Optimize your sales process automation with airSlate SignNow
See how it works!Click here to sign a sample doc
airSlate SignNow solutions for better efficiency
Keep contracts protected
Enhance your document security and keep contracts safe from unauthorized access with dual-factor authentication options. Ask your recipients to prove their identity before opening a contract to sales process automation.
Stay mobile while eSigning
Install the airSlate SignNow app on your iOS or Android device and close deals from anywhere, 24/7. Work with forms and contracts even offline and sales process automation later when your internet connection is restored.
Integrate eSignatures into your business apps
Incorporate airSlate SignNow into your business applications to quickly sales process automation without switching between windows and tabs. Benefit from airSlate SignNow integrations to save time and effort while eSigning forms in just a few clicks.
Generate fillable forms with smart fields
Update any document with fillable fields, make them required or optional, or add conditions for them to appear. Make sure signers complete your form correctly by assigning roles to fields.
Close deals and get paid promptly
Collect documents from clients and partners in minutes instead of weeks. Ask your signers to sales process automation and include a charge request field to your sample to automatically collect payments during the contract signing.
Collect signatures
24x
faster
Reduce costs by
$30
per document
Save up to
40h
per employee / month
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Why choose airSlate SignNow
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Free 7-day trial. Choose the plan you need and try it risk-free.
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Honest pricing for full-featured plans. airSlate SignNow offers subscription plans with no overages or hidden fees at renewal.
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Enterprise-grade security. airSlate SignNow helps you comply with global security standards.
Your step-by-step guide — sales process automation
Sales process automation with airSlate SignNow
- Open your browser and navigate to the airSlate SignNow website.
- Register for a free trial or log in to your existing account.
- Select and upload the document you wish to have signed or that you will send for signatures.
- If you anticipate reusing the document, convert it into a template for future use.
- Access the uploaded file and make necessary edits by adding fillable fields or inserting key information.
- Complete your document by placing signature fields for intended signers.
- Click on 'Continue' to configure and dispatch an eSignature invitation.
By following these steps, you will effectively harness the advantages of airSlate SignNow. Its outstanding features provide an excellent return on investment, helping businesses maximize value without breaking the bank.
Moreover, with straightforward usability and scalability tailored for small to mid-sized companies, airSlate SignNow is a smart choice. Enjoy transparent pricing with no surprise fees, combined with comprehensive 24/7 support for all paid plans. Start simplifying your document signing process today!
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Upload and prepare documents
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FAQs
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What are the 7 steps of sales process?
The 7 steps of a sales cycle are: prospecting, making contact, qualifying your prospects, nurturing your prospect, presenting your offer, overcoming objections, and finally closing the sale. -
What is the difference between CRM and sales?
A narrow line separates sales management from customer relationship management (CRM). The primary focus of sales management is on sales, whereas CRM encompasses a wider range of topics, including marketing campaigns, sales operational management, and analytics. -
What is the difference between CRM and automation?
A CRM helps store, enrich, and analyze customer and lead data, while marketing automation tools help automate various marketing tasks. Both are helpful for your business, but they serve very different purposes. -
What is the difference between CRM and sales automation?
For a digital marketing agency, CRM would enable tracking of client preferences, managing marketing campaigns, and measuring the effectiveness of different marketing channels. Sales Automation tools would automate the lead generation process, track prospect interactions, and facilitate conversion of leads into clients. -
What is an example of process automation?
Common processes to be automated include invoicing, sales orders, accounting reconciliation, data entry, system queries, payroll, employee or vendor on-boarding, or staff terminations. A typical example of when process automation could be hugely beneficial is in a service company. -
What is sales process automation?
Sales automation is software functionality that automates the repetitive tasks that are key to building simple and profitable customer journeys. It's often included as a feature of CRM software , lead generation software , and email marketing software. -
What is sales automation in CRM?
Sales automation is software functionality that automates the repetitive tasks that are key to building simple and profitable customer journeys. It's often included as a feature of CRM software , lead generation software , and email marketing software. -
What is the difference between CRM and Sales Force Automation?
To summarize, CRM is client retention and satisfaction software, whereas SFA is client acquisition software. CRM solutions, on the other hand, are usually all-in-one solutions, with capabilities like SFA, integrations, and marketing automation.
What active users are saying — sales process automation
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Frequently asked questions
What is sales process automation and how does airSlate SignNow facilitate it?
Sales process automation refers to the use of technology to streamline and enhance the sales process, making it more efficient. airSlate SignNow empowers businesses by providing tools to automate document workflows, allowing for faster approvals and eSignatures, significantly improving the overall sales process.
What features of airSlate SignNow support sales process automation?
airSlate SignNow includes several features that drive sales process automation, such as automated document generation, customizable templates, and real-time tracking of document status. These tools help eliminate manual tasks, allowing teams to focus on selling rather than paperwork.
How can airSlate SignNow improve my team's efficiency in sales process automation?
By implementing airSlate SignNow, your team can experience reduced turnaround times for contract approvals and smooth document management. This level of sales process automation enables your staff to close deals faster and allocate more time to customer engagement and sales strategies.
Are there any integration options available for airSlate SignNow to enhance sales process automation?
Yes, airSlate SignNow seamlessly integrates with various CRM systems, such as Salesforce and HubSpot, which greatly enhances sales process automation. These integrations ensure that all your sales data, documents, and workflows are synchronized, providing a cohesive sales experience.
What pricing plans does airSlate SignNow offer to businesses looking for sales process automation?
airSlate SignNow provides flexible pricing plans tailored to meet the needs of different business sizes. Depending on the level of features required for sales process automation, you can choose from basic to premium plans that fit your budget while ensuring maximum efficiency.
Can I customize documents for my sales process automation needs with airSlate SignNow?
Absolutely! airSlate SignNow allows you to customize templates for documents used in your sales process automation. This means you can create personalized contracts and agreements that resonate with your brand and customer expectations.
What benefits can businesses expect from using airSlate SignNow for sales process automation?
Businesses can expect numerous benefits by using airSlate SignNow for sales process automation, including faster deal closures, reduced administrative burdens, and improved accuracy in document handling. These advantages ultimately lead to increased customer satisfaction and improved revenue generation.
How does airSlate SignNow ensure the security of documents in the sales process automation?
airSlate SignNow prioritizes document security by implementing industry-standard encryption and compliance with regulations like GDPR. This ensures that your sensitive sales documents remain safe and secure throughout the entire sales process automation cycle.