If you’re still signing documents the old fashioned way--printing and scanning important documents back and forth, you’re wasting valuable time that could otherwise be spent generating more revenue for your business. How is this so?
When you spend time completing administrative tasks that could have been solved with just a couple of clicks in an intuitive and automated solution, I guarantee you’re losing time. In the same amount of time you spent printing, signing those documents by hand, scanning them to your computer and attaching the scanned document to an email to send out, you could’ve sent out a multitude of contracts securely and electronically to close more opportunities for your business; ultimately contributing to your bottom line.
What’s more, if you’re utilizing Salesforce to scale your organization, you’re missing out on a huge opportunity for more automation and increased team efficiency that is available to you with a Salesforce eSignature platform. To increase your team’s scalability, you need an electronic signature solution that was designed with ease of use in mind and transparent insight into your critical contracts, all in your trusted Salesforce instance.
HelloSign: The Ultimate Salesforce eSignature Solution
What makes HelloSign the ultimate eSignature platform for Salesforce?
User friendly.
There are enough overly convoluted systems out there many of us have to navigate everyday at our jobs. Take a break from softwares with confusing user interfaces and experience HelloSign’s simple and straightforward environment. HelloSign’s interface is so easy to use, it actually makes sending out documents and creating templates an enjoyable experience!
Native Integration.
The Salesforce integration with HelloSign is nearly effortless. All you need to do is get in touch with the HelloSign team to switch on the Salesforce integration and you will be connected without having to jump through all the hoops that come with trying to create third-party integrations. Getting your eSignature solution and your Salesforce instance aligned truly becomes as easy as flipping a switch of a button.
Document Status in Salesforce.
Due to HelloSign’s powerful and fully native integration, you can easily view HelloSign documents right inside your Salesforce instance. Whether a document is waiting for signature or is complete, HelloSign helps you stay focused in your CRM because you never have to leave Salesforce, allowing you stay on track working on your current tasks.
Killer Automation.
If there were only one word to describe HelloSign, it’s efficient. The HelloSign to Salesforce integration gives you the ability to automate processes even with your electronic documents by automatically updating records inside Salesforce contingent on the status of your documents. For example, when a document changes from pending to complete, based on your team’s custom automation, your necessary next action items upon signature are already happening; giving you full confidence that your next steps are taken care of for you.
Template Creation in Salesforce.
HelloSign is the only Salesforce eSignature solution that gives users the ability to create templates inside of Salesforce. Other Salesforce eSignature platforms still require that you leave Salesforce and open the software solution and create the templates in there. With HelloSign, you still can remain right inside of Salesforce and stay concentrated on creating your templates, keeping your work in one centralized place.
HelloSign is an easy choice when looking for eSignature solutions, especially when your CRM is Salesforce. After evaluating a number of Salesforce eSignature platforms we are proud to be a trusted partner of HelloSign. Additionally, we can connect you with the team at HelloSign to get your eSignature solution needs met quickly and efficiently and assist with creating your dream automation configurations for all your important documents. If you’re ready to automate your electronic signature solution and transform your team’s productivity, contact our team and we will help you navigate the process and ensure your team’s challenges are met head on.
