DocuSign Expert | Templates, Integrations and Training
Joined April 2020
- Tweets 16
- Following 12
- Followers 3
- Likes 2
7 Photos and videos
17 Mar 2022
Want to make it dead simple to sign up new clients?
1. Integrate CRM with eSignature & payment gateway
2. Create a client onboarding questionnaire
#automation #crm #sales #customerexperience
solusign.com
1
14 Feb 2022
What’s the business version of the coronavirus?
Admin work
It spreads crazy fast, and infects all employees (even if they work from home) 😱
#sales #work #workfromhome #leadership #business #automation
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13 Feb 2022
If you’re in business and need clients to sign contracts you can use electronic signature to speed up the process.
But setting up electronic signature fields on each contract is time consuming…
It’s not time if you use a @DocuSign template!#Productivity
12 Feb 2022
I wish tools like electronic signatures and automation existed back then!
It’s now so easy to automatically collect payments at the time clients sign our contracts. Less friction, faster payment and ZERO admin!#docusign #automation #paperless #payments
11 Feb 2022
Quality of service or product is not enough to keep competition at bay.
Customers are more demanding than ever and most businesses (like Jeff’s) that refuse to take automation seriously will suffocate while others thrive through automation…#automation #paperless
10 Feb 2022
What actually happens when we don’t have time to do all our work… #automation #electronicsignature #process #savetime #work
9 Feb 2022
One of my favourite @DocuSign feature… how to ensure that clients only fill out what’s needed with conditional fields #docusign #Automation #paperless #Sales
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11 Nov 2021
Are you too slow to win business?
Recent surveys show that:
- 50% of sales go to the vendor who responds first
- 53% of sales departments say their quoting process is fully or partially manual
-21% of office workers’ time is spent on document related…lnkd.in/dYCfEUQQ
10 Nov 2021
A little less than two years ago, I started my business.
One of the things that I was struggling with was communicating the ROI of the time savings for my clients.
I thought selling 'efficiency' was hard because it's hard to measure (unlike the number…lnkd.in/guHAAtie