Expert Session

Signeasy for Salesforce

Close deals faster, simplify sales workflows, and increase team productivity with Signeasy’s native eSignature solution for Salesforce.

Thursday, March 24, 2022
11:00 AM Central Time (US and Canada)

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Join us LIVE as we demonstrate how Signeasy for Salesforce can streamline your sales agreement signing processes natively on Salesforce and empower your team to build a predictable and shorter sales cycle.

Here is how Signeasy for Salesforce helps sales teams:

  • Increases productivity by automating repetitive administrative tasks and eliminating inaccuracies associated with manual data input.
  • Reduces time to revenue with 80% faster document turnaround and improves sales agreement acceptance rate.
  • Improves deal visibility, tracking and forecasting at every stage with usage reports that help predict average deal closure times, helping deliver insights to craft accurate sales models.
  • Provides insights to understand customer buying patterns by analyzing role-based signers as per ideal customer profiles.

In this session, our product experts will walk you through how to set up, and get started with Signeasy for Salesforce. We will share best practices and workflows that have worked wonders for other Signeasy users. You can also use the Q&A session to ask any use-case-specific questions and hear directly from our experts.

Key takeaways:

  • Prepare, send, and eSign all your contracts and agreements without leaving Salesforce.
  • Track your agreements in real-time, as they progress through various stages of the deal journey.
  • Eliminate manual errors by automatically merging saved data from Salesforce objects to your contracts, invoices, agreements, etc.
  • Replace existing slow agreement management processes to save time and effort.
  • Reduce document turnaround times with a native eSigning experience.

About the Speakers

Sameer Pant

Head of Global Sales, Signeasy

Vijaya Bhaskar Rao

Head- PM, Platform and Integrations, Signeasy