Revolutionize Your Deal Management in CRM with airSlate SignNow

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Kodi-Marie Evans
Director of NetSuite Operations at Xerox
airSlate SignNow provides us with the flexibility needed to get the right signatures on the right documents, in the right formats, based on our integration with NetSuite.
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airSlate SignNow has made life easier for me. It has been huge to have the ability to sign contracts on-the-go! It is now less stressful to get things done efficiently and promptly.
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Digital marketing management at Electrolux
This software has added to our business value. I have got rid of the repetitive tasks. I am capable of creating the mobile native web forms. Now I can easily make payment contracts through a fair channel and their management is very easy.
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Deal Management in CRM

Are you looking to streamline your deal management process in your CRM system? Follow the steps below to ensure smooth and efficient management of your deals.

How to Manage Deals in CRM effectively:

Managing deals effectively in your CRM system is essential for driving sales growth and maximizing revenue. By following these steps, you can ensure that every deal is properly tracked, monitored, and closed in a timely manner.

Implement these strategies today and watch your deal management process become more organized and efficient!

airSlate SignNow features that users love

Speed up your paper-based processes with an easy-to-use eSignature solution.

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Generate templates of your most used documents for signing and completion.
Create a signing link
Share a document via a link without the need to add recipient emails.
Assign roles to signers
Organize complex signing workflows by adding multiple signers and assigning roles.
Create a document template
Create teams to collaborate on documents and templates in real time.
Add Signature fields
Get accurate signatures exactly where you need them using signature fields.
Archive documents in bulk
Save time by archiving multiple documents at once.
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Here is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.

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Explore how the airSlate SignNow e-signature platform helps businesses succeed. Hear from real users and what they like most about electronic signing.

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This service is really great! It has helped us enormously by ensuring we are fully covered in our agreements. We are on a 100% for collecting on our jobs, from a previous 60-70%. I recommend this to everyone.

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I've been using airSlate SignNow for years (since it was CudaSign). I started using airSlate SignNow for real estate as it was easier for my clients to use. I now use it in my business for employement and onboarding docs.

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Everything has been great, really easy to incorporate into my business. And the clients who have used your software so far have said it is very easy to complete the necessary signatures.

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hello Jake and thank you for your question your question is around how to structure the CRM in the best way basically what will be the right way to bring in a new appointment and how to work around it even though your business is not an I.T business your cell cycle is relatively similar to an ID company there will be in I.T companies there will be an appointment that is being booked with a salesperson and then there will be a sales process and then the company sells basically it's a close one the company sells the the solution and then the company needs to deliver it and the delivery takes time so your your process is very much similar to an I.T company and even my company so this is what I have for you so whenever an appointment is being booked let's say on currently so bookings whatever software that you may have Whenever there is a booking it will automatically create here a new deal or in my system it calls opportunities because it's more of an opportunity than a deal so someone will book here will book the appointment it will automatically will go into appointment booked now while you are providing the price closing the deal whatever it is then it will go here so let's hit the five thousand dollars deal and now it will go into close one the deals that will be in close one are not done because you still have the delivered to take into consideration now you said that most of your deals will take around the year so what I prefer to do is while the application process takes place and your product basically in work I would create a drip campaign of about let's say 12 months that every month there will be an email to the student that is working with you to let them know that we are right now in the process we are working on it or maybe if you're not working on it what right now is happening on the other side we are waiting for the government to approve it to review it and you just give you just give the student more data about what's going on by that you reduce the student sending you emails about questions about the process and also is his value in your service and it will also refer you to more students that they will take your service whenever the process is done you will have probably another field somewhere here and the field will be a time of delivery or whatever data that you need to collect and then you will push the deal into delivery and this is when you know that the deal is done and the last point is about the no show whenever you have someone booking an appointment if the person shows up you will have a button show up if the person is late you will have a button name late and then whenever you click on it there will be an email being sent to this student advising him what is the zoom link or whatever system that you're running the the meeting on what is the link and if it wants you to wait for him and if there is a no-show there will be another button and clicking on the no-show will send an email for the student to re-book the appointment [Music]

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