How To Save eSignature in CRM

airSlate SignNow is an advanced eSignature solution that empowers businesses to send and electronically sign documents efficiently. As a part of your CRM business software toolkit, it streamlines document workflows, helping you manage customer relationships more effectively.

Integrating airSlate SignNow into your CRM business software enhances your workflow by allowing for seamless document signing and management. This integration minimizes delays and increases productivity by enabling you to complete transactions and secure approvals faster.

airSlate SignNow provides flexible pricing plans tailored for businesses of all sizes. Whether you’re a small startup or a large enterprise, you can choose a plan that fits your budget and needs, ensuring that you get the most value from your CRM business software.

Yes, airSlate SignNow easily integrates with various CRM business software platforms, such as Salesforce and HubSpot. This integration allows users to incorporate eSigning capabilities directly into their customer management processes, enhancing overall efficiency.

airSlate SignNow provides essential features such as customizable templates, automated workflows, and real-time tracking of document statuses. These features are designed to complement your CRM business software, ensuring a smooth and organized process for managing customer documents.

By using airSlate SignNow alongside your CRM business software, your sales team can close deals faster with electronic signatures. This reduces the time spent on paperwork and allows your team to focus more on building relationships and increasing sales.

Absolutely! airSlate SignNow is designed to cater to businesses of all sizes and industries. Whether you’re in real estate, healthcare, or finance, this CRM business software integration can streamline your document processes and improve your operational efficiency.

Logging ongoing communications with a prospect and customer is an important task. The details in the message could be critical to a sale, a support task, or the key to evangelizing a customer. And more and more, these messages are happening through mediums other than email - like LinkedIn InMail.Ecquire helps you to save Linkedin InMails to your CRM directly from Linkedin. After you compose a message to contact, Ecquire will identify the right account in your CRM to log your message to. If it is a received InMail, Ecquire appears as a button to allow you capture the message.Here's an example of Ecquire working for Salesforce:

Check out Freshsales | Sales CRM Software and Contact Management Software for Small Business.Free for small teams(10 Users). Upgrade as you grow.Integrated Email and Phone, User behavior tracking, Lead scoring and more, in one hassle-free CRM package.With Freshsales, your team can gain insights from prospect behavioral signals on your website, view a graphical representation of your sales pipeline, prioritize your prospects, align with your sales process to guide next actions, and enable users to conduct sales activities directly from one central, cohesive place. (and, of course, Freshsales is fully integrated with Freshdesk)G2 Crowd listed Freshsales in “10 Best Free CRM Tools for Businesses”.Freshsales: The FeaturesWith Freshsales, you get an all-in-one CRM, productivity tools, and sales features:Built In Phone and Email: A full suite of email productivity and tracking tools is part of the core product. With email and phone integrations in place, sales can take action immediately and directly from the contact record to nurture leads. All interactions are documented in the record. No more clicking and scrolling to find the disparate pieces of history that inform your actions.User Behavior Tracking: Freshsales lets you see your prospects’ behavior front and center in every contact or account record. Knowing what your prospects are looking at and what actions they are taking provides crucial context that informs the way sales moves deals toward close. Understand prospects immediately with visibility into actions they have taken (analytics like downloads, page visits, and all communications).Lead Scoring: With this feature in place, salespeople see a prioritized list of leads, ranked according to prospect behavior signals (e.g., how the prospect entered the pipeline) and interactions with your brand. No guesswork needed.Comprehensive contact, lead, deal, and account management: Each record is populated with all the data sales needs to move toward close — and you can tie leads to accounts. No more hunting through inboxes and clunky CRMs. Each record shows all interactions, so sales can conduct a buyer-focused sales process.Visual Sales Pipeline: The Deals Dashboard is a familiar graphical view that makes it easy for teams to take an instant read of the sales landscape — accurate and up to date.Non-interruptive, frictionless implementation and training. It’s a matter of hours, not weeks, to get up and running. High rate of adoption.Reporting: Use the library of default reports, or customize as required. Reports are presented in a pleasing graphical style.Read about all features and benefits: Freshsales feature comparison sheetTry out Freshsales for a FREE 30-day trial.

I'll break down all the process to several steps: 1. To save a Word doc as HTML you should follow the next steps: 1. Open your file 2. Go to “File” Menu 3. Click “Save As" 4. In "File Format" select "Save as a Web Page" Important: When you create an HTML file using Word it has specific formatting that often is not read properly by other solutions. So your signature can look different or be corrupted. 2. Open this file in your browser. You'll see your signature. Better to use Chrome. 3. Select all (Ctrl+A), then Copy (Ctrl+C). 4. Open your email client: 1. Click "New Message" 2. Paste copied signature 3. Send yourself email 5. Open this email on your iPhone/iPad 6. Copy your signature (Choose "Select all") 7. Go to Settings: 1. Scroll and select "Mail" 2. Scroll down to signature settings 3. Select your account 4. Paste your signature 5. Shake your phone and click Undo (I know that it's weird, but this saves the formatting) But in my opinion, it's better to use an email signature generator. As you'll save time, you can choose one of the templates and customize them as you want. And services have already spent time on testing and making sure that your signature looks ok in all email clients. You can try using the free generator as email signature editor - NEWOLDSTAMP [ https://newoldstamp.com/editor/ ]

The sales teams were hired to sell, but how much of a sales rep’s day is actually devoted to selling?I want to share with you and your team our knowledge how to make the most out of your daily activities.We don’t have a silver bullet or a magical secret to 10x your revenue overnight.Instead, you’ll find a selection of simple, practical ideas you can implement fast to transform your sales process into an efficient routine. You’ll start shaving a bunch of time off your admin tasks to give you and your team more time to do what you do best…Sell!The Facts: What the Evidence Reveals About Sales ProductivityPace Productivity has been conducting productivity studies since 1990. They conducted a study in 2017 to determine exactly how much time salespeople spend on selling activities during their regular work week.The results are shocking.On average, sales reps spend just 22% of the workweek on selling activities.That means a whopping 78% of a salesperson’s time is not spent on selling.Instead of the bulk of activities being focused on driving deals forward, 46% of the average salesperson’s week is spent planning, traveling, and handling administrative tasks like updating spreadsheets and organizing data.Don’t Let These Numbers Get You DownIt’s no surprise non-selling activities slow down the sales process and choke your momentum – leading to a higher chance of deals rotting.The subsequent effect of time-consuming admin has a serious impact on your business.The more time you waste, the longer your competitors have to muscle in.That’s a signNow handicap on your ability to meet your rising sales targets.These stats may be daunting for you as a sales manager, but you can use some simple time-saving tactics to swap those percentages around so your reps can spend 22% of their time on admin and 78% on sales activities.Your foundation is critical. First you must set up your sales process to focus on the actions that drive sales rather than unavoidable time-suckers like unnecessary meetings and admin.In short, you need to minimize your team’s non-selling activities and maximize their precious selling time.The Problem With Productivity “Hacks”You’ll find an insurmountable deluge of advice online about ‘growth-hacking’, “productivity-hacking”, or hacking pretty much anything to get more sales.Don’t buy into the hype.Shortcuts and hacks are short term boosters. These tactics won’t make more sales for you.The best hack to selling more is not doing more or doing less of any one thing. If you want sustainable improvements in sales performance – you need to find repeatable ways of doing the right things.So why are “productivity hacks” so hot right now?The pressure for consistent growth is relentless, and thought of a quick-fix solution for low productivity is tempting to say the least.Sadly – there are no shortcuts to get you the sustainable results you need for genuine business success.But, you can still make efficient changes to a process to get the outcomes you want.We’re not talking about a time saving ‘hack’ that you use once and forget about – we are talking about conscious, long-term change for the better.A Guide to Trimming the Fat in Your Team’s Day-To-Day RoutineIf you’re aiming to maximize your average selling time, then you’re in the right place.While there are many tips to boost selling time, our focus in this guide will be on one of the most time-consuming activities for sales teams, sales managers, or any white collar worker bee:Meetings.Whether it’s a company meeting, a client meeting, a meeting that could have been an e-mail, or a meeting about a meeting (you know they exist!) – chances are you are spending more time in meetings than you need to.The most likely reason for time wasted in meetings is simple…The time-frame and desired outcomes of the meeting are either unclear or non-existent.More often than not, you’d probably be adding more value to the business by spending this time prospecting, qualifying, and closing deals.So the question remains: how do you make the most of your meetings while reducing the time they take away from selling?Time-Saving Tactic #1: Use Military-Style MeetingsRegimented meetings will slice inefficiencies from your weekly routine almost instantly.There’s no need to spend too much time developing a structured agenda when you adopt a military approach to your meetings.What does a “military-style” meeting look like?Military-style meetings are short, punchy and effective. Like a drill sergeant, you need to develop the habit of establishing certain parameters for every meeting to achieve an army level of efficiency. These include:Establishing a one sentence purposeSetting a desired outcomeSpecifying a start and end timeNaming the meeting by the maximum length of time you want to spendDon’t just say you’re going to have a ‘quick’ or ‘short’ meeting. Instead, call it a ‘20-minute meeting’ when scheduling it into everyone’s calendar to manage expectations before you get together.The benefits of military-style meetings are signNow and repeatable. Here’s the value you can expect to add for your team on an ongoing basis:Your team can easily manage their schedule with certainty around the specified time frameYou have more scope to cut a discussion short without frustrating any participantsIf someone asks a question about a topic not relevant to the meeting, you can fall back on the target time limit to veer away from irrelevant subjects without feeling like people will take this interruption personallyNeedless to say, point 3 can be a little tricky.While a military-style meeting must have structure, you can be structured without being rigid. Don’t be afraid to give people the chance to voice a topic outside the agenda, but make sure you maintain control over unnecessary diversions.Always respond by giving people a way to continue the conversation outside the parameters of the meeting. Suggest that they send an email or schedule another meeting (military-style of course) if the subject is worth pursuing in depth.Time-Saving Tactic #2: Make Sure Meeting Takeaways Are Crystal ClearThere’s a surprisingly easy way to make sure your meeting’s purpose is on point.Mike Weinberg, The New Sales Coach, puts it best:“I like to wrap it up by going around the table and getting honest feedback about the meeting from each person. It’s also productive to ask each attendee to share their main takeaways and what they can implement immediately when back in the field or on the phone.”Mike calls this concept the “takeaway”.If your takeaways are consistent with the purpose of your meeting – you can be confident you are on the right track and your meeting has been effective.But don’t just stop with a takeaway.Weinberg also suggests limiting the goals set after a meeting to just a few.We know actions are important, but a simple and clear message to focus on in the takeaway helps your reps to do more.“Provide marching orders for the next month or quarter. Ensure there is great clarity of mission and that there is no question about priorities. If you’re into sales contests, this is the place to kick it off and stoke the competitive nature of your winners.”Remember – short, sharp military meetings don’t have to be boring and regimented.Takeaways present you with the perfect opportunity to flare up the passion of your reps and unite them in pursuing a single, meaningful goal.Stoking the competitive fires of your reps at the close of a meeting will help you nudge results forward, especially when your fired-up sales team is focused on one practical takeaway after your 20-minute meeting is finished.Time-Saving Tactic #3: Be Smart About SchedulingSalespeople often have several journeys a week to make by car or train as they hustle between the office and leads. As a result, a lot of time tends to get wasted in transit.Scattering meetings throughout the week only adds to the time your team needs to spend in cars and trains to make it to the office. Try and allocate certain days of the week or times (i.e. weekday mornings) for team meetings at the office.Not only does this reduce time spent commuting, it also helps reps plan more face-to-face time with prospects.Speaking of prospects, client meetings can also be scheduled smartly.Encourage your sales team to arrange their client meetings according to location. By mapping out your route beforehand, your sales soldiers can batch their meetings into into clusters depending on their leads’ location. This translates into more clients, less time traveling, and lower fuel costs (save the environment!).The right technology can also help you streamline and automate key elements of the meeting scheduling process. Instead of battling the cumbersome email tag involved with setting up a meeting with a prospect or customer – Pipedrive’s Scheduler will allow you to create a recurring event or one single event and manage all types of internal and external appointments on an fully integrational calendar.Extra Non-Hack Advice – While it’s good for some organizations to encourage client meet-ups, make sure you also test the impact of face-to-face time on conversions. You may find that you can get the same or better results without the time-sucking trips.Better Meetings Means Better Sales ReportsThere you have it: everything you need to know to maximize the value and productivity of your meetings. These simple strategies will have you well on your way to adding productive selling time to your team’s schedule.Organization and a structured sales process is the foundation you need to save time and cut admin. Investing in the right tools can help you and your team focus on the actions that drive sales (particularly with the help of Pipedrive’s smart Scheduler tool.)Get your team on track and start your 45-day free trial of Pipedrive’s agile CRM.HOW ?Just past the promo code af-fotc ( like in the picture )This code allows you to use free trial up to 45 days instead of standard 14.

ERP - More often than not, a rapidly growing business will be able to delay hiring additional support staff and grow the business much larger with the same people, making revenue per staff increase and avoiding hiring/salary costs. But often you'll find direct savings, like cutting end of month close from weeks to days, consolidating purchasing for greater efficiencies, cutting inventory (and carrying costs), decreasing transactional costs - all depending on the organization. CRM - used correctly can identify the small steps of top sales producers and measure the incremental sales steps that lead to higher close ratios, shorter sales cycles and better product margins - that is, if you have a sales manager that understands CRM - otherwise, it's mostly a pain in the *ss.

I'm going to share with you 10 steps to lose belly fat fast.Tip #1 Eat more fat-burning foods.And really, remember this.Here's sort of the secret ingredient.You need to get fiber, protein, and healthy fat, those three things, in every single meal.So fiber, protein, healthy fat, and I would also say phytonutrients is sort of the other thing there.So fiber, we know, helps cleanse the colon, we know it helps you detox, and really, it helps you stay fuller longer.So number one, you've got to get fiber in your diet.Tip #2 get more protein.Protein is what you're gonna turn into muscle, and muscle actually burns body fat and what keeps your metabolism elevated.Tip #3 healthy fat.You want to switch your body from being a sugar burner to a fat burner, so consuming a diet where your body's actually burning more fat and you're eating a lower amount of carbs is typically better for the body.And then, number four, you want to get plenty of herbs in your diet, things like turmeric, cayenne pepper, ginger, basil.These herbs actually contain compounds that activate fat-burning things within your body.For instance, cayenne pepper contains capsaicin, a compound that's thermogenic that actually helps you burn body fat.So again, by getting in every meal fiber, protein, healthy fat, and some type of herb, it's actually gonna help you burn fat and lose weight.What this might look like is for a breakfast smoothie, you might put in one scoop of bone broth protein powder.There's your protein.You might add in a tablespoon or two of chia seeds.There's your fiber.Then you're going to add in some healthy fat, maybe a little bit of coconut milk, and then herbs, you're going to add in maybe some cinnamon and ginger there as part of that smoothie.But again, that's an example of a perfect meal that's gonna help you burn fat.Similar thing for lunch.Salad, you've got a lot of lettuce there and vegetables.There's your fiber.You add in maybe some salmon.There are protein and fat.Or chicken breast, there's protein.Some olive oil.There's your healthy fat.And then sprinkle on some of the herbs, maybe some dill, maybe some garlic, some rosemary,Italian seasoning like basil.Those are the type of meals that are going to help you burn fat and burn it fast.All right, let's talk about what you've got to avoid and get out of your diet.Tip #3 avoid sugar and grains.If you're consuming a lot of sugar and conventionally, especially, processed grains, your body's going to store those as body fat.So again, get rid of the sugar.Listen, sugar is hidden everywhere.Fruit juices, that's sugar.Wheat bread products, white bread products, pasta, potato chips, all of these are processed.They're high in sugar or really quickly digestible carbohydrates.You want to get those things out of your diet completely.Tip #4 intermittent fasting.Fasting has been used for thousands of years to support the body in burning fat and burning it fast, and so one of the popular forms of fasting that there's a lot of research behind today is intermittent fasting.Now, most of us eat right when we wake up in the morning and even do a snack before bed.With intermittent fasting, you're typically eating in-between, like, in maybe a six-hour window.So what you're going to do, basically, you're going to skip breakfast, and maybe your first meal will be around noon or 1:00.You'll eat another meal around 3:00 and another one at 6:00, but that be a very simple example.Your first meal's at noon, your second meal's at 3:00, your next meal's at 6:00, or maybe you're just eating two meals a day, one at 1:00, one at 5:00 or 6:00.But again, you're giving your body a larger period of time to cleanse, to heal, for your organs to function, specifically, and it actually allows your body to release more human growth hormone, which, in turn, can help you burn body fat.So again, intermittent fasting can be a great way to burn fat as well.Tip #5 HIIT workouts.That stands for high-intensity interval training, also known as burst training, or Tabata workouts also fall into this category.HIIT training is exercising like a sprinter rather than a marathon runner.When you exercise like a sprinter . . . think about a sprinter.If you've seen some of those gold medalist runners, they're very lean.I mean, it doesn't look like there's an ounce of body fat on them.A lot of people today get on the treadmill, they go at a slow, steady pace.Think about what a marathon runner looks like.Most of them actually do store some belly fat.They don't have this ripped six-pack.Versus sprinters, they're so toned, they're so defined.You want to exercise like a sprinter rather than a marathon runner or do a combination of some weight training with burst training or a high-intensity interval training, hands down, the best way to burn fat.One example of this could be getting on a bike maybe in a spin class, and you go really hard for 30 seconds, you go easy for 30 seconds.Or going to your local track or on a treadmill, you're running for a minute, you're walking for a minute.Those are some examples of doing that high-intensity interval training that works for burning fat fast.Tip #6 Reducing stress.Emotional stress will absolutely cause cortisol to increase, which, in turn, can lower melatonin production and human growth hormone, which will cause you to store body fat.So you know, reduce stress.A great thing to do is go out in nature and go for a walk.One of the things I do is I go to my local park and go for a walk out in nature every single day.That's stress-relieving.You can also get out a sheet of paper.On one side, write down all the things that are stressing you out.On the other side, write down all the things that bring joy to your life that you love doing.Schedule in the things you love.Take these things that are causing stress, and find ways to get them out of your life.By doing so, it actually helps you burn fat in a hormonal manner.Getting more sleep.This is crucial.I saw a recent medical study that showed if you are getting less than seven hours of sleep a night, or six hours less as well, what happens is your body stores more body fat.Tip #7 get plenty of quality sleep.Go to bed earlier is really one of the keys to doing that.I recommend going to bed the very latest 11:00, ideally closer to 10:00 at night or earlier, and by doing that, you're going to put your body in a state to where you're going to get better-quality sleep.In fact, I heard somebody say once, every hour of sleep you get before midnight can count as double the amount of restful sleep you'll get during the night.If you think about our ancestors, it would get dark earlier and they would go to bed probably an hour or so after it got dark.They would wake up right before sunrise.Today, we definitely go to bed much later than we should be, but again, medical studies have proven getting eight hours of sleep a night of quality sleep can absolutely help you burn fat and lose bad belly fat and weight.Tip #8 try a ketogenic diet.Now, this is, again, causing your body to switch from being a sugar burner into a fat burner.Imagine this.Every time you wake up in the morning, you look leaner and more fit because your body has been burning body fat even while you're sleeping at night.That's the key to the ketogenic diet.You're eliminating almost all carbs from your diet, and you're consuming lots of fat, a small to moderate amount of protein, and a little bit of fiber, and that's really it during your diet.You also, during a ketogenic diet, you want to get a lot of coconut oil in your diet, a lot of avocados, a lot of healthy other fats and oils like wild salmon in your diet, a diet very high in fat.Tip #9 add metabolism boosters to your diet.I actually believe one of the best metabolism boosters is bone broth.Bone broth contains certain types of amino acids that support metabolism.You can actually get bone broth in a protein powder form into a bone broth powdered protein in a smoothie every single morning that's great.Also, certain herbs like capsaicin, which is found in cayenne pepper, has a thermogenic nature.Cinnamon contains cinnamaldehyde, which is great for blood glucose levels.Ginger is very warming to the body.It can help burn body fat as well.And also doing adaptogenic herbs, such as holy basil and ashwagandha, and Rhodiola is great for rejuvenating the adrenals and thyroid, which, hormonally, can help you burn fat and lose weight.So again, add in more herbs to your diet, add in some bone broth.By doing that, that's going to help take your metabolism to another level.Now, in terms of exercise, this is important.I mentioned earlier you want to do a lot of HIIT training or burst training, exercising like a sprinter.In addition, you want to do some weight training, and you want to do some core workouts, where you're working your core.But actually, the most beneficial type of workout for burning belly fat is working your largest muscle groups, such as your legs and your back muscles.You really want to burn fat, do lots of body weight squats, so heavier weights or moderate weights, but lots of squats, lots of deadlifts, lots of lunges.Working your legs in weightlifting actually is going to help you burn fat and then also doing larger muscle groups.Like, your back has really large muscle groups, your lats, your rhomboids, so doing pulldowns and pullups or rows.Those exercises are all great.Again, legs plus core plus back are probably the best overall workouts for getting that six-pack or at least that really lean stomach that you've always wanted.Tip #10 work out on an empty stomach.Probably the best time to work out is you wake up first thing in the morning and you work out and then you eat after your workout.But again, working out on an empty stomach, especially first thing in the morning actually can help raise human growth hormone, which is amazing for anti-aging, but burning fat all the time.So again, if you really want to lose weight, work out on an empty stomach and practice.SummaryNumber one, remember, eat those fat-burning foods.Remember, getting healthy protein in your diet, such as bone broth and wild-caught salmon and chicken breast and grass-fed beef, getting more healthy fats in your diet from coconut and avocado, getting more fiber in your diet from chia seeds and berries, and then remember, getting lots of herbs in your diet can be beneficial as well.Eliminate and avoid sugars and grains.Practice mindful eating.Eat like an Olympian.Practice intermittent fasting, so skip breakfast there.Do HIIT workouts.Reduce stress.Get more quality sleep.Try out a ketogenic diet.Add metabolism boosters, such as cayenne pepper and rosemary and cinnamon, those types of herbs to your diet.Work out your legs, especially, and your core.And then, also, workout on an empty stomach.The best resources: The 28-Day Keto ChallengeSign up now and get our 28-Day Meal Plan and 10 expert guides to educate and inspire youKeto Diet Basics: To get started, you’ll learn the basics of the keto diet, how it was developed, how it works, 13 tips for success, foods to enjoy, and more.Eating Well On Keto: In this guide, you’ll get 10 breakfast recipes, 14 lunch recipes, and 14 dinner recipes, plus a companion 28-Day Meal Plan calendar.Staying In Ketosis: You’ll learn how to get into ketosis in as little as 3 days, how to know if you’re in ketosis, and much more.Mastering Macros: Learn how to calculate your macronutrients and maintain the proper ratios to stay in ketosis!Beating Keto Flu: What the “Keto flu” is and how to make it go away quickly if you experience any symptoms.Intermittent Fasting: Learn about 5 different styles of Intermittent Fasting to kickstart ketosis and accelerate fat loss.Social Situations: Discover healthy ways of dealing with social pressures. Includes tips for eating out and guidelines for drinking alcohol. This is what makes weight loss sustainable!Guilt-Free Desserts: This cookbook contains 36 mouth-watering “fat bomb” recipes that will satisfy your sweet tooth while keeping you in ketosis.Yummy Avocado Recipes: Discover 5 unique keto-friendly ways to prepare avocados. Yum!Keto Supplements Guide: Learn about 12 of the best Keto supplements that will help you transition to ketosis and make the Ketogenic diet more effective.