Boost your efficiency with the sales activity planner

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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 activity planner.
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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 activity planner later when your internet connection is restored.
Integrate eSignatures into your business apps
Incorporate airSlate SignNow into your business applications to quickly sales activity planner without switching between windows and tabs. Benefit from airSlate SignNow integrations to save time and effort while eSigning forms in just a few clicks.
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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.
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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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Your step-by-step guide — sales activity planner

Access helpful tips and quick steps covering a variety of airSlate SignNow’s most popular features.

Using the sales activity planner with airSlate SignNow

  1. Open your browser and navigate to the airSlate SignNow homepage.
  2. Create a free account or log into your existing account.
  3. Select a document that needs signing or sharing and upload it.
  4. If you plan to use the document again, create a template from it for future use.
  5. Access your document to make any necessary modifications, such as adding fillable fields.
  6. Add your signature and designate signature fields for your recipients.
  7. Click 'Continue' to configure and dispatch the eSignature invitation.

airSlate SignNow offers a cost-effective, user-friendly solution empowering businesses to efficiently send and eSign necessary documents. Its rich feature set provides excellent value for your investment, ensuring that even small and mid-sized businesses can benefit from its capabilities.

With straightforward pricing that eliminates hidden fees and round-the-clock support included in its paid plans, airSlate SignNow is your partner in achieving seamless document workflows. Start optimizing your sales activities today!

How it works

Create your document
Plan your sales activity
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airSlate SignNow features that users love

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Assign roles to signers
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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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What active users are saying — sales activity planner

Get access to airSlate SignNow’s reviews, our customers’ advice, and their stories. Hear from real users and what they say about features for generating and signing docs.

Easy Signatures = So Many Winners!
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Olivia Capizzi

We use airSlate SignNow to collect consent documents for surgical patients. It creates a HIPAA compliant way to be paperless in this day and age. We switched from printing paper consents to this method about 1 year ago and will never go back. It enables us to upload their consent forms directly into their medical chart and it allows them to receive a signed copy as well that can be viewed on their phone, tablet, or computer.

airSlate SignNow is well suited for a cosmetic surgery practice with a small number of doctors, as it is easily managed by an individual. It would be less appropriate in a hospital, or doctor's office that has multiple physicians as things can become lost in the fold so to speak. It is great for a healthcare practice where patients have time to read through their forms AT HOME. This is likely a nuance that not many practices experience but if so, this is a great way to reduce clutter and paperwork and simplify the experience for patients.

I only used airSlate SignNow support when setting up. I uploaded a bunch of documents in the wrong place and needed assistance in moving them. Unfortunately they were not able to move the documents and I needed to upload into a different place. This is where I feel the system itself could benefit from some flexibility for their customers.

If anyone has ever used an online signature platform, they will understand how to use this from the customer-facing area. In terms of setup and execution, it is a lengthy process but once done a few times is easy to execute. I also think that our documents are a little bit more lengthy, and thus, require some additional time just in the volume of pages.

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Frequently asked questions

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What is a sales activity planner?

A sales activity planner is a strategic tool designed to help sales professionals organize and optimize their daily tasks and sales processes. It enables users to track appointments, manage leads, and set reminders for follow-ups, all aimed at increasing sales productivity and efficiency.

How can a sales activity planner benefit my team?

Implementing a sales activity planner can significantly enhance your team's performance by fostering better organization and time management. It helps teams prioritize their activities, track progress against sales goals, and ultimately increase conversion rates through focused efforts.

What features should I look for in a sales activity planner?

When selecting a sales activity planner, look for features such as lead tracking, calendar integration, and task management. Additionally, tools that offer reporting capabilities and mobile access can greatly enhance your sales strategy and keep your team aligned.

Is the sales activity planner integrated with other tools?

Yes, many sales activity planners, including airSlate SignNow, offer integrations with CRM systems, email platforms, and productivity tools. These integrations streamline your workflow, ensuring that all your sales activities are connected and easily manageable from one central location.

What is the pricing structure for a sales activity planner?

The pricing for a sales activity planner like airSlate SignNow typically varies based on features and the number of users. Many providers offer tiered pricing plans, allowing businesses to choose the best fit according to their size and needs, often with a free trial to explore features before committing.

Can a sales activity planner help with lead generation?

Absolutely! A sales activity planner assists with lead generation by enabling sales reps to systematically track potential customers and plan outreach strategies. With tools for organizing leads, setting reminders, and automating follow-ups, your team can effectively nurture leads and convert them into sales.

How does a sales activity planner improve sales productivity?

By using a sales activity planner, sales professionals can prioritize tasks, schedule meetings, and monitor their performance in real-time. This structured approach minimizes distractions and helps sales teams focus on high-value activities, significantly boosting overall productivity.

Is a sales activity planner suitable for small businesses?

Yes, a sales activity planner is especially beneficial for small businesses looking to streamline their sales processes. It provides an affordable solution to manage sales activities efficiently, ensuring that small teams can maximize their impact without the need for extensive resources.
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