eSignature Document for Sales Teams Safe

The ETA does not contain a prescribed definition of what would be an ‘electronic signature’. Therefore, an electronic signature may take the form of an image of an individual’s handwritten signature, a typed name or a digital signature. There may be other forms as well. For example, the courts have held that a name appearing at the bottom of an email in normal typeface is a valid electronic signature.Section 9 of the ETA sets out three requirements for an electronic signature, being identification, reliability and consent:Identification is a question of fact, as the recipient must be able to identify the person signing (however, no formal verification of identity is required), and confirm that the person signing intends to be bound by the information communicated.Reliability is objectively determined by considering all the relevant circumstances and the purpose for which the electronic signature is required.Consent requires the counterparty to the document being electronically signed to agree to the signing party signing the document electronically. The case law demonstrates that this requirement is unlikely to require anything more than the counterparty using the chosen electronic mechanism, or engaging with the electronic execution process.To know more about Electronic signature visit at Digital Signature Devices, Software, Electronic Pads

There are many aspects to GDPR. The two main ones being:1) getting consent from users to collect and use their data, and2) storing that data securely and only as long as necessary).However, that not only impacts marketing channels and processes, but also SALES and how you generate cold leads (e.g. through public sources).Salespeople must be aware of the implications of GDPR and comply with them, just like marketing-people.For salespeople that mainly affects 3 areas:Getting consent from users to collect and use their data, e.g. through esignatures and electronic contracts. (Using public data does not mean you can automatically contact them directly)Storage of customer data (e.g. CRMs)Using legal and GDPR-compliant contracts with customersIn my understanding, using public data still violates with 1): The contact still hasnt given you the right to contact him! In fact, not even a simple signup through an email form necessarily gives you the right to contact him. You still need a) inform him BEFOREHAND how you are going to use and store his data and b) send him a double opt-in email (if you want to be on the safe side)However, there are even more aspects that salespeople need to care about when it comes to GDPR.Lets have a closer look.Using cloud-solutions to ‘outsource’ the technical liability of data storageOne way to ‘easily’ become GDPR compliant in data storage, is by ‘outsourcing’ a majority (or all) of the data storage into the cloud, e.g. by using a cloud-based CRM over storing customer data on your local drive in an excel spreadsheet. That way, the cloud provider will have to ensure that the data is stored securely; has to put the necessary technical requirements into place to allow users to be forgotten; is the one who has to report and be liable for any data bsignNowes; etc. You are basically shifting the responsibility to somebody else.Getting consent from users to collect and use data, esignatures can be one solutionThere’s many ways to get the consent of a user to send him promotional material or cold emails. GDPR defines requirements for obtaining consent to process an individual’s personal data. This consent must be specific, informed, unambiguous, freely given, and documented. e-signatures can help to making sure this is the case. We make it easier to obtain affirmative consent at the point of data collection – in real-time.Ensure the use of GDPR compliant contracts throughout the sales teamIf you are managing a large sales team it might be difficult to ensure everybody is using the latest contract templates. What if they send out an outdated version that is not GDPR-compliant? A digital contract management platform[1] can help by only allowing salespeople to use certain contract templates without the option to edit certain legal terms of the contract.I wrote a blog article that goes into more detail how cloud solutions can help salespeople be GDPR compliant, specifically with digital contract management platforms: Sales organizations need to comply with GDPR. This is what you need to do with your sales contracts. | Accordium - Agree FasterFULL DISCLOSURE: Im co-founder of Accordium, a sales automation and digital contract platform.Footnotes[1] Home | Accordium - Agree Faster

I think that we all agree that the days of manual prospecting are long gone. If you automate your prospecting efforts you can save a lot of time and money, and streamline your whole sales process. But, since there are lots of prospecting tools in the market, it can be hard to figure out which ones are good and which ones you should avoid.I’ll give you a couple of suggestions based on the tools I used.Email Hunter is a decent little program that can extract a list of every single one company email. All you need to enter is a company domain, and you will soon be able to email any person from a company. You can use either its dedicated Chrome plugin, or you can do your search by means of their browser version. This program can come in really handy if you want to find the email of a particular decision maker and get in touch with them directly.HeadsignNow is another interesting tool that offers more options than Email Hunter as it has some advanced search features. This means that you can search prospects based on various criteria such as name, company, title, or website. You can also expect to find your prospects’ social media handles and memorize your search logs.Autoklose isn’t your average prospecting tool, mainly because it offers much more. It’s actually a sales automation platform that can dramatically speed up your sales cycle, and prospecting is just one of the weapons in its arsenal. Apart from automating your prospecting efforts and saving you a tremendous amount of time, Autoklose will make your job and life easier by automating your email marketing efforts, amplifying your follow-ups, providing you with detailed campaign stats and metrics, and streamlining numerous dull, repetitive tasks that have to be done during the sales process.When it comes to prospecting, Autoklose allows you several powerful methods of filling your funnel with quality leads.Upload your own reliable contacts from .CSV files and Autoklose will import the information in the database so that you can make lists according to various parameters, and additionally segment them in order to create customized outsignNow campaigns and improve your open and click-through rates;Connect your Salesforce account and sync the data with Autoklose thus growing your internal database. What’s great about this platform is that it prevents you from sending the same email to the same person twice;Gain access to a huge B2B leads database and find prospects from virtually any industry. I was impressed with the abundance of prospects that I could actually contact. This database is managed by Autoklose’s reliable third-party providers, and it’s absolutely clean and packed with verified, complete, and updated contact information.It’s clear that Autoklose gives you a plenty of prospecting options, and the fact that you can search for your potential customers by using different parameters makes it in a way similar to HeadsignNow, but one of the main and most important differences is that Autoklose provides you with validated data which undergoes a meticulous 50-point data-scrub, meaning that every missing field is filled in, and every email, phone number, address, and job title is checked both manually and through the proprietary technology. To cut the long story short, Autoklose keeps you covered and gives your prospecting a big boost.

Document management software (DMS) came about to provide an automated way of organizing, capturing, digitizing, tagging, approving, storing, accessing, and completing tasks involving your business files and documents. Cloud-based document management software will even provide you a secure, central online repository of your documents where you can easily search and retrieve files and share with others. All these translate to efficiency, productivity, and savings. And you contribute to the paperless movement that’s good for the environment.AlfrescoIt is an Open source ECM that provides document management, collaboration, knowledge and web content management, record & image management, content repository, and workflow It supports the Common Interface File System(CIFS) that enables document compatibility with Windows as well as Unix like Operating Systems. Alfresco comes with API support and works as a back-end to store and retrieve the contents. Easy customization and version control are the best features of Alfresco but are quite complex to use.LogicalDOCLogicalDOC is an open source Java-based system and can be accessible by any web browser. This system can be accessed on your own network and it allows to create and manage any number of documents. Helps to improve productivity and collaboration of the document management system. Avails quick access and easy retrieval of contents. It uses Java Frameworks like Hibernate, Lucene, and Spring to provide highly flexible Document Management solution. Comes with a set of well-dFeng OfficeFeng Office is an open source DMS with a web-based collaboration platform. Some good features of Feng Office include time tracking, Gantt Chart, task management, and knowledge management. It is user-friendly and allows you to tag items. You can even track and mail the content to multiple users at the same time. The only drawback is that it makes some of its features paid-only with every update. defined API to integrate with third-party applications.NuxeoNuxeo is an open source system that manages the flow of contents through the business cycle. The proven system to reduces time consumption required for content search and retrieval. Provides a number of ways to capture the contents including image scanning. Audit logging is one of the good features that you can use to track the content and is an easier way too. Serves a rich set of APIs, robust platform, easy customization, and maintenance of projects. But it is quite tricky for beginners and some instance customization may become complex as well.signNowsignNow is an online document management platform that lets you create, deliver, and share documents online. It allows for legally binding e-signatures ad supports various document formats like PDFs, Docs, and other preexisting digital documents for faster paperless transactions and processes. The software works well with quotes, contracts, agreements, and other sales collateral, and is ideal for use by your HR, sales, marketing, finance, legal and operations departments. For that matter, any business or organization where document building, sharing, and delivery are integral to operation can benefit from signNow’s powerful capabilities.eFileCabineteFileCabinet is regarded as one of the most secure and scalable DMS today, offering enterprise capabilities at small business prices. It is a one-stop-shop document management solution which covers a variety of delivery modules, allows for easy and fast upload, and simplifies data migration. It offers workflow automation completely customizable to your business, advanced search to give you quick access to documents, out of the box integration to swiftly get you up and running, and data governance which guarantees that your data is always safe and compliant.SmartDocuments EuropeSmartDocuments Europe is a cloud document creation platform that gives you tools to build and assemble documents organization-wide anytime and anywhere. It offers a suite of template management features where you can easily create your own templates for letters, mailings, invoices, and more, using simple drag and drop functionality and an easy to use an editor. All templates are centrally managed and available in the Template Repository across the organization and across applications.SamepageSamepage is an award-winning project collaboration software that brings you collaborative tools, communications solutions, and document management capabilities in one cloud-hosted platform. Its all about productivity, and Samepage lets you achieve that through features and capabilities that include team chat, video conferencing, task management, file sharing, real-time document collaboration, and more. The software is designed to help teams of all sizes manage projects and get more done in a single easy-to-use workspace.To know more click here

When it comes down to choosing a good solution to manage your documents, whether you’re an individual, or part of a company, there are a few things to consider, and it basically boils down to what you need the software to accomplish, how much automation you want, how easy do you want it to be.A good all around option I’d suggest checking out it Kdan Document 365. It has some nice features to help you manage your PDFs (editing, signing, etc.,) and other kinds of documents you might be working with. If you’re part of a company, it’s easy to share and collaborate on projects/documents/presen...