Help Me With Integrate eSign in SalesForce

airSlate SignNow offers seamless integration with Salesforce, enabling you to streamline your document management processes. By using our platform, you can easily send and eSign documents directly from Salesforce. This integration not only saves time but also enhances the efficiency of your sales workflow, ultimately helping you with Salesforce.

airSlate SignNow provides flexible pricing plans tailored to different business needs, including options for small teams and larger enterprises. Depending on the features you require, you can select a plan that best suits your budget while providing the tools to help you with Salesforce. Check our pricing page for detailed information.

Our platform offers various features such as templates, automated workflows, and real-time tracking that can signNowly enhance your document processes in Salesforce. With airSlate SignNow, you can easily create, send, and manage documents, all designed to help you with Salesforce. These features facilitate eSigning and document tracking to improve your sales efficiency.

Yes, airSlate SignNow is fully optimized for mobile devices, ensuring you can manage your documents on-the-go. Whether you’re on a sales call or away from your desk, our mobile app allows you to easily send and eSign documents, helping you with Salesforce anytime, anywhere. This flexibility is crucial for a fast-paced sales environment.

Using airSlate SignNow with Salesforce enhances your document workflow by reducing delays and increasing accuracy. This integration helps you with Salesforce by ensuring all documents are easily accessible and compliant. The combination of eSigning and document automation leads to faster deal closures and improved customer relationships.

Yes, airSlate SignNow offers a free trial that allows you to explore our features and see how they help you with Salesforce. During the trial, you can test the integration capabilities and understand how our platform can streamline your document processes. Sign up on our website to start your journey towards more efficient sales documentation.

Security is a top priority at airSlate SignNow, and our platform is compliant with industry standards, ensuring your documents are safe. When integrated with Salesforce, airSlate SignNow utilizes encryption and secure cloud storage to protect your sensitive information. This emphasis on security helps you with Salesforce by providing peace of mind during the 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! ;)

Salespeople are always on the lookout for tools that can make their lives easier. And, our sales folks are always willing to help just about anyone with what they've learnt. So, we asked them for the best chrome extensions that they use daily, ones that enable them crush their targets.Chrome extensions are a smart way of getting things done faster and fit in to your daily work life seamlessly. If your sales folks use Google Chrome, then they're going to love this list that we have compiled below:1. LINKEDIN SALES NAVIGATORCATEGORY: LEAD GENERATIONPRICING: $65/$100/USER/MONTHWe begin with the ones that is most obvious that you might already be familiar with – LinkedIn Sales Navigator – but, whether you’ve tried it or not, you can still get the Sales Navigator browser extension, as it works both for those who have a regular, free LinkedIn account, and those who have the LinkedIn Sales Navigator tool.And depending on your plan, you’ll get different benefits and features:REGULAR LINKEDIN ACCOUNT:Look up for a profile of any of your Gmail contacts by hovering over their email address - you’ll get to see important information from their LinkedIn profile directly without having to leave Gmail, including your shared connections and their work experience.SALES NAVIGATOR ACCOUNTIf you have full access to LinkedIn Sales Navigator, you can use the extension to quickly save your contacts as leads. You also have access to 'TeamLink' which helps to find any common connections with prospects so you can get an introduction.2. HUNTER.IOCATEGORY: EMAIL SCRAPINGPRICING: FREE, $39, $79, $159 /USER/MONTHThe Hunter Chrome Extension helps you find the most crucial contact information that you care about – company email addresses.The tool can be used on any website you want - if the icon is colored orange, that means it’s found some emails for that particular company, so you can click on it to check the results.Sometimes, you also get a name with the email to help you understand whose it is, but not all the time. Additionally, you might encounter quite a few out-of-date emails, but Hunter combats this by giving all emails a quality score to let you know how likely it is that email is still in use.You can also find possible email addresses from lead names using their native algorithm and domain names and verify validity of email addresses. Find email addresses in seconds • Hunter (Email Hunter) has the highest accuracy rates of all the email scraping tools our sales folks have used so far.3. EMAIL EXTRACTORCATEGORY: EMAIL SCRAPINGPRICING: FREE, $9.99 ONWARDSEmail Extractor is a tool similar to Find email addresses in seconds • Hunter (Email Hunter) that assists in finding the right domain and email addresses for prospects. It can even host details such as Twitter and Facebook accounts in its databases. It can provide you with domain names and email addresses of members of the organizations with those domains that are scraped from various websites.Alternately, you can also enter the name of a lead and the domain name and Email Extractor will give you an email address with decent accuracy rates.You can also verify any email address on the platform and it will let you know if it is a valid email ID or not. We have encountered scenarios where the domain is a "catch-all" domain and it cannot be 100% verified if the email exists or not.Exporting of the contact details of bulk prospects and downloading as a .CSV file is a notable feature of Email Extractor.4. SKRAPPCATEGORY: EMAIL SCRAPINGPRICING: FREE, $49, $99, $199, $299 /USER/MONTHSkrapp as a Chrome Extension works seamlessly with LinkedIn and can help you pull professional email addresses of your prospects straight out of their LinkedIn profiles.It runs on a predictive algorithm and hence reliability of the email addresses is not 100% but the reason why our salespeople have Skrapp in their Sales stack is the convenience of it - the "Find Email" button right under the "Message" button makes it so easy to quickly scrape the email address of the prospect and then moven to the next - a deadly combination with LinkedIn Sales Navigator!The lists in Skrapp are quite useful as well and are directly accessible within the Chrome extension itself. You can add the scraped email addresses to any of the lists that you may have created. However, it doesn't always find the email that you need although when it does, it mentions the probability of it being accurate.5. KLENTYCATEGORY: EMAIL OUTsignNowPRICING: $30, $60, $100 /USER/MONTHKlenty is your one stop shop for all your cold email outbound needs and the Chrome Extension lives up to that. You can set up cadences, automate follow-ups, track sent emails and even find email addresses of prospects.You can quickly start your cadences from your inbox via the Gmail plugin without having to hop on to the platform and toggle settings like time of sending, number of days between touchpoints and nifty placeholders which can be customized on the platform.There are also some well researched cold email templates that will increase your open rates and response rates.6. STREAK CRMCATEGORY: EMAIL TRACKING AND CRMPRICING: FREE, $49, $99 /USER/MONTHStreak was made specifically for businesses that thrive on the Google suite of products. It integrates seamlessly with your Gmail, Google Sheets, Google Docs and can send/ track emails, set up cadences and is also a CRM. The beauty of Streak is that it is capable of running your entire sales process from within your inbox.It also provides you with options to completely customise the CRM as you see fit allowing it to run as a tool for Sales, Recruiting, Fund Raising and even Project Management.As a CRM, Streak is designed to be as flexible as possible with use cases for all members of an organization and is also one of the most downloaded Chrome Extensions on the web store in this category.7. DATANYZE INSIDERCATEGORY: SALES PROSPECTINGPRICING: FREEDatanyze Insider is a simple, yet highly useful tool for sales prospecting.Whenever you're on a company website, all you have to do is click on the extension to get a wealth of useful information to prepare you for contacting your leads:See, at a glance, important information about the company, such as their location and contact details, as well their revenue bracket, how many employees they have, and how much they've spent on techQuickly access social and technology insights about the companyPlus, you can also highlight a person's name to see if you can find their contact details, and add/export contacts to your CRM tool.8. ZOOM SCHEDULERCATEGORY: VIRTUAL MEETINGPRICING: FREE, $14.99, $19.99 /USER/MONTHZoom, the cloud meeting company, unifies mobile collaboration, cloud video conferencing and simple online meetings into one easy-to-use platform.The Zoom Chrome Extension allows participants to schedule Zoom cloud meetings directly from Google Calendar. With the click of a button, you can start an instant meeting or schedule a future meeting. The meeting URL and information is sent via a Google Calendar invitation so the attendee can join with a single-click.Zoom Chrome Extension allows you to:Start an instant meetingSchedule a meetingSchedule a meeting for others9. FRESHSALESCATEGORY: CRMPRICING: FREE, $12, $25, $49, $79 /USER/MONTHFreshsales is a sales CRM for teams who don't want to juggle between multiple tools. It offers everything a salesperson needs - built-in phone and email, lead scoring, customizable reports, event tracking and a visual sales pipeline - in one single platform.With Freshsales' Chrome extension you will have a 360-degree view of the prospect inside Gmail, so you have more context before connecting. Once you install the chrome extension, you will be able to see all the relevant information and sales history whenever you open an email from a lead or a contact. Information such as recent activities, notes, tasks and associated deals will all be visible. Freshsales possibly has the cleanest UI out there.By providing the most commonly-used features at very nominal prices, Freshsales is quickly becoming one of the most widely-used CRMs.10. SALESFORCE LIGHTNING FOR GMAILCATEGORY: CRMPRICING: $25, $75, $150, $300 /USER/MONTHLightning for Gmail lets you experience Salesforce right from Gmail. This Chrome Extension is compatible with Salesforce Classic UI and Lightning Experience.Increase productivity by getting additional information about your email with details coming from Salesforce. Create new Salesforce records without toggling between applications.Salesforce is the most well known CRM in the market and is widely considered the leader in this space. It will however eat a huge chunk out of your pocket and is recommended for teams who truly need the features.11. PIPEDRIVE CRM FOR GMAILCATEGORY: CRMPRICING: $15, $29, $75 /USER/MONTHPipedrive is a feature packed CRM which can be a very good addition to your stack. With this Chrome Extension, you'll be able to access your Pipedrive contacts and deal without having to leave Gmail. The moment you click on any email, you'll instantly see your sales history with the contact, so it's easy to get the full picture before moving forward.From the comfort of your Gmail inbox, you can add new contacts, create new deals, add notes and activities in Pipedrive without having to leave Gmail.An increasing number of businesses are employing Pipedrive as their preferred CRM, the customizable dashboard being a key reason for doing so.12. HUBSPOT SALESCATEGORY: EMAIL OUTsignNow & CRMPRICING: FREE, $50, $400Hubspot Sales is a suite of sales tools that aid in email outsignNow. Features like email tracking, attachment tracking and automated cadences make it a well rounded Sales software which they call the Sales Hub.Hubsoft also provides a CRM which is included in the suite. The Hubspot Sales Chrome Extension integrates with your Gmail and allows you to automate your email cadences straight from your inbox. What's more, the leads get automatically updated on the Hubspot CRM.If you are willing to shell out on the higher price plans, you can have the full gamut of its nifty features.13. DRIFTCATEGORY: CUSTOMER CENTRICITYPRICING: FREE, $50, $500 /USER/MONTHDrift lets you automatically greet prospects with a personalized message when they’re on your site.The Drift Chrome Extension closes the loop between conversations that happen over email and conversations that happen in real-time on a website, ensuring that sales reps never miss an opportunity to connect with a prospect at exactly the right time.With the Drift Extension, sales reps will be able to greet website visitors with personalized messages and respond instantly while a prospect is live on their website.Drift has some very nifty features that could make it your chat subscription of choice.14. PAPERFLITE EXTENSION FOR GMAILCATEGORY: CONTENT INTELLIGENCEPRICING: $30, $50 /USER/MONTHPaperflite is the content everything platform that enables you to organize your content in structured streams, share it with prospects across channels in stunning storyboards and track how it is engaged with by prospects.With the Paperflite Chrome Extension for Gmail, you can directly append content in the compose box and pull it from the Paperflite cloud - super fast and super easy. The best part is that you still get the analytics on how the end user has engaged with your content - page level analytics on what works and what doesn't. Talk about content ROI!With the focus on relevant features and simple UI, Paperflite is quickly becoming the preferred content intelligence and sales enablement tool for fast growing businesses.15. ATTACH.IOCATEGORY: CONTENT INTELLIGENCEPRICING: $36, $60, $96 /USER/MONTHIdentify your most engaged leads, close more deals. is the simplest tool for sharing content and tracking results. It works well for organizations without a lot of content. It is a tool for a very specific use case - sending content to prospects and tracking how they engage with it.With the Identify your most engaged leads, close more deals. Chrome Extension, you can send attachments straight from your inbox and measure open and click rates.There are a lot more extensions than the ones that we have featured in here. For a start, these 15 examples should hopefully be good enough for you to get inspired and forge ahead. Do give us a shout in the below comments if there are any extensions that you'd like to see here.

The tool you are looking for is LeadSquared. It provides a tight-knit, bi-directional integration with Salesforce, to ensure that you can seamlessly link your CRM and marketing automation tool.If you are in a hurry, or not interested in reading one more answer, check out this quick 2 minute video on how the LeadSquared-Salesforce integration can help.Now, lets get to the details - I assume that you already have a Salesforce account. So here are a few items that you should keep in mind before getting that automation tool:a) Ease of integration:You will have a good number of data as ‘Leads’ and ‘Contacts’. Even if you have a dedicated resource to execute the integration, a one-time data sync, with frequent data-push (as less as 15 minutes) is essential. You cannot manually keep syncing the two systems every time. Easier to map the required fields from Salesforce to your automation tool (LeadSquared :)) just once, and then let the connectors do the work.b) Real-time data updates:Say you edit your Lead’s email id in your Salesforce account. The edit should also reflect in your marketing automation tool. It would be highly redundant to ask your sales guy to do the same edit twice. Chances are, that he would not make the change (ahem, forget) and your database will get highly messed up. Ensure that the tool you get allows for such real-time updates.c) Automate sales notifications:Agreed, notifying the sales user to lead’s activities is not what you want the tool for. However you cannot argue that giving a head’s up to the lead owner about critical lead activities (like viewing a pricing page), wont impact conversions. The more your sales guy knows what the lead is upto , the higher his chances of closing the deal. Therefore, the marketing automation tool you get should empower you for this. Here is how a you can set up such an automation with LeadSquared.d) Close the gap between sales and marketing:As a marketer, this is by far the most crucial aspect for me. I would like to automate the entire lead journey - from capture, to distribution, qualification and nurturing to finally conversion. So, the software I get should be intelligent enough to execute it and flexible enough to seamlessly use the data from Salesforce. Here is an example of the automation I am talking about:Say the Lead Stage of an old lead changes (he is more engaged, he fills up a free trial form) from ‘Prospect’ to ‘Opportunity’. Then, depending upon his subsequent actions, I would either send him nurturing emails or get sales to contact him.e) Get complete Lead Capture information:As I mentioned before, the data sync between LeadSquared and Salesforce is bi-directional. So, information can get pushed from LeadSquared to your Salesforce account.This is important because, LeadSquared has lead capture tools (Telephony connectors, Fb lead ad forms, Landing pages, web forms), that Salesforce doesn’t have. If a lead enters your system via LeadSquared, all the pertinent information can be captured in Salesforce.Can you recognize the Salesforce interface? Here, you can find all the details of your lead, captured for your reference. Also, to simplify it further, you can go to the LeadSquared page of this lead, right from this grid (see highlighted area).So there you go. Just 5 quick reasons to highlight that if you have Salesforce, LeadSquared is the marketing automation tool for you.What do you think? Are you looking for any more features? write to me - lakshmi@leadsquared.com and I can help you out. Or, you can Try LeadSquared Free and see how simple it really is!Either way, let me know what you choose. I would love to know.

It is illegal in certain cases. If you’re using openly available professional email addresses, then you have nothing to worry about. You have even less to worry about if you use a quality sales data provider - for instance UpLead.This tool was actually founded by me, and it’s used by companies like Salesforce, IBM and Amazon because of our database of more than 30 million verified B2B business contacts in 200+ countries all over the world. We’re a B2B data provider and a sales intelligence tool that lets you build targeted prospect lists.You can search for prospects by using over 50 filters, such as job title, technologies used, revenue, company’s location, and the company’s size to get the right data to boost your sales efforts. We have built-in real-time email verification. Each time you export a lead, the email address is verified. Additionally, UpLead integrates with the major CRM providers such as HubSpot, Salesforce, Pipedrive, Zoho, Insightly and others.Other sales intelligence tools that you can use to build your lists:Hunter ioHunter is a sales intelligence tool that helps you to connect with any person that can make a difference to your business, while being transparent regarding source and dates of information. The tool boosts the sales of your business by providing you with the email addresses you need within a few seconds.The pricing plans on Hunter range from €0–€319 per month and allows you to make 100 to 50,000 requests per month.LinkedIn Sales Navigator562 million people. That’s the current number of people using LinkedIn. Almost 50% of all American inhabitants are signed up. That says a lot about the successful social business network. But only a fraction of these people use the paid version of LinkedIn: the Sales Navigator.It allows you to conduct advanced prospect and company searches while getting lead recommendations that might fit your requirements. Additionally, you can easily integrate the Sales Navigator with your CRM and sync all prospect information. LinkedIn also provides you with real-time updates on relevant events such as job changes.The Sales Navigator Professional plan starts at $79.99 per month (while the first month is for free).Hope you find the leads you’re looking for - and remember to check out UpLead (we have a free 7-day trial). Good luck!

Thanks for A2As!To be honest, our CEO’s answer in this thread summed up LiveChat’s advantages perfectly. Additionally, Jacob rightly underlined here that LiveChat is recognized as the best live chat software by customers around the world.What they didn’t explain is WHY is LiveChat considered the best live chat software provider, though. Therefore, let me focus on this aspect here.If you assume that ranking LiveChat at #1 is directly related to features we equipped our software with, you are only partially right. Just scroll through this thread and you’ll notice that among over 100 of answers you can find here, most contain generic information about similar set of features!Let me be even more straightforward here: It’s quite likely LiveChat doesn’t have some functionalities that other live chat software providers may lure you with.You want to know why, don’t you?It’s because we don’t want to lure you with anything you actually don’t need to make your live chat experience . We have been developing our software for overt 14 years to provide your online operations with the real value added, instead of clogging it with gimmicky features that are irrelevant for you to manage your business in the right way.We’re not passive with our product development, though. It’s quite the opposite, actually. Our developers test various solutions incessantly. In fact, many of them could be attached to LiveChat straight away. But we abstain from implementing them unless we're sure they’ll truly enhance our software’s user experience. Ultimately, we are more than sure that your business is not the area you’d like us to experiment on.So what makes LiveChat the best?We acknowledged 4 major assumptions of LiveChat development we strive to pursue, that distinguished us on the market and brought us where we are now:Keep things clear and simple.Provide the best all-around product.Be always available for our customers.Become a partner of customers’ businesses.KEEP THINGS CLEAR & SIMPLEThis term refers to everything we do at LiveChat, including:Product features. We understand that LiveChat has to support your online operations, instead of making them more and more complicated. That’s why all the functionalities LiveChat is equipped with has been designed for you to understand the way they work with a blink of an eye.Software Installation. It can be finished within 5 minutes, few clicks and basic copy/paste skills.Pricing plans. Pricing plans are as clear as they only can. We don't lure you with free accounts which are never entirely free in fact (so-called freemium - you know all too well how sneaky and annoying can it be) and don’t implement in-app micropayments quietly either. Once you chose a payment plan that suits your needs the most, you can be sure not to be charged additionally for anything.No gimmicky solutions. I guess it was mentioned already. ;)THE BEST ALL-AROUND PRODUCT.We continuously work to enhance LiveChat’s experience. It’s not just one of many products we put our attention on. We intentionally decided to focus only on the development of LiveChat, avoiding the threat of being distracted by some side projects.And hey, it works!Our software is highly acclaimed by its users and professionals reviewers for variety of things:For being extremely POLISHED. Just take a look at LiveChat’s applications. You won’t find a better software in terms of simplicity and user-friendliness. LiveChat has been designed to efficiently support our customers, instead of overwhelming them witFor its RELIABILITY. You don’t have to worry for it to crash every now and then. LiveChat brings not only the efficiency to customer service you want to provide but also the stability. You can even track the status of all of our systems’ operations yourself and ask our support guys for help whenever you feel something works wrong. They’ll support you with your case straight away.For being FREE of bugs. LiveChat won’t slow down other software you use. In fact, it works perfectly with 50+ of 3rd party apps (CRM, CMS, e-commerce, social media & online marketing solutions). LiveChat is also optimized to operate smoothly on all major platforms and has dedicated desktop and mobile apps, so that you can provide your website visitors with support whenever you are and whatever you do.WE ARE ALWAYS AVAILABLE FOR OUR CUSTOMERSBeing there for you means the world to us! We set our business on two major pillars:development of a great productprovision of a top-notch customer service.We built our support team from the ground up, testing various communication channels and 3rd parties’ tools to make our software users satisfied with the quality of support we provide. Ultimately, our customers fell in love with chatting with us (using our own tool!) and the role of phone and email support diminished. Actually, we even took our phone/email contact data off our website.Still, we felt it wasn’t enoughTo enhance our customer support even more, we decided to implement two major adjustments:We expanded our Support Team to operate 24/7/365. This means we are available to answer customers' needs anytime they need us, all year long! Feel free to check this out anytime. :)We built a comprehensive knowledge base to foster the development of LiveChat users’ community and give our customers an insight about how to boost the efficiency of their online activities with our product.We are especially proud of our Customer Support Team. These guys are simply awesome!Our customers love them for their passion, positive attitude, in-depth knowledge and amazing dedication to their work. You can count on them to answer your queries straight away and solve your issues promptly. Just take a look at opinions about them, our customers share with us:WE ARE PARTNERS OF YOUR BUSINESSES.LiveChat is much more than just a software supporting your business. We are known for responding to our customers’ needs on many levels - far beyond the regular customer service.In need of examples? These are our recent activities:We created an ebook with valuable tips (not only related to LiveChat) helpful in supercharging customers’ online activities and boosting their sales: “A Complete Guide to Online Sales”We prepared an “Ecommerce During the Holiday Shopping Season” report. Our customers from e-commerce and retail industries can look into a valuable business insight gathered from over 1,400 companies and prepare themselves for upcoming Black Friday and Cyber Monday.We arranged a LiveChat Experts Marketplace for our customers who notify all the advantages that chatting with customers give (enhanced customer satisfaction, a noticeable growth of retention and higher conversion) but are reluctant to expand their customer service teams. LiveChat Experts Marketplace is a place connecting companies using our live chat software with companies that can help them with the expansion of their businesses in following areas:Implementation of software,Customer service and lead generation outsourcing,Chatting quality assurance,Agents' training and consulting.We created a unique Support Hiring Guide along with a set of Ebooks fostering the efficient way of using LiveChat. This way, we answered hundreds of our customers' requests to support them with the creation of Customer Support Team similarly amazing to ours.We developed a Typing Speed Test our customers verify their work candidates’ skills with.We introduced a Business Sidekick podcast, dedicated to all entrepreneurs and marketers cooperating with LiveChat who want to grow their online businesses and learn about eCommerce.We continue to equip our customers with valuable business insights: Customer Service Reports, webinars, benchmarking tools and other intelligence unavailable anywhere else.We have just released a brand new Customer Service Report 2017 (as of January 9th). It is based on the data gathered from over 13,500 companies representing 22 different industries. Customer Service Report 2017 is an in-depth analysis of over 240 million chats and support tickets from the past 2 years. All to give you an invaluable knowledge about the latest customer service trends and benchmarks. In addition to that, expert advice is included from influencers such as Shep Hyken Jeff Toister, Kate Leggett and Jonny Everett The report has just been released so you are given the very fresh insight into the specificity of customer service from across the industries!Due to all the aforementioned reasons, we’ve never even compared LiveChat to other products available on the market. Instead, we found our own unique way of doing business and customers cooperating with us appreciate our approach.Our ultimate goal did not change over the years either and is far from delivering glamorous yet useless solutions. We are all about providing a unique product and supporting its efficient use. All to foster your business’ growth with us.You can give LiveChat a try by submitting for a free, 30-day trial.No credit card info is required, of course. In the end, we do want to keep things clear and simple, don’t we? ;)

You have plenty of choices for both marketing focused and sales focused CRM’s, but selecting the right one for you and your business may also depend on what precisely you want to use your CRM for?What are your pain points?What problems would like your CRM to solve?What value do you want it to add? (monetary, time-saving, client engagement)I would recommend mapping out your requirements first. More than just MailChimp & GoogleSheets.Also, if you’re moving to a CRM, it may make sense to migrate all of your contact data, notes etc from googlesheets into the CRM?As your business is an e-health company, will you need, or do you have a client portal? i.e. somewhere your users can log into, track their workout or health progress, update their fitness or health routines, watch demo videos of particular exercises etc?If yes, then will you need your CRM to plug into that and sync in real-time?If it’s a CRM to run independently from your e-health software, Livespace may be a good fit for your needs.Hope this helps.If you’d like to discuss further Zhenya we’d be happy to chat with you.Livespace is a next-gen, process focused CRM with task & sales automation, drip email capability and is ideally suited for B2B sales teams & SME’s looking to grow.Some key Features include:Contact Management, inc. tagging / grouping (both person & company)Instant Grab from LinkedIn / Gmail contacts via Chrome ExtensionSales Pipeline Management (kanban board)Multiple Sales ProcessesDrip Email AutomationEmail TrackingSales & Revenue ForecastingHistorical Data from Past Purchases (company & person profile)Team Balanced Scorecard & KPI’sMobile / Tablet App (iOS & Android)Open API / Numerous Integrations / PieSync 2-way mirroring**Disclaimer** I work with Livespace CRM & would be happy to connect with you to further discuss how or where we may be of assistance.

Generally a best Marketing Automation tool can be declared “The best” based on the latest technology that has been inculcated within the software. A software that can adapt itself to the changing Marketing trends in the industry and also that provides the flexibility to further develop is considered the best tool according to me.While the choosing a Marketing Automation tool totally depends on your personal requirements, I would suggest you to take a look at the email marketing features available in Aritic PinPoint.Aritic PinPoint is a full stack marketing automation application, ideal for SMBs with upto 400 employees. Email marketing forms a core part of this automation tool. Starting with automated drip campaigns to email analytics, Aritic PinPoint has everything sorted for a successful email campaign.To create an email campaign that catalyses business, you will need to first profile and segment your email lists. Aritic PinPoint cuts down the manual labour by doing this for you. Irrespective of whether your prospect has entered their details or not, Aritic PinPoint will profile that lead and include in your database.Advanced segmentation is the USP of Aritic PinPoint. You can segment your email lists based on:Demographics like age, gender, location, etc.Buyer’s stage in which the prospect/lead/visitor is in.EventBehaviour on the website, mobile app, landing page, etc.You can automate drip email series like welcome email when someone signs up or joins a list or subscribes to your newsletter. Also, you can send automated onboarding email series helping your leads to proceed in their buyer’s journey. If your visitor or customer seem to get stuck anywhere in your website, you can send targeted email to that specific user to get going from that point.Re-engagement campaigns ensure that you engage with your old lists that have ceased to be active. You can re-engage them with highly targeted email.Dynamic content is a boon, because with dynamic content you can send emails that auto-update the content based on consumer behaviour, search history, and other such factors. Something that Amazon so frequently does!You can also include a GIF, image or a gated video in your email. With progressive profiling feature, you can be sure that your leads will get segmented seamlessly. Add to this, you can also embed web forms. Conducting surveys, getting feedback, and connecting with your leads is a matter of few steps with Aritic PinPoint.Advanced Marketing Campaign BuilderApart from this, you have:AutorespondersWebsite and lead trackingAutomated email workflow designsEvent-based emailsCart abandonment emailsData-specific emailsEmail tags and filtersStatic and Dynamic listsIntegration with various SMTP serversDevice responsive templatesFeatures like lead scores, engagement scores, push notifications, SMS campaigns, landing pages, social monitoring, account-based marketing, mobile notifications, team management features, etc. make Aritic PinPoint an all-rounder. To be honest, an email marketing campaign is preceded and succeeded by a lot of lead nurturing. Why juggle between multiple tools when you can get all of it on one single platform?Aritic PinPoint has its own CRM. It also integrates with other popular CRMs like Hubspot,MicroSoft Dynamics, SugarCRM, vTiger, Zoho CRM, Pipedrive and Salesforce. It also integrates with various CMS platforms, social media platforms, websites and apps.In short, Aritic PinPoint is a compact marketing automation tool that caters to every stage of the marketing funnel. It is a software driven by AI, and is presently working towards bringing AR and VR technologies into the software. How this works is that the triggers from VR can come inside Aritic PinPoint. Based on these triggers you can schedule your email, SMS and push notifications to your lead and hence design the complete flow of your campaigns. With such flexibility, the businesses can signNow out to wherever the end consumers are present and send them whatever they are expecting.Another latest technology that I can think of is Google’s innovation. Google recently announced that it wants to use AMP in emails. In a website, we can track all the activities that took place but in emails beyond the email opens we are not able to track anything else. We can use this technology to track down what all actions have taken place inside the emails that we have sent. Aritic PinPoint will also work on this AMP-based Email Editor as soon as Google introduces AMP in emails.Hope this helps.