Help Me With Add Electronic signature in SalesForce
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Help Me With Add Electronic Signature in SalesForce
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FAQs
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Which Salesforce add-ons are the most popular with Salesforce's customers, and what functions do they serve?
We help a lot of people with getting their essential fields into a faster UI (more about that later, but there I am biased of course), and it this process we see a lot of their tools and what they really use. (We have interviewed sales ops about this on our blog if you want more qualitative data: Dan Ross, Sales Operations Manager at Optimizely - Brisk.io). There are "customer facing tools" (lead management, email marketing, tools for the reps/customer success/support), there are tools for the Sales Ops (duplicate checkers, validation rule builders, etc), tools for management (reporting, business intelligence), and tools for IT (dev frameworks, single sign on solutions and other security management).Here are some categories of tools for "customer facing roles": 1. Marketing Automation: Eloqua / Marketo / Pardot / Exact Target: used to on the fly create landing pages, "follow users" before they signed up so when they have signed up you can get their history, and drip marketing. I would definately have a good look at this post: Sales and Marketing Automation: What are some inexpensive alternatives to HubSpot, Marketo, and Pardot? and definately look at the more modern Autopilot: Marketing Automation you can actually use. 2. Marketing tools (Auto content generation / Lead scoring & drip marketing): Hubspot / Slice / Intercom.io / Mixpanel: if you don't want category #1 you will need something in this category. A lot of these are more modern than the previous category, but if you have gotten used to the mega flexibility of Salesforce then some of these might be limiting or seen as a one trick pony. Personally I prefer these as they are best at one thing. 3. Sales automation / task replacement tools: Yesware / Toutapp / Contactmonkey (template management for email) + Digitial Signing (EchoSign / signNow). These replace a lot of manual work and make sure that your sales people more quickly get into your sales process and less balls are dropped. 4. Vertical Tools: to help a certain team do their job: - Totango / Gainsight: helps customer success see how the product is being used- Zendesk: helps support do their job and sales understand how the accounts are being served / issues before they talk to them. Generally I would say there are tools for everything in Salesforce, which really can create the best platform in the world, but also a very bloated and complex user interface. That is why we built Brisk.io to give you a faster and more focused user interface. You can design the UI for each role, they can improve it individually, but most of all the UI changes based on rules (if a customer is forgotten you are being reminded, if lead source isn't filled out Brisk ask you for that, if you have a really hot lead you are notified, if an account has too many handled support tickets you see that before it becomes an issue). But most of all you start to love the CRM and see it as a tool: (source: http://www.brisk.io)
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What do you not like about the current proposal softwares like Bidsketch, Quote Roller, etc? Why?
I will be talking about Bidsketch and an alternative to it because I do think there are more superior options on the market and one of them being signNow Software.SupportBidSketch only provides email support and knowledge base access to help users out of trouble. signNow offers all of this plus a team of support pandas always there to lend a hand. Business plan users, while the enterprise plan includes premium support and engagement of a dedicated account manager.IntegrationsBidSketch integrates with a handful of systems, which are only a fraction of what signNow offers. signNow integrations cover 15+ CRMs (including Salesforce, HubSpot, and Microsoft Dynamics) alone, not to mention solutions for sales enablement, payments, or storage.Document builderThe most signNow public gripe about BidSketch is its editing tools: sure enough, Bidsketch proposals are a hassle in the making. With the signNow proposal software, you can create professional looking sales proposals and quotes in minutes. Just add, customize, rearrange, and delete different blocks, fields, and tokens in real time and with minimum effort.eSignaturesAll BidSketch can offer is inflexible and somewhat elementary electronic signatures, signNow is a full-blown electronic signature software featuring a signing order and multiple signing recipients features. It’s up to you to decide who signs first and where specifically in the document the signature fields will appear.Advanced analyticsBidSketch stakes high on analytics when marketing their product, but is their analytics functionality the best on the market? signNow analytics give you the information you need to get things done. The central dashboard allows you to see which stage of the pipeline a proposal is in, and every document includes its own analytics detailing when and how long each page is viewed by every recipient.That should be enough for you to reconsider your choice.
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What are the pricing plans for electronic signature applications like Echosign? What alternatives are most suitable for a small
Echosign starts out great, with free, or $15/month for a Pro account. But every time I consider upgrading, I back out because the pricing gets steeply higher per user. To just add a second user means going from paying $15/month for one user to paying $480/year in advance (non-refundable, $20/month per user) or $60/month ($30/user). It is crazy, I actually end up paying 4 times as much just to add a second user, even though there is just a marginal benefit.Echosign definitely must feel there is a network effect to having more users, and greedily tries to capture all of that benefit for themselves. Pricing per user actually increases as you move to larger plans. Per user rates go from $15/month, to $30/month, to $40/month, to $50/month.. -----Delving into this a bit more, it seems like signNow is much like Echosign, but has a better pricing plan for two or more users. It is $25/user for the first two users, and declines to $10/user for 5 users. For 6 users, however, it jumps to $42/user, eventually declining again to $10/user, but adding API access. The plans provide a 20% discount for paying a year in advance.Their technology does not seem to be in any way less advanced than the alternatives. I sent a document with the service, and it seemed to well. Some nice features included recognizing data fields in existing pdf documents, integration with Highrise, Dropbox, and some other services. I didn't notice anything missing compared to echosign.----signNow does not offer a month-to-month option. Users must pay $180/year ($15/month) for the standard service (even though it says $19.99/month on the website)..
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Which simple sales tool is recommended for small startups?
In the modern day and age, every sales division has no choice but to make use of the productivity tools that are on the market. The Wolf of Wallstreet days of taking the yellow pages and randomly dialling people up are long gone.Sales will always remain a numbers game, but thanks to new technology and more specific the rise of Saas companies, it has become a “Smart” numbers game. Calling 100,000 people at random will (assuming your product doesn’t totally blow) get you a certain number of customers. If this random dialing would get you a 1% conversion, you would have made 1000 sales. Yippee!If however, these 100,000 people weren’t randomly picked, but specifically chosen within the ideal target audience of your startup company. The conversion would easily be 10x higher, meaning you would only have to call 1 tenth of people to get to the same result.This is the reason that a lot of startups are driving massive amounts of sales while having a sales force that is literally 1/20th of what the big players in their segment are using by having the necessity to work lean, these startups make full use of productivity tools, and that’s what it is about.In order to have a competitive edge, your sales people need to work as “smart” as possible, by outsourcing frivolous tasks to specific tools. Here are the 5 essential productivity tools that will help your sales organisation play a smarter game.Five game-changing tools1) Lead generating toolLinkedin has done a great job by introducing the Sales Navigator tool, making it easier than ever before to find and manage the people that would be most interested in buying your product. You can create lists of leads within your target audience and then download them to your computer. If you want their mail address as well, you can use the free tool: hunter.io. Hunter allows you to export the mail addresses of your leads to a easy to use csv!Pricing: 1 month free trial ($59/month afterwards)2) Inbound marketing softwareHubspot is an inbound marketing software platform that helps companies attract visitors, convert leads, and close deals.It is useful to create forms and CTAs that track, score and nurtures leads. If you were able to attract people to your website, you should put in the extra effort to reel them in as a customer.Pricing: 1 month free trial3) Meeting and call scheduling toolHaving your sales force working smart, means they spend the least amount of time on frivolous activities such as scheduling their calls or meetings.Plann3r is an AI driven smart scheduling tool that takes into account calendar data combined with time zones and location in order to schedule your calls and meetings at the ideal moment. It is extremely handy for international calls, group meetings or if your salespeople are on the road going from meeting to meeting.Pricing: Freemium model; indefinite free tier and a $2.5/user/month paid tier with premium options.4) CRM systemOnce you have found the people that you want to sell to, you will need a so-called CRM system to keep track of them. A CRM system holds all the information of all past (and even foreseen) communications with your customers and leads.There are established brands like Salesforce or Oracle who have a large variety of tools that you can add on to their CRM. But there are also a lot of starting players that are worth looking into. Salesflare is one of those “new kids on the CRM block” that uses, among other things , AI (artificial intelligence) to enhance your selling process. The AI autofills the CRM for you, reminds you to follow up on a call, and so on. It is these kind of smart tools that enhance the productivity of your sales force.Pricing: Oracle/Salesforce (from $25/user/month); Sales flare (Free 14 days trial and then $30/user/month)5) Administrative helpsignNow provides an electronic signature platform, making it possible to close and sign deals completely online. Your sales force will be able to close faster and focus their energy straight towards the next deal.Pricing: Free Trial; $10/User/MonthUsing these five tools would increase your sales process as follows:Generating inbound leads with Hubspot Outbound with Linkedin Sales NavigatorAutomatically schedule meetings with them with Plann3rTracking them in your CRM system (Salesforce/Oracle or Salesflare)Closing the deal faster with signNowHope this helps!Cheers,Nicholas
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How can I be productive in sales?
4 essential productivity tools to run your sales organizationIn the modern day and age, every sales division has no choice but to make use of the productivity tools that are on the market. The Wolf of Wallstreet days of taking the yellow pages and randomly dialing people up are long gone.“Sales is a numbers game”Sales will always remain a numbers game, but thanks to new technology and more specific the rise of Saas companies, it has become a “Smart” numbers game.Calling 100,000 people at random will (assuming your product doesn’t totally blow) get you a certain number of customers. If this random dialing would get you a 1% conversion, you would have made 1000 sales. Yippee!If however, these 100,000 people weren’t randomly picked, but specifically chosen within the ideal target audience of your startup/company. The conversion would easily be 10x higher, meaning you would only have to call up 1 tenth of people to get to the same result.This is the reason that a lot of startups are driving massive amounts of sales while having a sales force that is literally 1/20th of what the big players in their segment are using. By having the necessity to work lean, these startups make full use of productivity tools, and that’s what it is about. In order to have a competitive edge, your sales people need to work as “smart” as possible, by outsourcing frivolous tasks to these specific tools.Here are 5 essential productivity tools that will help your sales organization play a smarter game.Lead generating toolLinkedin has done a great job by introducing the Sales Navigator tool, making it easier than ever before to find and manage the people that would be most interested in buying your product. You can create lists of leads within your target audience and then download them to your computer.Pricing: 1 month free trial ($59/month afterwards)Inbound marketing softwareHubspot is an inbound marketing software platform that helps companies attract visitors, convert leads, and close customers.It is useful to create forms and CTAs that track, score and nurtures leads. If you were able to attract people to your website, you should put in the extra effort to reel them in as a customer.Pricing: 1 month free trialMeeting and call scheduling toolHaving your sales force working smart, means they spend the least amount of time on frivolous activities such as scheduling their calls or meetings.Plann3r is an AI driven smart scheduling tool that takes into account calendar data combined with time zones and location in order to schedule your calls and meetings at the ideal moment.It is extremely handy for international calls, group meetings or if your salespeople are on the road going from meeting to meeting.Pricing: Freemium model; indefinite free tier and a $2.5/user/month paid tier with premium options.CRM systemOnce you have found the people that you want to sell to, you will need a so-called CRM system to keep track of them. A CRM system holds all the information of all past (and even foreseen) communications with your customers and leads.There are established brands like Salesforce or Oracle who have a large variety of tools that you can add onto their CRM. But there are also a lot of starting players that are worth looking into. An example would be Salesflare that uses among other things AI (artificial intelligence) to enhance your selling process.Pricing: Oracle/Salesforce (from $25/Users/Month); Sales flare (Free 14 days trial and then $30/Users/month)signNowsignNow provides an electronic signature platform, making it possible to close and sign deals completely online. Your sales force will be able to close faster and focus their energy straight towards the next deal.Pricing: Free Trial;$10/User/MonthTLDR; Using these four tools would increase your sales process as follows:Generating inbound leads with Hubspot: Outbound with Linkedin Sales NavigatorAutomatically scheduling meetings with them with Plann3rClosing the deal faster with signNowThis blogpost was originally posted (by myself) here. More tips to be as productive as you can in sales can be found here.Hope it helps!Cheers
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What are the best productivity tools for entrepreneurs?
I now accept Suggested Edits, as they come in. Include the price of the product/service.Pre Launch:Javelin. Start and grow your product faster. javelin.com/?ref=p5eybNFKResearch:Clipular http://www.clipular.com (free)Evernote http://www.evernote.com. Free, and $45 per year.Launching Soon Page:LaunchRock http://www.launchrock.comLaunchSoon http://launchsoon.comLanding PagesSelf Hosted:ThemeForest http://www.themeforest.net $8+Hosted:UnBounce (landing pages) http://www.unbounce.com $50/moKickOffLabs: http://www.kickofflabs.com/ $15/monthOptimizely: https://www.optimizely.com/ $17/monthTurnkey...
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What are the top productivity apps?
The top 6 productivity apps, according to me are:Firefox SendFirefox Send is an encrypted file transfer app that allows you to share files simply and safely. Send app offers higher upload limits and greater control over the files you share. To make sure that your stuff doesn’t stay online forever, it lets you share your important files with secure end-to-end encryption and a link that automatically expires.2. Otter Voice Meeting NotesOtter is a smart note-taking app that combines audio, transcription, inline photos, speaker identification, and key phrases.It helps journalists, business people, and students to be more focused, collaborative, and efficient in meetings, interviews, lectures, and wherever important conversations happen.During playback, it also synchronizes the audio with the text, so you can tap on a word to hear exactly when that word was said during the meeting.Sam Liang is the man behind this new voice assistant that focused on transcribing everyday conversations. He is the former Google architect who put the blue dot on Google Maps.3. AlarmyAlarmy (Sleep If U Can) app is the innovative solution for the people who can’t get up on time, even by having an alarm clock on their side. Alarmy has been designed to force you out of your sleep by giving you various missions.Alarmy includes super annoying loud alarms that force you out from your sleep. To end your sleep peacefully, you can also customise by playing your own music as your alarms.4. DaywiseDaywise app schedules your notifications and saves you from the unwanted disturbance that, in turn, improves your focus.According to Behavioral Economics lab at Duke University, people who get notifications in batches are more focused and calmer.Daywise app benefits:• You can enjoy long stretches of interruption-free work, enjoy family time and sleep peacefully.• Once you start using Daywise app, you will feel calmer, less stressed and anxious.• This app will help you to build a harmonious relationship with your phone.• Daywise app will improve your self-control and track your progress.5. Extreme- Personal Voice AssistantExtreme- Personal Voice Assistant claims to be similar to Tony Stark’s JARVIS voice assistant. It can connect to Skype, WhatsApp, and many other core apps.You can ask general questions, get sports scores, update Facebook, or communicate with friends and family via this assistant app. Extreme currently supports English, Tamil, Hindi, Chinese, Portuguese, Indonesian, Breton, Spanish, Catalan, French, German.Extreme will help you perform the following tasks:• It is your trusted selfie expert, just ask "Extreme, Take a selfie", and it will be done.• Extreme helps you find places on Google Maps, be it Venice or rusty Old Delhi.• Extreme will update you about your areas of interest. Just ask Extreme voice assistant say, "Extreme, Update me on yesterday's football match", and it will follow your instructions.• It can download and play stuff for you, email your colleagues, call/ text your friends, and even answer the phone calls.• Apart from the regular work, Extreme tries its best to keep you entertained. Some Easter eggs are hidden inside the app, uncovering them can be a fun task for you.• Extreme can Skype, WhatsApp and use many more core apps, all that you are needed to do is find out its capabilities.6. Forest - Stay focusedForest app is a productivity app that will help you to avoid your phone, live in the present, and more focused on your work. It was awarded as the Google Play 2015-2016 Best App of the Year, 2018 Best Social Impact App Nomination and 2018 Google Play Editors’ Choice Top Productivity App.This app will help you to temporarily put down your phone and focus on more important things in real life. With this app, you can plant a seed in Forest, as time goes by, this seed will gradually grow into a big tree.However, if you are not able to resist the temptation of using your phone and leave the app before the pre-defined time limit, your tree will die.The idea behind the app is "the sense of responsibility and achievement will encourage you to stay away from your Smartphone, and will help you make better use of your time by being in the present. This app will help you become self-motivated, stop getting distracted by your phone, and get more things done.Features of Forest app:• Forest app comes up with an exciting way to help you beat phone addiction and overcome distraction.• The app will encourage you to stay focused.• Forest app will reduce procrastination and makes you more productive.• This app is a pleasant and straightforward way to track your focused moments, and you can turn them into a lovely big forest.• If you can focus properly, you can earn rewards and unlock new species of trees.• You can motivate yourself to achieve your daily goals.Thanks,Monika
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Frequently asked questions
How do i add an electronic signature to a word document?
When a client enters information (such as a password) into the online form on , the information is encrypted so the client cannot see it. An authorized representative for the client, called a "Doe Representative," must enter the information into the "Signature" field to complete the signature.
How do they know an electronic signature is actually you?
And, more importantly, does it have a secret meaning, and are you actually the owner and not just someone pretending to be you?
The answer seems to be yes. In fact, it's the best answer any of the researchers could come up with: They believe that it's the secret to a digital signature, and their findings have been published in the academic literature.
The paper is entitled "Secret Authenticity of Digital Signatures: the case of the 'IOU'" and is a collaboration between the researchers and David Chaum, the author of the famous paper on digital signatures that was used to prove the security of electronic cash transactions over the Internet in 1999.
It was a pretty big deal back in 1999, because it proved that it's possible to make an electronic currency that is not vulnerable to "double spending" -- where the money itself can be duplicated and used to defraud the network.
And since then, digital signatures have been at the center of many new innovations in electronic banking, and now the technology has moved out-of-the-box into other areas, like online payment systems, the blockchain, and smart contracts.
And Chaum, who is also the author of the classic book "Digital Money: Theory and Practice," has been working to prove that electronic signatures are more than just something that can be used for digital signatures.
He did that with a proof-of-concept experiment at the University of Illinois a decade or so ago. He wanted to see whether it could be possible to take an el...
When is email effective under esign?
Does it work when writing a book? How would you know if an e-mail was effective in the first place? How do you determine if an approach is appropriate?
In this article we are going to discuss email strategies. If you're a developer (or if you're an engineer) you probably know that it's hard to be effective unless you're doing something productive. So what about writing a book or writing code? Is there an optimal method and what are the downsides to it?
There are many ways to approach writing a book that will work in most cases but there are two major strategies:
Create a list of people in your target audience and write short messages about them to your inbox. This works for people who you are very close with and for people who are on the other end of your message. This approach will give you the maximum amount of exposure for each of your messages but it will require some time.
Create a list of people in your target audience and create a short email about each of them to your inbox. This approach will give you exposure for most of your messages in one shot and your messages will be more effective. This approach is a little harder since you have to write your mail. This means you will have to spend a lot of time in front of your computer looking at your messages and will be more stressed out than you can handle. This approach will take a lot of time.
So, what are the downsides to this strategy?
It is time consuming (you are going to have to spend a lot of time in fro...
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