How To Electronic signature Document for Sales Teams

Here are the tools we at Tint use to increase our sales (most of them have free plans):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/

Hey!I’d recommend you only five tools for higher productivity, but I believe they are the best ones in each category. We use all of them! And as a team leader, I’m so grateful for having them all at once.NetHunt CRMNetHunt is both a CRM software and productivity tool that is integrated into Gmail. You need a CRM to keep your team on the same page regarding the relations with current or future customers. NetHunt CRM stores all the updates in the communication with clients as well as the overall progress of sales and marketing processes.Why else does your team need CRM?Give up spreadsheets and save time on more important tasksDon’t waste a minute on navigating customers profilesSynchronize workflow between different departmentsTrack sales and performance per employeeClose deals right in your inboxSchedule follow-ups, bulk emails and more.2. SlackSlack enables clear and effective communication inside the team. It aligns the work process of team members by providing an opportunity to send instant messages.Slack is integrated with a bunch of other services like Trello or Gmail, and it notifies you when something important happens in any of your workspaces.3. Google MeetGoogle Meet is a simple and free tool to schedule video or audio calls. It helps gather teams that are spread all over the world. If you’re out of the office for a business trip or some of your employees work remotely, Google Meet will ensure effective communication and productive teamwork.4. TrelloEven the busiest people and teams get their daily agenda organized with Trello. This app boasts an intuitive and playful interface with columns, cards, lists, and tasks which you can share with your team. You may also create notes or visualize your calendar. Trello won’t let you miss a meeting or break the deadline.5. JiraWith Jira, you can measure the time which your team invests in various tasks. Jira helps estimate the performance of every employee. It gives you updates on how much time left for a specific task to be done. Although you may use it to split bigger tasks into small ones and delegate them to different people. Jira visualizes the entire workflow of your team in general and occupation of every employee in particular.In this article, you may also find 11 simple and effective ways to boost team performance! → How to increase team productivityCheers!

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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.

In B2B sales (you don't say what segment you're in), a couple of options:1) Shorten the sales cycle. Does your product need a proof-of-concept to sell? Figure out how to avoid the POC and sell without it, e.g. through references, communities, free trials etc.2) Reduce the size of the initial purchase so it becomes easier, and upsell afterwards. Smaller purchases are typically easier to complete in B2B. Services often sell successfully this way -- the customer upsizes after getting started with the service.3) Get better qualified leads. Many people think more leads are better. However, there's nothing like a well-qualified lead, someone who really wants to buy what you're selling. There are fewer of those, but they are faster to close.4) Have the customer sell themselves. This is possible with services that can be tried online (ideally for free) with excellent documentation and support communities. Something that makes it possible for the customer to experience the benefit of the offering themselves, for minimal investment (ideally $0), while educating themselves from published information and/or other users.

How about improving their access to information? Being able to provide the right information quickly can make a big difference in making a good impression.With the sales team being the front line in the quest for success for any organization, the need to strengthen their abilities as a team and equip them to function as efficiently as possible becomes paramount to their effectiveness.From businesses with smaller sales teams, to ones with a sales force of hundreds or even thousands strong, there are a number of challenges they can face that are unique to the sales organization. The ability to communicate easily and collaborate as a unit is perhaps one of the most common sircumstances, and while CRM software and blackberry’s are associated with making the lives of the sales team better, there is another technology that is gaining ground very quickly … social networking software for collaboration.Whether an in house sales force or a network of channel and partner sales representatives, the sales organization is often a widely spread, very mobile organization scattered across locations or always on the move. Communication and content is a lifeline for the organization, but the common complaint is that there is a lack of a unified platform they can use to communicate on and work with each other. This often sees large numbers of sales representatives working as islands with no sharing of intelligence, best practices, and a coordinated effort -- which, could otherwise result in more efficient working and perhaps better revenues.For the management, there are other challenges, such as the need to send out individual communications to each sales rep -- and the alternative being to email their communications and content across the entire sales force, even though a lot of it may not be relevant to each rep, again creating an inefficient process. Training and development of new and existing sales reps is a constant concern with higher employee turnover rates than most other departments and the need to constantly update and enhance skills and information throughout the daily working process.So, how is a social networking based business community platform going to address all this?Building a collaboration network platform for the sales force is a great strategy. Sales teams at IBM, CISCO, T-Mobile,  and many others have already experienced the positive results of leveraging collaborative social software for their sales initiatives.Here's just some of what has been observed by companies who have built such online networks for their sales organization:Greater sharing of knowledge & best practices - collaboration and social networking environments foster sharing of information and experiences, which, among sales organizations, often translates to a widespread sharing of best practices. These best practices, which are often posted by members of the sales team on the job, come from practical experiences with customers -- and the practice of sharing this knowledge alone helps build a better sales organization.Rapid turnaround time in getting answers to questions - companies have seen that, with the ability to simply log in to the community and post a question on the discussion boards or forums, sales reps and channel sales agents find it easy to ask questions on handling situations regarding product updates and other topics. What’s more, is that with all the other members regularly on the network, questions get answered quickly,  creating a strong process for ensuring everyone is on the same page.Better objection handling - it’s been observed that when sales reps come across customer objections while selling, and post them within their network, they are replied to with multiple suggestions for handling these objections from others within the community. With everyone collectively pitching in on how to manage these objections, the learning curve increases, and everyone gains from better success rates.Constant pull-based learning & development process - With the constant discussion, conversation, posting of learning content, presentations, blog posts, videos, webinars and other useful content, the network also acts as a platform for continuous learning. Since this kind of information is not regularly pushed on employees, it’s not seen as something they are forced to learn, and rather, they are encouraged to participate in posting, consuming, commenting on, and sharing learning content by seeing others do the same.Single platform for distribution of content - Rather than emailing each sales rep, or go through the other extreme of emailing the entire sales force with content and material that may not be relevant or useful to all of them, the collaborative network provides a single platform to which content can be posted to. Sales reps can simply login and take what they need now, whether it’s a product guide, specs update sheet, or marketing collateral. This makes it easier for management to distribute content and spares the sales reps from being bombarded with what they may not need.Single platform for communication and planning - Perhaps one of the biggest plus points for management,  is having a single platform they can use to communicate with the entire sales team, no matter how far they are spread and where they are physically located. Whether it’s sending out important notices or planning campaigns that need groups of sales reps to participate and discuss, the network provides a platform to communicate, plan, and execute what may otherwise be a daunting task.Visibility into operations and recognition of performers - The collaboration network brings a greater level of transparency into the workings of the sales organization and puts information that would otherwise slipped under the radar in front of them. Management can spot performers and contributors, and spread the word on achievements to recognize outstanding sales reps -- which can also motivate the sales community as a whole to push the envelope and do better.In short, the social collaboration software platform can bring a new level of cohesiveness to your sales force -- and a unified sales force is powerful. Quicker spread of information, better ability to plan and interact with each other, and better communication can be targeted by building a platform exclusively for sales employees -- and a lot of businesses can benefit from the results seen by those who have been front runners in this space. After all, if the goal is to push revenues, what better way than to equip the sales organization with the technology they need to bring home the results?

The electronic signature would use a 3rd party program, signNow is an example. The company that received the electronic signature would have also been provided "envelope information" which would be attached to the document that was signed. It would give the email address of the person that signed and the i.p. Address it was signed from. Subpoena or request that document

I can’t speak for every vendor but here is a whitepaper on how signNow provides security for documents at rest and in motion: signNow’s Commitment to E-Signature Security

Hi allDocuments for Electronic signatures have helped in making transactions and donations possible, users can make pledges and fulfill their pledges using electronic signatures Electronic signatures have been found by its user to be more friendly than the manual processes that require a lot of procedure before getting documents signed.Electronic signatures are not just useful for organizations to become more effective, they are also creating a huge positive impact on society. Improvement in technology is equivalent to a quality living. It should be recognized that implementing latest technologies does not only increase the return on investment (ROI) but also give people a better quality of living. However, electronic signatures are only applicable to Documents for electronic and these documents are classified into four formats which are• Word files• Spreadsheet• Portable document format (PDF)• PowerpointI will suggest one of the Good Construction software provide documents for electronic signatures CONSYSA (Construction systems of America)Login free with Consysa and Get StartedFollow· 23Request