How Do I Set Up eSignature in CRM
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FAQs
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How do I set up a CRM system?
Ideally, when looking to implement a new CRM in your business, I would first aim to remove all ambiguity in the needs and expectations before implementing, or even before choosing a CRM provider.Practically every CRM software will provide a free trial period for new users, so use this opportunity to test what fits best for you & your business needs.So first and foremost, it’s vital to establish a clear business case, defining specific and measurable goals. These may include areas like streamlining sales and marketing or automating tasks and workflows to increase productivity.A good place to start is with an internal review to see what are your pain points & what problem(s) are you wanting to solve by implementing a CRM?What do you need from your CRM & what are your expectations?If you’re unsure, these 3 questions may help in ensuring you get the right CRM for your business;What are your pain points?What problems would you like your CRM to solve?What value do you want it to add? (monetary, time-saving, client engagement, all?)As mentioned, practically every CRM software will provide a free trial period for new users, so use this opportunity to test what fits best for you & your business needs.This is also an ideal way to boost user adoption & team buy-in. Get as many people in your team to join you on the trail as you can. Ensure that those who will be using the CRM on a daily basis are involved in the decision process.One of the major problems in implementing CRM is that many organizations assume it to be an IT project. But you’re better off asking those who’ll be using it the most to provide you with their feedback.What are the pain points for the sales team?What features do the Marketing or Customer Success team need?Do they like the UX?Is it intuitive?A CRM that can meet the majority of your business requirements, and is not a chore for your team to use, will likely mean a greater user adoption and ultimately, a better ROI.As far which CRM is best, I’d say that’s entirely dependent on you, the user’s needs, as well as the type of business you’re running or industry you’re in.Is your business B2B or B2C? Do you target specific industries or verticals?Some CRM’s are ideally suited for specific industries, so this may help in narrowing your choices, rather than spending time trying to mould the system - there may be an ideal fit already available.In terms of features & functionality for CRM’s, it’s good practice to think of or prepare a list of;Must HavesNice to Have’sa Wish ListOnce you have those defined, you can narrow the field based on UX, intuitiveness, cost etc. This will also allow you to test or check for any available integrations with your existing software(s).Answers to the above will enable you to select the best platform for you.Whichever platform you choose, it should be flexible enough to mould around your business processes & needs - not the other way around.Also worth checking, can the CRM platform you choose scale with you as your business grows or will it suddenly become much more expensive as you add users or features? Free options may be great to get started with, but may suddenly become that much more expensive as you & your business grows.If you’re looking for a cloud-based, sales automation platform that’s easy to use, I’d recommend Livespace.Livespace is a next-gen, process-focused CRM with task & sales automation, drip email capability and over 70 available integrations - ideally suited for 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 mirroringI hope this helped!If it did, please leave an upvote so it signNowes more readers. If it didn't, feel free to leave me a comment & tell me how I could have provided more help or value.**Disclaimer** I work with Livespace CRM & would be happy to connect with you to further discuss how or where we may be of assistance.
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How do I set up different signatures for replies and new emails in Outlook 2011 for Mac?
It's not quite as easy as in Windows Outlook.When you are composing an email, there's a "Signatures..." button which, when clicked, shows a dropdown letting you choose from the ones you created, or you can choose "Edit Signatures..." to create one.I'm sure you figured that out. The key is to not specify a "Default" signature (or rather leave the default signature as "None").Create one signature called, say "Compose" and another one called "Reply/Forward" (you may have to use another character besides "/").You'll have to manually add it yourself though each time.
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How do I set up an email marketing service for CRM?
Well, there are some tools that you may integrate into your CRM system to “upgrade” it in a way with email marketing automation. But sometimes it is much more affordable and time-efficient to implement a CRM with built-in email marketing.One of such systems is NetHunt. It is a Gmail-based CRM for small and medium-sized businesses, which allows users to create leads from emails and close deals right in their inbox.NetHunt CRM was literally built inside Gmail, so all the features are integrated smoothly and new users don’t need any additional training to start their work with the system. For instance, NetHunt adds informative snippets, which allow users to see if the emails in their inbox are related to any of the existing clients, companies, or deals. Besides, right sidebar added inside the email lets the recipient see all the essential client data and respond fast.Moreover, NetHunt allows users to send personalized bulk email campaigns. You may easily segment your clientele to target the right audience and then send out personalized messages. And the whole process won’t take you more than 10 minutes!To track the performance of the campaign, you may use open and click rates. This way you will see if the emails achieved the desirable result and adjust the next ones, if necessary.Speaking of other features, NetHunt CRM provides a full set of them, so that the system can fit any kind of team.Full Gmail integrationG Suite apps integration (Drive, Calendar, Hangouts)Third-party apps integration through ZapierCustomizable sales pipelinesValuable insights into your sales process with a set of customizable filters and viewsFull customization of the system, including folders and fieldsDownloadable reports and statisticsUser roles and permissionsMobile apps for iOS and AndroidStunning customer supportGrab your free 14-day trial and test the system to see how it works for your team!
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How can I start an e-commerce business?
Let’s understand what are the key elements of an e-commerce store :Products - It can either be one focused product with various designs or a line of different products (Amazon, Flipkart, eBay etc).Logistics - Product shipping, returns, distribution, etcInventory - Number of products in stock, locations etcTech - Website / App or both.Payment Gateways - To accept payments.Customer acquisition - Marketing, branding, Sales.Customer care / service.Now let’s approach each element one by one.(a) Product is the most important aspect of an e-commerce business. What you are selling - How desirable is it? Who are you going to sell it to?I believe most of your products can be sold on already existent e-commerce platforms like Amazon, Flipkart, eBay, Etsy, Snapdeal etc. The best part about these platforms - They will handle most of the above mentioned features for you. You wouldn’t have to spend time on building a website or an app or on customer service.If not, these websites will be additional sales channels for your products. It’s always good to have more and more sales channels to increase SALES.(b) Logistics - Depending on your transactions per day/month, you’d want to partner with logistics companies which will take care of pick-ups/deliveries. They will not only handle that for you, but also inform the customer about the tracking code and provide APIs for your website to ensure a smooth order experience. Ex : Indian Post, FedEx, DTDC etc(c) Inventory : Unless you’re as huge as Amazon, you’d not need to have warehouses to store your products. Based on your sales estimates you’d want to keep your stocks. There are various softwares which will help you manage your inventory.(d) Tech : There are 2 ways to approach tech. Either use platforms like Shopify, woocommerce which are built for people who want to start e-commerce platforms .ORHard code the entire thing from scratch which takes up a lot of time and money. If I were you I’d want to go with Shopify or woocommerce. Both of pros and cons. You can choose one, based on your requirements.(e) Payment Gateways : Again, there are many companies which provide you with payment gateways and APIs. They will charge you somewhere between 2–5% on each transaction. Ex: Stripe, PayPal, Razorpay etc(f) Customer acquisition : The most important part for your e-commerce business. Customers will pay which will ultimately help you run the company. You’d want to know who to target for your products.You can use Facebook ADs, Google ADwords, content marketing, and so many more methods to acquire customers.(g) Customer care : There’s nothing better than word of mouth marketing, this happens only when your customers are super happy with your product and service. Depending on the volume of transactions you can either have an in-house team to handle customer support or outsource this to another company.Amazon is an extremely customer focused company. This explains why it’s growing everyday.PS : I believe using a platform like Shopify and woocommerce would be extremely helpful for you to kickstart you e-commerce business. They offer 1000s of extensions which can help you solve most of your operational problems - Track customer heatmap, track cart, email marketing, billing, analytics and what not.It’s even better to have additional sales channels. So list your products on Amazon and all other relevant e-commerce websites which can drive external SALES for your business.In the end, it’s all about learning everyday and improvising as you go. We learn so much more about our business everyday. Start small, focus on customer satisfaction, and you will be good to go.All the very best for your idea. Hope this helped.
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How Do you set up CRM for success?
Sunil Khanna has some good advice below - but to amplifyIf you’re using CRM to track sales (the same applies to customer service or marketing)You start at the user level -Determine the current workflow - how they’re getting the job doneDesign the CRM processes to improve that workflow - make it easier for the usersClear everything unneeded out of the screens, layouts, listsDefine as many dropdown lists and easy to select entriesIncentivize training and adoption - pizza parties for the training session, $50 gift cards for completing training exams, $100 gift cards for best performance, $500 gift card for top performerRevisit - make CRM the path of least resistance for the usersReporting - pull reports only from CRM - stop making salespeople fill out a spreadsheet to do account reviews - teach the Sales Manager to pull that data out of what’s already being input - this does two things, 1) less work for salespeople getting ready for the weekly meeting and 2) once the salesfolk start seeing evaluations based on what’s in CRM - it’s a huge, huge incentive to make sure everything is up to date.These things seem very simple - but for most of our CRM consulting engagements, it’s a list of steps they’ve skipped in the past and now they’re calling us in to help select a new CRM system that works - when usually the one they’re using is fine, it’s just never been deployed properly.From there it’s on to optimization and with the correct data in the system we can now get into the ROI, sales maximization, productivity and efficiencies - but skip those first, simple steps and you’ll never get the high level results until you’ve created the front line downhill adoption plan.
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How do I find the password I used when I set up my electronic signature?
It is not possible to find the password that you have used while setting up your electronic Signature. You have to create new electronic signature.For more visit: https://www.signer.digital
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How do I delete my Quora account?
Quora allows users to delete their account if they choose to do so. Deleting your Quora account means that the following content will be removed from public view: your profile including photos and bio, your answers, comments, blog posts, votes, endorsements, and messages. Questions you may have asked will remain, since questions on Quora are community owned, but will not be associated with your name publicly. Deletion of your account is not reversible once the process is complete. Alternatives to deletion include: 1. Deactivation [ https://www.quora.com/How-do-I-deactivate-my-Quora-account-Can-it-be-reactivated-later/answer/Quora-Official-Account ] 2. Edit your Quora Privacy Settings [ https://www.quora.com/How-can-I-edit-my-Quora-Privacy-Settings/answer/Quora-Official-Account ] 3. Deleting individual pieces of content, such as answers, comments, or posts If you are certain you wish to delete your account, visit your account privacy settings and choose “Delete Account”. Once you confirm, your account will be deactivated immediately and the deletion process will begin. If you login during the next 14 days, the account will be reactivated and deletion will be canceled. Once the 14-day grace period has expired and your account has been deleted, your content and profile will be permanently deleted, and personal data associated with your account will be removed from Quora’s databases. Keep in mind that your content may have been republished or shared by others outside of Quora. Account deletion here does not remove any links or data hosted by others. If you have further questions regarding account deletion, contact us using our contact form [ https://www.quora.com/contact ].
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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 to get electronic signature capability?
If you are the owner of the product, please contact us to discuss your request. We are happy to help. We may need to verify that you own your product by verifying you own a product that has this capability. For more information on what to do to get eSignature capability please refer to our eSignature FAQ.
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Does sunpass work where there is an e-pass sign?
Yes. Sunpass uses an electronic toll system to monitor and manage your vehicle's usage. In some cases, your payment will be charged as a toll if you are using the system without your approval.
If you use a Sunpass transponder or toll tag to pay for tolls or toll-free crossings, you must present that transponder or toll tag to toll collectors to pay your toll. Please contact us to pay your toll.
Can I pay for tolls and toll-free crossings with cash?
Yes. You can pay for tolls and toll-free crossings with cash at toll plazas and on the roads and highways where you are registered. You can pay through your SunPASS account. You need to present your Sunpass transponder or tag and payment to the toll collector (or collector's agent) when you use the system.
If you are using a Sunpass transponder or toll tag to pay for your tolls, you must use the electronic toll system and present your transponder or tag to the toll collector (or collector's agent) when you use the system. You do not need your transponder or tag to pay for your tolls and toll-free crossings with cash or credit cards only.
You must keep your transponder or tag as proof of payment for your tolls and toll-free crossings. It is your responsibility to maintain the transponder or tag in good condition. If your transponder or tag is lost or stolen, you must pay to have it replaced.
What if I have to leave the toll road before my toll is paid?
When your toll is paid and you leave the road, you must pay your remai...
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