Is your business one of the many that are taking full advantage of Salesforce and electronic signatures? If not, then this article is for you. You’ll discover 5 challenges met by business who have not adopted e-signature technology and how the Salesforce e-signature negates these challenges with the e-signature.
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What is Salesforce?
Salesforce has been around for two decades now and is a cloud-based CRM system designed to arm you with an array of tools to make your life as a business owner much easier. Along with e-signature technology, the CRM includes analytics, marketing automation and a series of enterprise applications.
#1 – Non-Disclosure Agreements (NDA)
When businesses work with third parties or outsource some of the workloads, it’s very common practice to send that person a non-disclosure agreement to sign. This helps to protect the integrity of your business, your clients and sensitive information.
Rather than having to put together a paper version and post it out, NDAs can be formed electronically and, with esign for salesforce, be signed, returned and easily audited by your staff. The process means everything is traceable, legal and far more secure. Add to that the overall speed of the process, you’ll soon realise it’s the very best way of having NDAs signed.
#2 – Have Those Sales Contracts Signed Immediately
There’s nothing worse in business than thinking you’ve closed a big sale, only to have the client go cold because the finalisation of the process took too long. In the modern-day of electronic documents, allowing customers the ability to sign immediately with an electronic signature really helps turn those hot leads into a signed, sealed and delivered a sale. Not only does this make things far quicker and easier for the customer, keeping track of those sales contracts using Salesforce is a breeze for you and your staff.
No more hardcopy documents being sent back and forth, no printing of PDFs and signing with a pen, no organising and collating of printed documents back in your office. Everything can be done electronically, signed electronically, tracked electronically and organised electronically. It doesn’t matter whether your business is large or small, Salesforce e-Sign will prove to be one of the best online tools you’ve ever signed up for.
#3 – Take Control of Those Legal Documents
Along with the signing of NDAs, chances are your enterprise also has a stack of other legal documents that need to be signed from time to time. Not only signed, but tracked and stored, and that’s another key area where Salesforce e-Sign really becomes your company’s best friend. Both you and your staff will love the ease and simplicity of being able to keep track of all that legal data and documentation at the click of a mouse.
Legal documents could relate to your:
- Law firm
- Telecommunications companies
- Utilities
- Client/customer contracts
- Outsourcing contracts
- Non-disclosure agreements
- Financial institutions
- Taxation
- And much more…
#4 – Customers Want Action NOW!
Due to the internet and so many things now happening in real-time, we find ourselves embroiled in a very impatient world. These days everyone expects instant results, and that filters on through to businesses as well. Let’s say you’re an eCommerce business selling physical products. If someone has an issue with something they purchased, they’ll want that issue rectified ASAP. Chances are if you don’t move quickly, next thing you know they’ll be talking negatively about your company over numerous social media channels.
The same goes for everything else related to your business, whether it’s contracts that customers need to sign, questions answered electronic transactions and so on. You need traceable electronic documents that can also be signed electronically to speed up the processes of every facet of your business, and Salesforce can sure help with that.
#5 – Securing Customer Relationships
Once again, if people want to join your company in one form or another, they’ve been conditioned to expect instant results. If they need to sign some documentation to become a member, purchase an item or receive some promised giveaway, they want to be able to do so instantly and on the spot. Salesforce e-Sign capabilities make this possible, so you have every chance of keeping your prospective customers happy and continue doing business with you.
