all you need to do is hover over the email address that emailed you and the sidebar of your Gmail will show you the full name, location, title, and social networks from the person you’re speaking with. With that information, you can change your tone/urge to set up a demo to close a deal quicker.5) Boomerang is a Gmail plugin to manage your email responses and remind you when to answer.When I open my gmail, I would typically have around 50 unread messages ranging from inquiries to leads belonging in all of the above ‘opportunity stages.’ My inbox can get overwhelming rather quickly and that is why I use multiple tools to nurture leads. It took awhile for me to get used to Boomerang because I’m such a Salesforce advocate but as soon as I applied the tool, I was able to cut down my workload by 2 ½ hours. At my last job, I was conditioned to log all my notes/emails to salesforce and create events, and tasks to remind me who to follow up and which leads need attention – these tedious steps would add 1-2 minutes/lead to my 60-100 lead/day routine.With Boomerang, I can efficiently work all my stages. Whether it’s to set an appointment, to send a summary & proposal, to follow up with a lead, or to set an automatic reminder… it is easy to set up with only 2-3 clicks all within my Gmail. Imagine what you would have to do if 7 clients all asked to follow up with them after 1 week during different parts of the week…I now have a tool that I can set emails to remind me to answer back in 2 days, or 12pm on Thursday afternoon; no more guessing games and no more leads falling through the cracks. 6) Cirrus Insight helps you keep Salesforce in sync with Gmail, Google Calendar, and Google Contacts.When a lead completes a form on our website or emails us directly, we create an account on Cirrus Insight and convert the lead into an ‘opportunity.’ I use this add-on as much as I use Gmail. It made Salesforce easy to teach and keep up with. I no longer have to copy and paste everything into salesforce; I can simply ‘log a call’ through ‘activities’, set an appointment through ‘event’ and respond to emails using Salesforce templates through the ‘quick send and add’ plugin. I’ve watched Tim receive 50 emails (support & inquiry) and respond to all 50, log complete notes on sfdc and get tons of confirmed appointments before he goes to lunch at noon. The best part about this plugin is its ability to sync your google calendar and Salesforce calendar every 30 minutes.7) Yesware is an email productivity service for salespeople.If Boomerang and Cirrus insight had a child, it would be Yesware. I just installed Yesware this month and it has similar features like email management, and SFDC/Gmail synchronization. What I really like about Yesware is being able to send emails at later time. For instance Fridays are the worst follow up days because everyone is getting ready for the weekend. However, I also have a lot of time on Friday and so I’ll write my follow up emails and schedule them to be delivered on Monday at 8:30am, which will help me get seen first thing in the morning. Another feature I like about Yesware is there templates. Once my templates are setup, it takes 2 clicks to load them and send. With Cirrus Insight, I will need to click on the icon, then choose the template folder, then choose a template, then look for a contact, then look for an account and send. Yesware saves me another 2-3 minutes which I can substitute for my tea break.8) Salesforce is best known for it’s customer relationship management product.Salesforce help me keep track of all my leads, where they are in the decision making process, and help me generate reports on performance metrics. Salesforce is important because it will streamline all the information gathered about an account and a lead from beginning to end. If a lead has support issues, or unpaid balances, your marketing, sales, operations and account management teams should be able to get the full story just by looking at the Salesforce notes. If an account manager has to ask for more details from your salesperson about a client, this means notes are incomplete. Incomplete notes will create inefficiencies, miscommunication, wasted time and ultimately, money lost.Salesforce will also give management valuable insights to the type of employees in your company. It will help you find and gauge the A players from the B players. Most importantly if your data is clean, Salesforce will help you streamline, track retention rates, churns, lifetime value of a client and projections.My Salesforce calendar is synchronized with Cirrus Insight, which is connected to my Google Calendar. I also have my Gcal set up with text notifications to give me real time reminders on appointments. Salesforce help me nurture my pipeline and it help me forecast my numbers. A lot of the tools I’m suggesting can actually be customized through Salesforce however I found that the more apps you need within salesforce, the more fees are added. Also, my eyes don’t get burnt out looking at the same page all day and I appreciate the emotive variety of each tool. 9) Join.me, GoToMeeting or Skype – VOIP Conference Calls & Screen-sharingOnce I set an appointment, my go to screen sharing app is Free Screen Sharing and Online Meetings because it is easy to send and pretty to look at. My prospect doesn’t need to download a file like Skype or GoToMeeting, which is time consuming. They only need to take 3 steps:Click on the Free Screen Sharing and Online Meetings linkClick on the phone icon to connect via internetConnect a headsetSome client’s prefer GoToMeeting or Skype. I don’t like GoToMeeting because it feels archaic, it’s interface is bulky and sending an invite takes too much time. I don’t like Skype because I have to send an invite or wait for an invite to get connected which is inefficient. While Skype can’t do conference calls for free and half my calls are conference calls. Both these tools require an installation and a signup. 10) Stripe is a company that provides a way for individuals and businesses to accept payments over the Internet.Once a demo is complete, we expect to close the business within 1-14 days. I can use Stripe to create promo codes and track real time revenue. Not to mention managing (full or partial) refunds, recurring subscriptions, and custom payments. Tint also uses Stripe for self-service signups located on our pricing page: www.tintup.com/pricing. The Plus and Pro signups go through our stripe account. Our self serve page generates about more than half of our revenue every month.11) Zapier enables you to automate tasks between other online services (services like Salesforce, Basecamp, Gmail, Mailchimp, Olark, Hubspot and Stripe).I use this tool to synchronize Stripe with Salesforce so our self serve clients are also in our Salesforce database to keep track of all our customers. Zapier has hundreds of other recipes you can create that will make your life easier and save you time from connecting apps together (like send all Gmail emails into Evernote automatically). We always strive for clean data because they tell the best stories. We would love some suggestions or successful tools to help us consolidate and maintain clean data. Account Management Tools & Circling back to Lead Generation:Orientation CallHappy Client ProgramTint Support & Best PracticesSave Calls, Credit, Collection & InvoicingCase Studies, UpsellsWorking with brand advocates12) Ballpark for invoicing and referral programs.I typically use Ballpark to send invoices and accept payments. However, they also have referral programs that I think we should definately use and they released a feature with Stripe for credit card payments. It seems like they have tons of features that I have not used yet and so I will be downloading the Ballpark app to take advantage of all these awesome features.13) Trello is a collaboration tool that organizes your projects into boards. In one glance, Trello tells you what’s being worked on, who’s working on what, and where something is in a process.Trello is our drawing board, our to-do list; the board that keeps us accountable and innovative. Everyday we talk about urgent challenges, tasks we completed, and what we are working on. We are constantly looking for ways to improve, to strengthen our culture and our product. Trello helps us stay true to one of our core philosophy, “Transparency is key.” We are able to see what project each person is in charge of and what they have accomplished. We are able to work together closely and give feedback to improve on our methods, which I find incredibly valuable for a startup company. This is where you can put sales goals on individual cards so your team knows what you are aiming for and can give you feedback on your steps. You can read more here on how we organize our Trello.14) Intercom is your best friend for account management and talking with customers.Tint uses intercom for “Churn, Retention and Re-Engaging Customers.” One of our current challenges is to increase our monthly recurring revenue. And to reduce our churn, we want to make sure we talk with our customers so they know we’re here to help and are up to date with new features, blog posts, etc. Intercom makes this SUPER easy by allowing us to communicate with our customers when they are in the Tint app. This is smart because this is when they are focused on our app and willing to chat with us. We are still learning to use Intercom effectively to create strong relationships with visitors and customers alike through automated messaging to scale our touchpoint communications.Read more at our blog post here: http://www.tintup.com/blog/14-sales-tools-tint-used-to-signNow-1m-revenue-in-1-year/
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I have a good startup idea in my hometown of Mumbai and potential to make it work. Now what? Where do I start? What should be my
Tried to redirect my answer here, but quora felt it was too short hence copy pasting the whole answer. 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 positiveby 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 IRS13. 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 everyone17. 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 name40. Design your company website.41. Install a tracking tool like Google Analytics on your website42. 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 statement49. 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 you100. 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
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Why do small businesses need a website?
It is 2017 and almost every business has it’s own website.This is the best decision that you will make for your business. A website is so crucial in this day and age and failing to have one might lead to your downfall.So here comes the answer to this question, the reason you need a website for your business is :It Helps With First ImpressionsNowadays most of your customers will try to check you out before they decide to come to your store. This is extremely true for the food and beverage industries.If your website looks like crap, most of the time you would lose your customers even before they pull up to your restaurant.Therefore, a great website is CRUCIAL to ensuring that you have a constant pool of customers just waiting to come and line up for your services.2. It Allows For Permanence And ControlA website, unlike social media profiles, a website is a permanent addition to your arsenal. It is there to stay and the upkeep of the website means a targeted audience that you KNOW are interested in your services!3. One Size Fits AllPiggybacking from the answer above, a website is your main hub and this allows for instant tracking to see where your customers are coming from. Having a one size fits all website allows you to use Google Analytics super easily.Imagine having all this information at your fingertips!I hope this helps!Best of luck!Tina RayMarketing Manager
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