Help Me With Save eSign in SalesForce

To login to Salesforce using airSlate SignNow, simply navigate to the airSlate SignNow application and select the Salesforce integration option. Enter your Salesforce credentials when prompted. This seamless integration allows you to access and manage your documents directly within Salesforce, enhancing your workflow.

Integrating airSlate SignNow with Salesforce allows you to streamline your document signing process while maintaining all your important data within Salesforce. You can easily send, sign, and manage documents without leaving the Salesforce platform, making your operations more efficient and saving time.

While airSlate SignNow offers a variety of plans, the cost may vary based on the features you choose and the number of users. However, the integration with Salesforce enhances the value of your investment by providing a comprehensive solution for document management and eSigning.

When you login to Salesforce with airSlate SignNow, you gain access to features such as automated workflows, customizable templates, and real-time tracking of document status. These features are designed to simplify the signing process and improve overall efficiency in your business operations.

Yes, you can easily customize your document templates in airSlate SignNow once you login to Salesforce. The platform allows you to create and edit templates tailored to your specific business needs, ensuring that each document meets your requirements before sending it for signature.

The airSlate SignNow integration with Salesforce is built with security in mind, utilizing encryption and secure data handling practices to protect your information. By logging in to Salesforce through airSlate SignNow, you can confidently manage sensitive documents without compromising on security.

After you login to Salesforce through airSlate SignNow, you can send various types of documents for eSignature, including contracts, agreements, and forms. The platform supports multiple file formats, ensuring you can handle all your document needs efficiently.

NetHunt CRMNetHunt is a user-friendly email CRM inside Gmail. It introduces a simple, yet effective concept. NetHunt lets you turn any email into a CRM record. This way, when a client or order email arrives into your inbox, you put it into the CRM folder with all of the related client data. The best part - there's no "other" app or service to keep open. The CRM database, pipelines and todo's - everything is available from inside Gmail.While many systems concentrate heavily on sales purposes, NetHunt CRM has a very customizable structure so you can manage almost any type of activity in it; from sales and projects to customer support, real estate and software development.Being a fully Gmail-based CRM, NetHunt also adds a marketing automation platform to your inbox, letting you send personalized mass mail messages, which openings you can track. If you're a Gmail user, you'll be quick to get used to how NetHunt CRM works. And with all those features included (with no limitations), it costs only $25 for a team of up to 5 people, making it one of the most affordable systems on the market.FreshBooksThis app gives small-business owners and freelance workers a simple way to manage and track invoices.FreshBooks lets you create personalized, professional-looking invoices; automatically bill your clients for recurring invoices; and accept credit cards on your mobile device. Other useful features include the ability to track and organize expenses from anywhere and create customizable business reports, such as profit and loss statements.FreshBooks costs $15 per month for businesses with up to five clients, $25 per month for businesses with six to 50 clients, and $50 per month for businesses with 51 to 500 clients. A free 30-day trial is available, and you can save 10% each month if you buy an annual subscription. The mobile app is available free for iOS and Android devices.WaveWave is an easy-to-use accounting software platform specifically for small businesses, independent contractors and sole proprietors with nine or fewer employees.Wave lets businesses track sales and expenses, manage invoices and customer payments, pay employees, scan receipts and generate accounting reports. The company recently added free personal finance software to help small-business owners manage their finances in one place.Wave’s software is available for free download on the website; its free invoicing and receipt-tracking mobile apps are available for download in the Apple store. You’ll pay to accept credit card transactions (2.9% plus 30 cents for each transaction), for bank payment processing (1% per transaction) and for payroll management ($20 base fee plus $4 per employee, per month, for most states).RescueTimeThis app automatically tracks time you’ve spent on applications and websites and sends you detailed reports and data based on your activity, giving you an accurate picture of how you spent your day. It works for Mac, PC, Android and Linux.RescueTime Lite is free. The premium version comes with added features — including alerts, the ability to block distracting websites, more detailed reports and filters — and costs $72 per year, with the first four months free, or $9 per month. You can try the premium version free for 14 days.AsanaIf your business is looking to improve its communication and collaboration, look no further than Asana. The web-based and mobile app lets you view all tasks and projects and follow progress on the Asana board, and you can share notes, upload files and communicate without having to rely on email. Asana also integrates with Google Drive and Dropbox to attach files, and with Slack for communication to post updates to a Slack messaging channel. Asana’s basic version is free for up to 15 team members. Its premium version is $9.99 per member, per month, with no team member limit, and it includes advanced features. The app is available to download for free on iOS and Android.

I can only tell my story of the sales people and business owners that I have worked with: we want a limited function CRM. Allow me to define it: Customer Relationship Manager. That means present, past, and future customers. Tracking any "relationships" or contacts those customer have ever had with anyone in my company at any time in the past or scheduled in the future. In other words, if a customer [past, present or future] has an appointment to come in and see our Shipping department manager, I want that fact known to the CRM and therefore, all sales people will access to know about it. Simple right? But not easy. For me, that has meant HighRiseHQ for the past two plus years. But more of my work is marketing than sales. I am really liking pipedrive for managing expectations on the sales side of the house. But too early to tell.

A company’s customer care is a leading influence in creating consumer’s trust and rapport with a brand. Customer support can be a challenge, the quick decisions your support team makes can have a profound impact on a customer relationship. Whether you have your business in e-commerce, financial services, consumer tech, B2B or SaaS, your customers will expect accurate, empathetic and contextual experiences in real-time irrespective of the device they may be on.Things to consider to ensure awesome customer support:Set up a support strategy that satisfies customer expectationsDeploy unified support strategy across all customer touch-pointsIdentify the most important channels for customersUse customer engagement strategies to increase activation ratesConvert customer conversations into structured casesPrioritize responses importanceTrack performance against SLAs -including minimum response and resolution timeEvenly distribute support requestsAutomate routine support processesCategorize support case recordsTrack progress with support metricsYou will find dozens of customer service tools to assist you with this challenge. But to take advantage of the best, step your game up, and improve your customer care once and for all, I would like to suggest Acquire. Why?Well, following are the few perks of using Acquire:Tracks and store customer informationCommunication ImprovementDetailed customer insightsAdditional communication channelsIncreased employee moraleProvides Knowledgebase CMSAutomated ticketsProvides Call featureHave Live chatbot featureHave Customer feedback optionFree CRMProvides AnalyticsMulti-channel supportIntegrate easily with other platforms like Zendesk, Salesforce, Slack, etcCustomer satisfaction is the number one priority. Only happy customers will stick with you. They may even send a few more customers your way. So having the best customer support software is a necessity in order to have a trustworthy relationship with your customers.Hope you find this interesting and helpful!!Let me know if I left out something.Happy Reading!!

Salesforce is more common and used by more sales team.That said, for clients implementing NetSuite ERP, the CRM package is great if they don’t have anything already in place.When Salesforce is already present, we generally integrate Salesforce to NetSuite ERP - it’s not that difficult.In other words, we’d not attempt to pull a sales team off Salesforce to replace it with NetSuite CRM, even in a NetSuite ERP implementation.The truth is, there’s not as much integration between ERP and CRM as most people think and when you realize you’re asking accounting to let salespeople change customer data - that’s usually the end of any integration talk.Also, going from one CRM system to another is a huge disruption for sales and often results in poor user adoption - which is why when we’re called in to replace a bad CRM system, we normally look to find it’s really a bad implementation of a workable CRM and we come up with ways to make the current system useable.So what do I prefer? Whatever the sales teams like best. We’ll fix everything else in the implementation and rollout.

It was always my intention to start my own accounting company, right from the very start before I even took any ACCA exams.I started my company Source Accounting and have been running for around 3 years and I employ one full time chartered accountant.Here is my story:Stage 1 - Taking examsI didn’t pass all my exams first time and it took my roughly around 4 years in total to pass all the exams. I didn’t find it particularly easy to pass the exams (considering I was just as interested in partying as I was studying…!) but got there in the end.One of the papers I actually only passed on the fourth attempt!For anyone reading this, if you fail an exam it is not the end of the world.Stage 2 - Getting readyYou generally have to do two things after you pass your exams in order to start an accountancy firm (may vary of professional body):Have two years experience after you pass your examsGet something called a Practice Certificate - this involves filling out a lengthy document and providing back up evidence which is signed off by another accountant with a practice certificate that you have achieved certain performance objectives etc.Two years is a lot of time to wait, so plenty of time to plan and save money! I used this time to learn about all the things I would need to know to run an accountancy firm, namely:I.T. systemsMarketing (content, SEO, AdWords etc.)Business strategySales strategyStep 3 - Launch (First 6 months)As I was waiting for my practice certificate to be approved I got a fairly low cost website launched and had referrals from family and friends to get my first 8–10 clients.Having never worked for myself before (and not having the knowledge of senior accountants and tax managers to hand if I didn’t know a technical query!) was quite scary at first. This can generally be solved by reading as much technical material as possible and also signing up to a tax advice service where you pay a fee for telephone tax support if you’re stuck on a query.These kind of thoughts were common for the first few months:What happens if I can’t get any clients?Am I going to be good enough?What if I make a mistake?Will I run out of money?What will I do if I fail? Can I go back to working for someone else?I worked from home this entire period and to be honest it took me about 4 months just to adjust to the lifestyle of working for myself instead of normal office hours. I tried numerous different working patterns, getting up early, getting up late, doing split shifts etc. until I finally settled on my preferred working schedule.Step 4 - (Next 6 months)The first 6 months were pretty tough, I was maybe signing up 1 new client every 6 weeks and I was paying myself a low salary/dividend the whole time. I was really beginning to question whether I was doing the right thing until two things happened:Stopped working from home and moved into an office. I negotiated office space from a client in exchange for doing their annual accounts. This made my company a lot more professional and I could meet clients in a nice office spaceStarted to get a steady stream of clients from a new business connection. These new clients were all getting a bad service from other accountants and once they switched to me (I was hyper-responsive to e-mails and queries since I didn’t have that many clients!) they told their colleagues and I started to get more clientsTowards the end of the first year, I spend a decent bit of cash and redeveloped the website to make it much more professional.Step 5 - (Next 12 months)Things were starting to look good, I was taking on a steady stream of new clients, had office space in a good location and a decent website which was starting to generate some hits.Most of this time period was spent doing the following:Dealing with ongoing client work. I was starting to now get pretty busy on the day to day accounting work and finding it hard to keep up even working 60–70hrs per week.Building systems for scale. In order to be cost-efficient, I used spreadsheets for a CRM system and didn’t really have any proper KPI tracking. While the current systems infrastructure was fine for myself (I knew everything about the business) it wouldn’t be fine if I wanted to scale. This was a huge task and took a long time.Step 6 - (Next 12 months to current day)I hired my first full time chartered accountant during this period to help out (they don’t come cheap!) so now it’s a race to sign up new clients to absorb her salary cost as quickly as possible.Technical work is split roughly around 60% my employee and 40% myself. As I hire more employees, I plan to gradually drop my time spent on accounts and tax return down to 30% then 0% so I can focus solely on the company itself.I custom built a SalesForce CRM environment from scratch for my accounting firm and it works like an absolute dream and automatic reports are set up, deadlines tracked and KPIs monitored.I’ll likely seek financing in the form of a loan to invest heavily in marketing and advertising as I’m now confident I’ve built something that I can hopefully scale up as the systems and everything else is in place.I’ll update this post in a few months if it gets any interest!Feel free to ask comments and I’ll do my best to respond to any queries.Cheers,KevinP.S. here is my work schedule if you’re interested!Monday - Friday:0530–1000 - technical accounting work (work from home)1000–1330- employee catch up and admin (work from office)1330–1530 - 2 hour break for gym/shopping etc.1530–1730 - marketing/sales/adminI also do 7–8 hours of mixed work on every Saturday Sunday. Generally take one day off every 5–6 weeks to recharge.

7 Successful Example of Bespoke Software - IT EnterpriseThere are a thousand and one companies that are being born almost every day, and thanks to technology, the geographical barrier is no more, making it easier for all those services out there to be available to whoever needs it, and wherever you are in the world. Now, the question is, how do you set yourself apart from all those other companies offering the same services or products? The answer to that is innovation. And that innovation is found on bespoke products that are individually tailored for your own business need, giving your service an identity. Something that is solely yours.Here are top 7 bespoke software that are making names when it comes to making doing your business a tad bit easier:1. A CMS or Content Management System is one good example of a bespoke software. You can arrange and control your website’s content according to your taste and what you think will cater to your customer’s needs. You can also update your site’s contents in a timely manner to skyrocket your business. Customers always love it when they see content updates, it also reassures them that your site is alive.2. Customer Relationship Management (CRM) is another software that you can fashion according to what best supports your business needs. Aside from being able to generate leads and sales, what keeps a business thriving and growing is its ability to retain customers and continue using their services. It has been proven time and again, ever since its conception, that customer success is vital to busting business churn and retaining loyal customers. Employing CRMs to help you in settling all types of customer matter goes a long way of improving and growing the bond between your company and your customers. You might want to check out Salesforce for this kind of company need.3. Business Process Automation Systems are nifty tools that not only keep transparency within your team by keeping track of accomplished tasks, but it also goes a long way of streamlining your work and saving you tons of time by automating recurring processes. You can create a checklist that you can send to whoever needs it and save it as a template for future use, and because it’s got tickable boxes, you can keep track which parts are done and which tasks are still on hold. You can check Process Street and Basecamp.4. Automated Invoicing is another fine example of a bespoke software. Too many papers all vying for your attention can also take its toll on all of us, not to mention the disruption it brings when you have people turning up at your office almost every time just to have you sign something so they can mobilize whatever it is they need to get going. Having an automated invoicing, the money bit of your business can be taken cared of. You can send an automatic invoice to pay or receive payments using Tilpati without going through all that clutter that old invoicing system usually entails.5. Bespoke web portals also set your company apart from others. A Company-Facing/Customer-Facing portal keeps both your employees and customers updated with the current trends and news of your company. A Company-Facing portal are solely for your staff so they can have access to all the tasks and information related to their work, while a Customer-Facing portal keeps your current and potential customers in the loop of what’s new with your product or services. Exo Platform has this kind of feature so you better take a look at it.6. An online market platform where you can sell your own products to help grow your business. These softwares can help you keep track of orders and payments for your goods through your online stores that you can design according to your taste. Shopyis a good example where sellers can sell any stuff and design their e-store front any way they see fit.7. Another really great and all-too-important bespoke software is a bug tracking solution. Tracking bugs that can cause system crashes are vital to address the issue before they can even create any kind of damage to your business. Keeping your websites, products, and services bug-free are important if you want to establish a solid and dependable reputation for yourself. Jira is a free tool that is very popular among programmers. There you go. Take a look at of the tools I have mentioned and see for yourself what will best fit your business. For the links to these tools and a more comprehensive read, you can refer to this article here.