Help Me With Implement eSign in SalesForce

Get to a point where you no longer have to set our own demos by hiring SDR or an assistant. If you can't do that in the foreseeable future try to increase the amount of referrals you get and genuine inbound interest. Those 2 sources of leads tend to have shorter sales cycles and go through first phases of the sales cycle relatively quickly so that you can get to the point you are strong in fast.Other thing you can do is improving your game in first stages. Simple process you can perform on yourself: map every action (especially the little things) you need to do during the sales cycle based on your previous sales cycles. Get rid of as many of them as you can and try to automate as much of those you can't get rid of you can so that you can get quicker through phases you seem not be the best at. Last thing: look at touch points with your clients during your sales cycle and think how can you make them as friction less as you can. Couple of hacks which helped me to optimise my sales cycle are:CRM - pipedrive (although we'll propably migrate to salesforce sometime soon)Inserting my skype ID into the footer of my e-mailCalendly which eased up setting meetingsImplementing an easier, faster and cheaper payment system Implementing a faster deal signing process

SFDC is so broad, I can safely say one could spend their entire career learning, modeling and signNowing themselves for various aspects of the platform.  There's just basic  SFDC (Salesforce.com)   and then there are other areas;   Service Cloud, Sales Cloud, Heroku, Data.com, etc.The best advice I would give before even attempting to do anything "real" is to do the following;1.   Sign up for a developer account (it's free - forever)2.   Go through the http://wiki.developerforce.com/p... - examples by examples.   It's basically all there - The problem I find is that people with software developer experience try to "beat into submission" their current experience to the SFDC platform.That, IMHO why SFDC is seen as "hard to learn" - it's not that it's hard. it's just hard to mentally ditch your previous experience (or at least tweak the heck out of it).Some For-instances - *. The APEX language, even though it's "java-like" is simply not Java.*. The Visualforce language, although "HTML-like" is simply not HTML or javascript.  Further, the architecture of how it works is completely different from how thing work in typical web server environments.*. SOQL/SOSL Data queries are not SQL.   The typical scenario is, many companies that have big expensive development staffs that try  to just "pick up" SFDC, run into huge problems.  Usually involving large licensing fees (upwards of $65/month/user to $250/month)  and some completely befuddled developers....And then in come the consultants - billing out at about $250/hour (and up)Soon companies can be hemorrhaging money.   SFDC has a lot of advantages - multi-tenant architecture, guaranteed availability, mobile apps, APIs, great, friendly user interface, internationalization, JSON/RESTful interfaces, lots of extensibility, a great user community.... and lots more.  BUT- Learning the SFDC platform is infrastructure programming, pure and simple, with a lot of "clicks-not-code" activity.I've found it hard to convince  java programmers, for instance, that (s)he can implement a workflow and/or Validation rule to do what they need to do, rather than sling a bunch of lines of code into a trigger or anonymous APEX to have things done.To learn Salesforce, throw your java/SQL/HTML (well most of your HTML) experience away, and just make it through the workbooks in the link I provided above....  THEN - determine if it's for you.There are so many specific tricks to learning how to build a really robust SFDC implementation, that it can seem daunting at first.... however, it's absolutely amazing to me how many people simply have not gone through the workbooks.... It's usually my first question:   "have your developers gone through the Force.com workbook?"

LiveChat! Period.We’ve been developing LiveChat for over a decade now and tailored it to work perfectly as a premium tool for e-commerce. It’s a proven tool, not only enhancing customer support but also increasing sales.Here are some functionalities we equipped it with, you will definitely find helpful to carry a successful business online:1. Tracking and identifying customers.LiveChat gives you a unique opportunity to track visitors’ activity on your website, as well as referring page they found you through. It’s also a powerful lead generator!Additionally, you can use various 3rd party integrations to pull detailed contact information from your own databases and display it in LiveChat2. Goals settlementWith the possibility to track all the chats your agents carry, you can set up specific beneficial conditions you want to signNow (sign ups, sales, etc.) and attach them to chats. This way you’ll get to calculate ROI of your activity with ease.3. Targeting and engaging visitorsAs our customers’ case studies shows, consumers who chat are even 10 times more likely to make a purchase (!). That is why we equipped LiveChat with chat invitations you can customize according to your needs.How does it work? Basically, customizable chat window (with chat invitation you set) will appear on visitors’ devices display once their activity on your website meets conditions you have established.Implementation of customizable greetings seems crucial. Properly conducted, it can unlock LiveChat e-commerce potential.4. Reports & analyticsReports can give you detailed insight into your support/sales agents activity, including such info as:· Greetings conversion· Chat satisfaction· Chat duration· Response time· Staffing prediction· Availability· Agents activity· Goals signNowing· Pre and post-chat surveysAs you can see, not only can they deliver sales-related data, but also can be a valuable source of information about the efficiency of your agents and a basis for their evaluation.5. IntegrationsCombining unique functionalities of LiveChat with various 3rd party CRMs or E-commerce platforms can provide even more cohesive tool for your online business to flourish. Knowing that, we devoted considerable resources to develop easy-to-implement integrations that will make your e-commerce enterprise even more successful.Regardless of whether you use Zapier or Salesforce, Shopify or Xcart, Magneto or WIX – you are just few clicks away from attaching LiveChat to any of them.You can give LiveChat a try, by submitting for a free 30-day trial.You’ll love it! ;)

Try signNow, the e-signature app loved & used widely used by businesses & professionals across the globe to reduce the turn-around time & help to remain uber productive.Apple & Google loved product is used by more than 3.5 million people across 150+ countries. signNow lets you electronically sign & send documents from smartphones, tablet and web.One can easily import documents of size upto 25-30 MB.This is what professionals across verticals have to say about this product!Also, it is tax-time, what are you waiting for, give this a spin.

Great question. Lead quality is often treated by companies as less valuable than lead count, but with the advent of big data and analytics, marketers are now able to understand more about the behavior and preferences of their leads/prospects/customers.Leads are people whose basic contact information you have gathered, and who may be interested/have shown some interest in your product/service, without making any commitment to purchase.Lead quality is, in the simplest terms, the likelihood that they will actually buy anything. The higher the likelihood, the higher the quality of the lead.How do you measure that?The obvious answer is conversion rate. You might argue that it’s an assessment metric — marketers can’t know until the sales team have worked with their leads how they performed based on that metric.That’s true, but it can also be used in a more predictive sense. If you have conversion rate data, you can match customer profiles/info to conversions, and see which type of lead is most likely to be converted. That way, you can build up your ideal customer profile, and devise marketing strategies for generating leads that meet this specific criteria.Another answer is trackable behavior metrics.As marketers, you’ve probably come up with a variety of marketing campaigns for both outbound and inbound leads: everything from email newsletters to websites to social media pages. You must also record, track, and analyze every single activity of every single prospective customer on your marketing channels — when someone visits your site, or clicks on a link in an email, or hangs up on a call, you should know.That will help you determine the patterns of lead behavior that are congruent with high lead quality. How do leads who later become customers behave upon first contact with your company and your content?Whatever metrics you decide to use, the key is to invest in software that will let you manage all your data properly. At Tenfold, we’ve built a tool that does just that. It captures and integrates data from various channels, including phones, emails, website, your CRM, and other business apps. Sales can leverage that data in pitching to leads, and marketing can leverage that data in improving their targeting and strategies for lead generation.Hope this helps!

Salesforce Marketing Cloud enables you to create intelligent customer journeys with marketing tools like Journey Builder, Email Studio and Social Studio. The possibilities are endless, but how do you get the most out of these tools? We suggest 5 Salesforce Marketing Cloud hacks to implement right away, including long-term solutions. Let’s go!1. Create a solid data strategyDo it now: Behavioral information stored as data is the fuel for your Salesforce Marketing Cloud engine, so you always want enough supply. Do some research on where visitors are likely to sign up and make sure you know via which form a visitor signed up. You can track this by adding specific sources in hidden fields on specific forms. When you know where a visitor signed up, you probably can tell in which stage it is in your sales funnel. This is the start of your communication with the lead and where you learn what the lead is interested in. You can track the email clicking behaviour to enrich the profile of the lead even further. This combined data leads to an order from the new customer, giving you even better insights on what the customer needs. Make sure you have a list of all entry points and the source is clear to start with.Long-term: Starting small is fine, as long as your data model is scalable and includes the necessary data to run campaigns with most business upside. The last thing you need is having to make a ton of time-consuming adjustments. Define your vision and goals together with your stakeholders so you can take these into account from the start. For example, if you know what journeys you want to implement in the short term, you can already start collecting data on these entry points. Document all these touchpoints with sources in your technical documentation. Update this technical documentation when necessary to ensure that team members or a third party can get to know the data model through and through, so the success of the output doesn’t just rely on you.2. Test, test, test and test againDo it now: Like any marketing platform, Salesforce Marketing Cloud has its peculiarities. For example: one marketing e-mail can be sent in several ways. Make sure you understand the cohesion between the studio’s, builders and clouds and test thoroughly after every adjustment if everything works the way you want it to work.Long-term: Adopt the “4 eyes principle.” In this procedure, two colleagues check and approve what you built, changed or optimized in order to reduce the likelihood of errors. With a fixed procedure like this your team is ready for any Salesforce updates or new functionalities, and the quality of your campaigns is always maintained. Also write down what has been tested so your team knows and can learn.3. Find the right administratorDo it now: Because of the complexity of Marketing Cloud, small mistakes can have a very big impact. Forget to check a box and someone can end up in the same journey several times, which can lead to serious spam issues because users get the same email multiple times. You also need a ton of knowledge and experience to get the best results out of Marketing Cloud. That’s why it’s key to appoint an experienced administrator you can always rely on. With one person who has ultimate responsibility, Marketing Cloud stays nicely organized; this impacts the risk on mistakes.Long-term: Keep training your teams. In order to get the most out of Salesforce Marketing Cloud, certifications aren’t sufficient. It’s essential to share everybody’s knowledge and experience within the teams. Not just because the platform is constantly adding new features, but also because different perspectives are crucial for better output. You might want to consider a partner to help you with trainings for the different roles and goals in your team. At NEWCRAFT we have a weekly working session with specialists from different disciplines. In those sessions we give tips about Salesforce Marketing Cloud and try to come up with a solution for a problem within an existing case. Last week this enabled us to improve and automate reporting within Marketing Cloud!4. Crawl, walk, runDo it now: What makes Marketing Cloud great, is what makes it complicated at the same time. There are so many functionalities… where to start? Tip of all tips: resist the temptation to set everything up at once. For example, instead of creating the the longest, most detailed journey in Journey Builder, build a journey with three e-mails and measure the impact. Once you’ve done so, apply your learnings and expand on this basic concept. This basic concept is often referred to as minimum viable product (MVP). In this way you can try out a Marketing Cloud functionality, optimize it, and build up your Marketing Cloud experience from basic to expert!Long-term: Create a detailed roadmap with a phased roll-out of functionalities before you start using Marketing Cloud. Start with a first implementation and define your MVP’s. Grow your MVP’s by building out the journey’s with more touchpoints. Learn by A/B testing and validate every touchpoint you add to the journey by optimizing on important kpi’s, like open rate and click through rate. When you are satisfied with the result, implement the more complex functions like personalization. Success is created step by step!5. Know your customersDo it now: as marketers we sometimes forget why we use marketing automation and personalization. Sounds familiar? Here’s a reminder: you’re doing it to give your customers the best experience possible and to help them find your brand when it’s relevant for them! Segmentation and personas are a great first step, but have you thought about having face-to-face conversations with your customers? As technical marketers we spend most of our time behind computer screens reviewing data to understand our customers and sometimes forget that they are real people we can go and talk to. Instead of just looking at the numbers, set up in person meetings with your customers to discuss your brand and their behavior. This will give some context to the data, get you closer to your customer and make your brand even more relevant.Long-term: Implement a structure to organize user tests, personal interviews and focus groups on a regular basis. There are numerous services to help you with this. Again, start small and gradually develop a complete feedback loop for customer experiences. This way your customers are the core of every decision you make. At the same time continue tracking and analyzing customer behavior and building stronger segments. The more data you have, the more impactful your communication will become.Salesforce Marketing Cloud ConsultantsIn conclusion, Salesforce Marketing Cloud is an extensive and often times complex tool; there are many things you can manage yourself, but even more things you might need some help with. Salesforce Marketing Cloud requires specific capabilities and NEWCRAFT has all the knowledge and skills to help you succeed.Our Salesforce Marketing Cloud Consultants have experience in strategy and execution, and we can help you develop in-house capabilities to make working with Marketing Cloud more manageable. This way your organization gets maximum results from Salesforce Marketing Cloud. Curious? Feel free to get in touch with Crawford Roark. Mail to: crawford@newcraftgroup.com or give him a call at: 06 – 49 84 62 63Want to know more about how we can help you with Salesforce Marketing Cloud? Read more about our Salesforce Marketing Cloud expertise.Career opportunities at NEWCRAFTLooking for a new job in the field of Salesforce? We are always looking for Salesforce Marketing Cloud Solution Architects, Senior Google Marketing Platform Consultants, Salesforce Marketing Cloud Experts or Salesforce Project Managers.Or find other career opportunities at NEWCRAFT.These are the 5 Salesforce Marketing Cloud hacks you must know - Newcraft

It depends on your requirements. Do you need cloud LMS or LMS hosted in local network without internet access, the number of users, etc. You can try with Classroom2020. It is possible to get a free demo to test it. Here are some of the features:Self-hosted or Cloud installOne-time feeUnlimited UsersUnlimited Questions and Question PoolsUnlimited CoursesUnlimited LessonsUnlimited rolesUnlimited QuizesFiles and ultimedia content can be added to courses (PDF, images, audio, video, Google Docs, embedded links, YouTube links, etc.)Forum for discussionSubscribers that receive email notifications on user progressCustomizable grading systemsLoading users from ExcelPersonal Email ServerDomain and IP restrictionReports and statisticsOther…