Help Me With Add eSignature in SalesForce

airSlate SignNow is an electronic signature and document management platform that enhances productivity by simplifying the signing process. It integrates seamlessly with Salesforce to streamline document workflows, making it easier for businesses to manage contracts and agreements directly within their Salesforce environment.

By using airSlate SignNow with Salesforce, teams can reduce the time spent on document processing. The integration allows for quick e-signatures and real-time document tracking, helping sales teams close deals faster and maintain a smooth workflow across their Salesforce platform.

airSlate SignNow offers a variety of pricing plans to cater to different business sizes and needs, making it an affordable option for everyone. Each plan includes access to Salesforce integrations, allowing users to take advantage of essential e-signature features without breaking the bank.

Yes, airSlate SignNow provides a mobile-friendly platform that allows users to manage documents on-the-go. This feature is particularly beneficial for sales professionals who rely on Salesforce help while traveling or meeting clients away from their desks.

Key features of airSlate SignNow include customizable templates, bulk sending, automated workflows, and seamless Salesforce integration. These features empower users to enhance their document management process and leverage Salesforce help for increased efficiency.

airSlate SignNow prioritizes the security of your documents with industry-standard encryption and compliance with regulations such as GDPR and HIPAA. This ensures that when you use Salesforce help, your sensitive information remains protected throughout the document signing process.

Absolutely! airSlate SignNow provides a digital alternative to traditional paper-based processes, greatly reducing the time and resources needed for document handling. By integrating with Salesforce, businesses can fully transition to digital workflows, ensuring a more efficient operation.

Gmail alone is not enough.To maximize your productivity and get more done in the day, there are various browser extensions available in the market that can help take your ‘Gmail game’ to a whole new level.Let’s take a look at some of the best Gmail plugins out there which will enhance your Gmail experience manifold!Gmail Plugin #1: WiseStampHave you ever noticed emails with memorable signatures at the end?The email instantly looked more professional, right?If you always wanted to have a cool looking signature at the end of each of your email, but you couldn’t figure out how to do it, today ...

Email Marketing Tools should be the most incorrect and misunderstood online marketing tool today. And yet, this is particularly popular for small business owners and entrepreneurs, especially for the ambitious.If used wisely, then email marketing can be a very powerful tool that will not only increase sales but also customer retention by strengthening your relationships with your prospects and customers.It is clear that Email Marketing Tools is a fast way to signNow your target market and distribute information and marketing content. Apart from this, it is very easy and convenient because good people will automate a lot of process for you.I understand you should be using Free Email Marketing Software in your business, but where do you find the Best Email Marketing Tools in 2019 available and how do you know they are the best.Today, Best Email Marketing Software Solutions are a dime a dozen. You have to be careful in choosing the right program for your business.But First We Know……Why use Email Marketing Tools?Businesses of all types – Startup, small, medium and large – can benefit from an Email Marketing Tools today. To send bulk emails, using traditional business emailing methods such as Gmail, Yahoo Mail, sometimes, may put you at risk of being tagged as a fashion designer. Not only this, the creation and management of a large mailing list can seem quite formidable without a Free Email Marketing ToolsAn email marketing tools clean sheets your emailing efforts by automatically managing the list from unsubscribes, so you don’t have to manually remove each one. It automatically triggers a drip campaign for nurturing leads who opt-in through a web form.The primary feature of email marketing tools is that they make sure you abide by the national standards, like the CAN-SPAM Act, while sending the business emails. These services automatically regulate according to the standards and update regularly on the restrictions.How do you choose the Best Email Marketing Tools in 2019?Most of the Free Email Marketing Tools Providers try to fit in the mold by offering different plans for different sizes of businesses. Assess your business’s email needs in terms of the size of the mailing list and how often you email this list. Startups might not need as much automation as an established large enterprise, so based on the business choice, you can customize the offer.Email Marketing Software Companies base their offerings on:The emailing list – Depends on the number of contacts for emailingThe frequency of emailing – How many emails per contact in a monthPay-as-you-go – Ideal for businesses which are not regular email senders. Opt-in for the credits, which are cumulative and don’t expire, and then use. Price depends on the quantity – more credits, less cost per credit.High subscriber volume – If the subscriber volume is high, usually beyond 25000, you need to approach the team with a custom pricing.Who’s Top 5 Best Email Marketing Tools in 2019:-Here is a list of the Top 5 Best Email Marketing Tools in 2019 that you can choose from ranked from 1 to 5.1 – MailCot:-MailCot As a Best Free Email Marketing Tools in 2019 with unmatched expertise in marketing technology, insights, and services, MailCot Email Hosting & Mass Mailing enables the world’s best brands to use data-driven insights to create relevant conversations in real-time.The methodology based on a philosophy that, through the right tools, can achieve the desired results from an email marketing campaign, makes it one of the Best Email Marketing Services Provider Company in India that provides customized email marketing software solutions that meet all your requirements Meets.Notable reasons for using MailCot are its features, such as Integrated Marketing, Display Marketing and Permission Marketing with Integrated Marketing Technology and Expert Services. MailCot, you will find a multi-channel email and SMS service, 100% delivery, white label service, APIs for CPM / ERP integration etc.Other feature sets include Tools for Creating Subscriber List, Only Opt-In List is allowed, Automatic Unsubscribe, Can-Spam Complaints etc.Mailcot Email Marketing Tools can provide your business with various ways to target specific customers. To do this, make sure that your email marketing software allows for lead scoring.Free plan:-First Free plan for up to 1,000 subscribers and 10,000 emails/monthPaid plans:-Start at $20/month for unlimited emailSend First 10000 emails freeCreate a responsive email without HTML knowledge by moving the necessary blocks into the templateSend the right message to the right recipient.Thanks to the platform’s advanced features, you can divide up your database and automatically send differentiated contentEmail Design FeaturesEmail PersonalizationEasy, Automatic UnsubscribesDynamic Content BlocksSend Now or LaterPause & Resume SendingStatistics & ReportingEmail Open ReportingLink Click TrackingEmail Bounce TrackingUnsubscribe Reporting2 – MailChimp:-Following its success in 2014 behind the spectacular podcast marketing campaign, MailChimp is probably the most widely used email marketing system for small businesses with an estimated 15 million + users. And this is more than just a popularity contest winner. In a recent email marketing survey of 60 small business owners, it received reviews from its users.Free plan:-2,000 subscribers and 12,000 free plans for email/month foreverPayment plan:-Start $ 20 / month for unlimited emailsPROFESSIONALS:Extensive integration list – Integrates with WordPress, Twitter, Facebook, Facebook, Magento, Salesforce, ZenDesk, BigCommerce, Drupal, Mandrill and Google Analytics (to name some)Good analytics-easy-to-read graph reports that compare your email performance to your email display compared to previous email or any other industryDRAWBACKS:It’s difficult to customize the sign-up formSome features included in the free edition include autoresponders, spam filtering diagnostics, email client testing,delivery by time zone, advanced social media surveillance and email/chat support.3 – Mailjet:-With the name like Mailjet, it’s fast. The company is based in Paris but works in more than 150 countries, in which the American market has been included as “a solution in all”, the purpose of the mailjet is to become a stop shop for email marketing.Free plan:-6,000 emails / month or 200 emails / day for unlimited contactsPayment plan:-To remove daily shipping limit, start from $ 9.65 / month, add mailjet branding, and 24/7 customer supportPROFESSIONALS:No limit on contact on the free planThe user interface is simple and easyDRAWBACKS:Some useful features, such as A / B testing and marketing automation, are behind premium payments (starting from $ 15.50 / month)Many users found difficult to navigate contact and distribution lists4 – SendPulse:-A new newcomer for email marketing view is located in New York-based SendPulse 2015. It offers a liberal free plan and has received many positive reviews in its small existence. The system also provides SMS text and web push notifications (for additional charges).Free plan:-15,000 emails / month for less than 2,500 subscribersPayment plan:-start with $ 9.85 / monthPROFESSIONALS:The higher limit on the free plan means that you will not have to pay until you have a chance to see exactly what the SendPulse is capable of.The system is simple and easy in a short timeDRAWBACKS:Some users may find the template options limitedIn some users’ experience, the system performed slowly while completing tasks such as sending emails and importing contacts5 – SendinBlue:-The color of the name SendinBlue is an email marketing service from France which is around 2010. Now she has a North American office in Seattle and offers services in French, English, Spanish, Portuguese, Italian, and German.Free plan:-9,000 email / month (300 / day limit) to unlimited customersPayment plan:-With no daily limit for unlimited customers, start with $ 25 / month for 40,000 emails/monthPROFESSIONALS:Thanks for its simple design, you need very little technical information to start a campaign.The system offers automated text messaging (as well as for an additional fee), so you have two channels to signNow your customersDRAWBACKS:Reviewers are divided into SendinBlue’s customer service; Some love it, while others have reported some experienceSome users find the main interface a little complicated

Here are the 14 sales tools we at Tint think are the most useful new sales tools for mid-market b2b companies. The details on why each tool is top notch are outlined below. Enjoy!As Tint's first hire, my main goal was to bring in 100k by the end of 2013.  With the tools listed below, I was able to bring in $128,914 by NYE of 2013.  Now that we are on pace to hitting 2MM by 2014, my next goal is to streamline our sales team to set our sales vision higher: How to hit 20MM.  Now, I am firm believer of the saying “under commit, over deliver” but I also believe in setting high expectations that even if I’m shy of the goal, I’ll still be happy with the results.For example in November, I committed 50k to Tim (our CEO) but with 37 web-to-lead inquiries given to me, I was able to get 36 leads to show up to an appointment, which helped me close 21 accounts in 30 days.  I closed the month with $43,300 and was happy with results.  My key performance metrics include a 97% show ratio and 58% closing ratio. This is an average key performance metric for Tim and I, and we are now strategically working to scale it.  However before we do,  I would like to share the 11 tools for our sales success:Basic Marketing Tools for Lead Generation:Social Media: Facebook, Twitter, Instagram, Google+Context, Blogging & ContentWord-of-mouth/ReferralsEmail Newsletters & Promo CodesSEO & Blogs w/ Content MarketingPowered by Tint logo for free users  1) Olark is an effective way to talk to your customers for sales and support in real-time on your site.If the web visitor doesn’t fill out a form, they usually send a quick question with Olark’s chat box. Because we focus so much on customer happiness, our web visitor will instantly get connected to our CEO, Tim Sae Koo.  He will immediately answer sales questions or help with support inquiries. You’d be surprised at how many closed customers you can achieve by just answering a few questions when the lead/visitor is most interested with your product. If he isn’t around, the inquiry will go straight to sales@tintup.com which our sales team can immediately answer.  9 times out of 10, Tim and I are able set appointments through Olark. If more than 12 hours pass and we still haven’t responded to an inquiry, then the lead loses interest. Time kills deals and Olark is a great solution to nurture your leads, in real time, and let them know that they are very important.2) Hubspot is an inbound marketing software platform that helps companies attract visitors, convert leads, and close customers.When a visitor/lead visits www.tintup.com, we use Hubspot to create forms and CTAs that track, score and nurtures leads.  Hubspot has tons of features that we weren’t able to use because we only signed up for a 30 day free trial. But for the most part, we used their a/b testing landing pages, CTA, and Signals.  Signals is Hubspot’s real-time notifications that tell you when and how to follow up with your leads and customers.  The 30 day trial did generate an additional $30k for Tint though!  Although, the results are great, we are eager to learn more about other similar softwares like Pardot, Kissmetrics, and Marketo. 3) Mailchimp is an easy and effective way to send better email newsletters to your customers.Since we never use our blog to advertise ourselves or announce new features (because we believe our readers want to learn more than hear our news), we use Mailchimp to send out our new feature releases, promotions, and our blog posts we write. It’s super easy to import your email lists, set up a template for your email campaign, and time your send outs by bulk or time zone. The email newsletters we send out is a great way to ensure that our customers know we are still working hard for them and communicating with them in mass what we’re up to. We will also segment lists by what plans our customers are so we can send out targeted promotions to them or get them back onto our site to see new developments we’ve released.Sales Tools – Lead Opportunity Stages:Vetting & QualifyingSetting the AppointmentFollowing Up or Closing CallVerbal AgreementClosed WonClosed LostDo not call list4) Rapportive is a Gmail plugin to vet who you’re communicating with and if they are a decision maker you need to close.Ever wonder when a lead comes in if they are just a random person in a company doing research or an actual decision maker? Rapportive is your key to determining who you’re speaking with and the kind of actions you need to take. It’s all super easy to find out as well. After installation, all you need to do is hover over the email address that emailed you and the sidebar of your Gmail will show you the full name, location, title, and social networks from the person you’re speaking with. With that information, you can change your tone/urge to set up a demo to close a deal quicker.5) Boomerang is a Gmail plugin to manage your email responses and remind you when to answer.When I open my gmail, I would typically have around 50 unread messages ranging from inquiries to leads belonging in all of the above ‘opportunity stages.’  My inbox can get overwhelming rather quickly and that is why I use multiple tools to nurture leads.  It took awhile for me to get used to Boomerang because I’m such a Salesforce advocate but as soon as I applied the tool, I was able to cut down my workload by 2 ½ hours.  At my last job, I was conditioned to log all my notes/emails to salesforce and create events, and tasks to remind me who to follow up and which leads need attention – these tedious steps would add 1-2 minutes/lead to my 60-100 lead/day routine.With Boomerang, I can efficiently work all my stages. Whether it’s to set an appointment, to send a summary & proposal, to follow up with a lead, or to set an automatic reminder… it is easy to set up with only 2-3 clicks all within my Gmail. Imagine what you would have to do if 7 clients all asked to follow up with them after 1 week during different parts of the week…I now have a tool that I can set emails to remind me to answer back in 2 days, or 12pm on Thursday afternoon; no more guessing games and no more leads falling through the cracks. 6) Cirrus Insight helps you keep Salesforce in sync with Gmail, Google Calendar, and Google Contacts.When a lead completes a form on our website or emails us directly, we create an account on Cirrus Insight and convert the lead into an ‘opportunity.’ I use this add-on as much as I use Gmail. It made Salesforce easy to teach and keep up with.  I no longer have to copy and paste everything into salesforce; I can simply ‘log a call’ through ‘activities’, set an appointment through ‘event’ and respond to emails using Salesforce templates through the ‘quick send and add’ plugin.  I’ve watched Tim receive 50 emails (support & inquiry) and respond to all 50, log complete notes on sfdc and get tons of confirmed appointments before he goes to lunch at noon.  The best part about this plugin is its ability to sync your google calendar and Salesforce calendar every 30 minutes.7) Yesware is an email productivity service for salespeople.If Boomerang and Cirrus insight had a child, it would be Yesware.  I just installed Yesware this month and it has similar features like email management, and SFDC/Gmail synchronization.  What I really like about Yesware is being able to send emails at later time.  For instance Fridays are the worst follow up days because everyone is getting ready for the weekend.  However, I also have a lot of time on Friday and so I’ll write my follow up emails and schedule them to be delivered on Monday at 8:30am, which will help me get seen first thing in the morning.  Another feature I like about Yesware is there templates.  Once my templates are setup, it takes 2 clicks to load them and send.  With Cirrus Insight, I will need to click on the icon, then choose the template folder, then choose a template, then look for a contact, then look for an account and send.  Yesware saves me another 2-3 minutes which I can substitute for my tea break.8) Salesforce is best known for it’s customer relationship management product.Salesforce help me keep track of all my leads, where they are in the decision making process, and help me generate reports on performance metrics. Salesforce is important because it will streamline all the information gathered about an account and a lead from beginning to end.  If a lead has support issues, or unpaid balances, your marketing, sales, operations and account management teams should be able to get the full story just by looking at the Salesforce notes.  If an account manager has to ask for more details from your salesperson about a client, this means notes are incomplete.  Incomplete notes will create inefficiencies, miscommunication, wasted time and ultimately, money lost.Salesforce will also give management valuable insights to the type of employees in your company.  It will help you find and gauge the A players from the B players.  Most importantly if your data is clean, Salesforce will help you streamline, track retention rates, churns, lifetime value of a client and projections.My Salesforce calendar is synchronized with Cirrus Insight, which is connected to my Google Calendar. I also have my Gcal set up with text notifications to give me real time reminders on appointments.  Salesforce help me nurture my pipeline and it help me forecast my numbers.  A lot of the tools I’m suggesting can actually be customized through Salesforce however I found that the more apps you need within salesforce, the more fees are added.  Also, my eyes don’t get burnt out looking at the same page all day and I appreciate the emotive variety of each tool. 9) Join.me, GoToMeeting or Skype – VOIP Conference Calls & Screen-sharingOnce I set an appointment, my go to screen sharing app is Free Screen Sharing and Online Meetings because it is easy to send and pretty to look at.  My prospect doesn’t need to download a file like Skype or GoToMeeting, which is time consuming.  They only need to take 3 steps:Click on the Free Screen Sharing and Online Meetings linkClick on the phone icon to connect via internetConnect a headsetSome client’s prefer GoToMeeting or Skype.  I don’t like GoToMeeting because it feels archaic, it’s interface is bulky and sending an invite takes too much time.  I don’t like Skype because I have to send an invite or wait for an invite to get connected which is inefficient. While Skype can’t do conference calls for free and half my calls are conference calls.  Both these tools require an installation and a signup. 10) Stripe is a company that provides a way for individuals and businesses to accept payments over the Internet.Once a demo is complete, we expect to close the business within 1-14 days.  I can use Stripe to create promo codes and track real time revenue. Not to mention managing (full or partial) refunds, recurring subscriptions, and custom payments. Tint also uses Stripe for self-service signups located on our pricing page: www.tintup.com/pricing.  The Plus and Pro signups go through our stripe account.  Our self serve page generates about more than half of our revenue every month.11) Zapier enables you to automate tasks between other online services (services like Salesforce, Basecamp, Gmail, Mailchimp, Olark, Hubspot and Stripe).I use this tool to synchronize Stripe with Salesforce so our self serve clients are also in our Salesforce database to keep track of all our customers. Zapier has  hundreds of other recipes you can create that will make your life easier and save you time from connecting apps together (like send all Gmail emails into Evernote automatically). We always strive for clean data because they tell the best stories.  We would love some suggestions or successful tools to help us consolidate and maintain clean data. Account Management Tools & Circling back to Lead Generation:Orientation CallHappy Client ProgramTint Support & Best PracticesSave Calls, Credit, Collection & InvoicingCase Studies, UpsellsWorking with brand advocates12) Ballpark for invoicing and referral programs.I typically use Ballpark to send invoices and accept payments.  However, they also have referral programs that I think we should definately use and they released a feature with Stripe for credit card payments.  It seems like they have tons of features that I have not used yet and so I will be downloading the Ballpark app to take advantage of all these awesome features.13) Trello is a collaboration tool that organizes your projects into boards. In one glance, Trello tells you what’s being worked on, who’s working on what, and where something is in a process.Trello is our drawing board, our to-do list; the board that keeps us accountable and innovative.  Everyday we talk about urgent challenges, tasks we completed, and what we are working on.  We are constantly looking for ways to improve, to strengthen our culture and our product.  Trello helps us stay true to one of our core philosophy, “Transparency is key.”  We are able to see what project each person is in charge of and what they have accomplished.  We are able to work together closely and give feedback to improve on our methods, which I find incredibly valuable for a startup company. This is where you can put sales goals on individual cards so your team knows what you are aiming for and can give you feedback on your steps. You can read more here on how we organize our Trello.14) Intercom is your best friend for account management and talking with customers.Tint uses intercom for “Churn, Retention and Re-Engaging Customers.”  One of our current challenges is to increase our monthly recurring revenue.  And to reduce our churn, we want to make sure we talk with our customers so they know we’re here to help and are up to date with new features, blog posts, etc. Intercom makes this SUPER easy by allowing us to communicate with our customers when they are in the Tint app. This is smart because this is when they are focused on our app and willing to chat with us. We are still learning to use Intercom effectively to create strong relationships with visitors and customers alike through automated messaging to scale our touchpoint communications.Read more at our blog post here: http://www.tintup.com/blog/14-sales-tools-tint-used-to-signNow-1m-revenue-in-1-year/

The Top 10 HR Technology and Recruiting Tools of 2017.As the 2017 HR Technology Conference gets ready to kick off next week in Chicago, it should come as no surprise that the industry’s biggest trade show expects to get even bigger, with the over 400 established players and emerging products alike crammed into McCormick Place, transforming the trade show floor (for a couple of days, anyway) into the epicenter of the entire ecosystem.While the number of sponsors and exhibitors at this edition of #HRTechConf represents a 30% increase over last year’s massive event, organizers remain unable to...