Help Me With Set Up 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

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! ;)

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.

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? ;)

By keeping your requirement into consideration I would like to suggest our Multivendor marketplace which is specifically designed for Indian Multivendor Marketplace.With a youthful demographic profile, rapidly increasing Internet penetration, growing acceptability of online payments and relatively better economic performance, India is the fastest growing e-commerce market.Similar to foreign online marketplaces, Indian online marketplaces have proven to be a drastic revenue generator. And the need of the hour in such progression is the availability of technical solutions that can assist sellers easily migrate their offline business to the web without much fuss.Indian Multivendor Marketplace is our solution to this demand, which in turn will transform your e-commerce store into a full-fledged online marketplace.CedCommerce presents you with the comprehensive Indian Multivendor Marketplace package, which will allow store owners to easily add multiple vendors to their online store and keep track of their sales. It facilitates multiple vendors to set up their shop on your online store and sell their products. Vendors will have a dedicated dashboard with a variety of product types to add.The Store owner can customize commission rates on sales of vendor's product and can exercise full authority over their sales and accounts.Customers can browse all the products from a single vendor directly from their shop and rate them according to their delivered service quality.Moreover, our Indian Multivendor marketplace lets multiple vendors sell the same product, creating a highly competitive market which gives customers more options and that too at a reasonable price.Our multi-vendor marketplace extension comes fully equipped with all the essential elements required to metamorphose your solo online store into a multi-seller marketplace.Make your store comparatively responsive and user friendly with our CETA theme.You can expand your marketplace with unlimited vendor shops.Admin has the facility to moderate vendors account as well as their products.Facility to retain your store in top ranking through its search engine optimization feature.Advance search option that will ease the process of various searching functions with some recommendations.CedCommerce provides you an ultimate alternative to promote your product online by enabling the product promotion add-on.We provide you the facility to fulfill the customer orders and to generate the shipment for the same.Customer can view your store in multiple languages as per their choice.Ability to make transaction with multiple local currencies to serve international customers.Provides customers with the freedom to choose from one of the multiple payment methods.Ability to set fixed or percentage based commission according to vendor type, product type or product category.Dedicated section for both the admin and the vendor to manage mutual transactions securely.Lets your customers be informed in real-time about the status of their orders with online tracking capability and allows vendors to generate order reports.Handle product returns easily and prevent vendors from violating service standards.Facilitates transparent communication between admin, vendors and customers for smoothers operations.CedCommerce has released a more stable, secure and reliable third party integrations to Sugrcrm, Odoo, Salesforce, Netsuite, Sap, Vtiger & Zohocrm.We provide you the freedom to customize your store according to your need and perspective.Seller’s feature-->Push Notification-->We have Push Notifications services which will show pop-up messages on the device. The pop-ups can be either any exclusive offers, message notification or any other update.Social Integration(Login &Share)-->It will ease the process of sign up/ login for customers. Also, provides the facility of sharing the products in any social media platformAnalytics Report-->Will keep the customer updated regarding their orders and related history.Multi Lingual Support (LTR & RTL )-->Provides the support of multiple languages with RTL and LTR facility.Buyer’s feature-->Product management-->Sellers can add various type of products and also have the facility of inventory management.Analytical Dashboard-->it provides a quick review of site's activity and performance. Such as total revenue, no. of orders placed, no. of products in storeOrder & Shipment management-->Seller can create the invoice and generate the shipment for their orders.Notification-->Sellers will receive the notification when new order get placed for their products.I hope you find this answer helpful. You can contact us for any information or queries, we'll be happy to help.

When selecting a co-browsing vendor, it's important to choose a solution that is:easy to set upeasy to start up a sessionworks reliablyrelies on a technology that has wide compatibilityis securecan integrate seamlessly into an existing chat or phone support processI'll choose three of the leading co-browsing providers and summarize each one:Firefly - (Cobrowsing for customer support)Firefly is a JavaScript-based co-browsing solution that is used everyday by 7000+ paying small to medium-sized businesses to enhance their existing customer and sales support processes, and 5000+ financial advisors to collaborate on portfolio materials. The company has rolled out its solution to a top 10 U.S. retailer and the Washington State Health Benefit Exchange, and is in the process of rolling out to some other larger enterprises.The solution requires a short snippet of code to be pasted into each webpage on which you want co-browsing enabled. After initial set up, initiating a session does not require any set up nor downloads for either the viewer or presenter.  Firefly's solution is supported across all major browsers (back to Internet Explorer 8) and across all devices with a browser (computers, smartphones, tablet devices, etc.). It perfectly handles dynamic Javascript driven changes to the DOM and supports synchronization of all HTML5 content. Firefly even supports Flash objects via a custom integration. Features include view-only mode with highlighting, remote control, "silent" mode (no visual indication to the customer), mouse synchronization, security masking, and API access. Firefly's JavaScript API allows initiation of co-browsing sessions with a call to a single function to generate a URL, which can be passed to the agent via chat. The company has lower-priced plans for smaller companies with five or fewer support agents, and more advanced plans with premium support for larger companies.  Full disclaimer: this is my company.GoInstant - (Co-browsing for customer support, e-commerce and sales)Goinstant, purchased by Salesforce for about $75 million, was a Canada-based startup that is no longer an independent company, so I do not think it is possible any longer to sign up for the individual product. Salesforce recently rolled out a new mobile support solution that integrates Goinstant's co-browsing technology. The product is also JavaScript-based, and it has all of the same features as Firefly does. However, without going into too much detail, the technology underneath the hood works differently from that of Firefly, to the effect that GoInstant supports a few additional corner-case technologies (flash video) out of the box at the cost of it being a less reliable product overall and more prone to JavaScript errors (from various sources, I've heard that the GoInstant product did not work well with many of their early customers, although I am unsure if this is still the case).LiveLook - (Instant Screen Sharing & Live Help Co Browsing by LiveLOOK)LiveLook is one of the older and more established co-browsing players, and it relies on more traditional technologies. It began its early days in the screen sharing space and then added a Java-based co-browsing product, which is now used across several large enterprises. Java, relative to JavaScript, comes with its own set of tradeoffs. On the plus side, it is able to support all kinds of dynamic content on the page because it does not deal with the actual HTML markup, instead accessing the computer's framebuffer (exactly how screen sharing works) to render the browser page as an image. However, the drawbacks of Java are several: first, it has very limited device support. Java plugins no longer work on newer Apple computers, as Apple has taken a harsh stance against Java, and it lacks support on mobile and tablet devices. Secondly, Java browser plugins have serious security vulnerabilities - a majority of cyber attacks each year are related to these Java browser-plugin vulnerabilities. For these reasons, LiveLook recently came out with a more widely supported solution that relies on Dot Net and HTML5 and is therefore a new entrant into the mobile/tablet co-browsing space.I hope this gives you a good understanding of the options that you have when selecting a co-browsing vendor. For more information, you can check out this informational blog that focuses on the many aspects of co-browsing: Cobrowsing 101 - The number one resource for cobrowsing information online.