Help Me With Use eSign in SalesForce

Hi,When choosing the best document automation app for Salesforce, you aim to find a tool that combines several useful features.DaDaDocs is a single app that allows you to manage the entire document lifecycle within your Salesforce account.It means, you don’t have to switch between multiple apps when working on your agreement or proposal in Salesforce. DaDaDocs helps you cover each stage of your business document workflow: from the moment you upload a document to Salesforce and up to the second you close a deal.With DaDaDocs you can:edit and annotate PDFs and other documents right in your Salesforce accountautomatically generate PDFs pre-filled with Salesforce data from a reusable templatee-sign contracts, agreements and invoices and send them out to be signed on any desktop or mobile deviceturn any document into a fillable form to quickly collect customerautomatically update Salesforce records using collected dataOnce your business partner or client signs or completes an agreement, you’ll get it uploaded to your Salesforce account. Instant notifications in Feed Tracking help you always stay in the loop and quickly react to all the changes.As you can see, if you spend time on searching for the right solution, you can find an app that offers even more.Good luck in your business!

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.

Salesforce : Arguably the quintessential Software as a Service application, Salesforce remains at the vanguard of the cloud computing revolution it helped create. The customer relations management solution enables businesses to collect all information on customers, prospects and leads within a single online platform, enabling authorized employees to access critical data on any connected device at any time.Box : This online workspace enables professionals to collaborate with anyone, anywhere. Users can securely share large files via traditional link or custom URL, safeguarding data and documents via permissions and password protection. Box supports more than 120 file types, and users may preview content prior to downloading. All content sharing, editing, discussion and approval is confined to one centralized file, and users receive real-time notifications when edits are made.ProofHub : ProofHub's advanced online project management software & collaboration tool, gives you full control over your tasks and helps you manage your projects in an effective way. This tool has features like time tracking, group chat, gantt chart, task management, proofing and more.Zendesk : This cloud-based customer service and support ticketing platform enables representatives to more efficiently tackle inbound client requests across any communications channel — email, web, social media, phone or chat. Features include Automatic Answers (a machine learning-powered tool for interpreting and solving customer questions and requests), Zopim (a real-time chat service) and Zendesk Voice (a cloud-based, built-in phone support solution). According to Zendesk, its business users experience positive ratings for more than 86 percent of their customer interactions.signNow : Electronic signature technology and transaction management services platform signNow supports the exchange of digital contracts and other e-signed documents. Users may access, sign and send business documents from their office, their hotel room or anywhere else their job leads, guaranteeing approvals and agreements are executed in a matter of minutes, not days.

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 A2A!To define scope for Salesforce.com: The Customer Success Platform To Grow Your Business CRM, you need to analyze from various perspectives.I was lucky enough to be in CRM right from my early career life. I worked on SalesLogix CRM for around 2.5 years and then in around 2009, came the meaningful bread and butter in my career life - Salesforce.com. Having some experience and knowledge of CRM background, SFDC was not so hard to adopt for me. I started learning it from both functional and technical viewpoints and I am now a SME in the world’s best CRM product!But if one does not have CRM background, and is keen to work more towards Customer success, relationships and trends - Salesforce.com: The Customer Success Platform To Grow Your Business CRM is the best platform for sure. You get slick UI to work on 8 hours a day; get to interact with customers and try to analyze their requirements and map high level solutions to various Salesforce.com: The Customer Success Platform To Grow Your Business modules and objects; get to work on “JAVA-like” language - APEX, learn to interact with other systems using REST and SOAP APIs; flirt and play around “SQL like” query languages - SOQL and SOSL and finally learn the art of coding in a aesthetic manner by optimizing and bulkifying your programs which can run on 1 or 1 Million records without any performance, errors and break-down issues.Also, SFDC has pattern of releasing new items and welding/repairing existing ones 3 times a year - Spring, Summer, Winter. I am working on this platform/technology/application - whatever you want to call it - since 6+ years and yet to explore many areas. SFDC is a galaxy, various modules are planets, and we are beings who want to explore each planet before we “decomission” working on SFDC for life :)Long story short, if you are a curious, passionate, ready-to-get-challenged type of person looking out for upbeat career, I think you are into right place at right time. Explore and leverage the nuances, play around Developer edition of SFDC, learn things about CRM and then get set for a rocking career in SFDC :)All the Best!

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.