How to optimize the sales process with electronic signature integration in CRM
Posted: Tue Jan 21, 2025 3:31 am
No matter what type of service your company provides, one thing is certain: you will need a signature to formalize the closing of a deal and manage these documents . And this is the stage where many sales departments get confused. Getting the signatures of those involved to pass the baton seems like a more laborious task than the negotiation itself.
The fact is that closing the deal is the highest point of contact between the salesperson and the customer, but the routine of checking and collecting signatures can take a long time and, worse, jeopardize the sales team's goals. Luckily, electronic signatures have brought agility to the sales process .
Do you know what electronic signatures can do for your sales department? Then keep reading and we’ll explain and show you how Bitrix24 users can boost contract closing with the use of an integration!
What is (and how to make) an electronic signature?
An electronic signature is nothing more than a digital way of authenticating a document. This can be done in several ways: digital signature, IP recognition, Tolken, biometrics, etc. It has the same legal validity as a manual signature and 2020 showed that this is a technology that is here to stay.
Market assessments reveal that the use of electronic signatures has doubled since the start of the novel coronavirus pandemic. The most obvious benefit is the streamlining of the contract signing process. And the results are obvious:
ease of sending a document to multiple signatories regardless of where they are;
increase in the productivity of the sales team and
dedication to new negotiations.
To implement electronic signatures in your business process, you must first choose egypt telemarketing data a digital signature platform . There are several on the market, such as Clicksign , DocuSign and D4Sign . They are responsible for enabling the online signature process, in addition to certifying the authenticity of the signed documents.
Evaluate the platform and package that best suits your company’s needs and make this investment!
Add automation to e-signature
Even if you implement electronic signatures in your sales process, you may encounter some bottlenecks. After all, the salesperson still needs to check their email inbox and, when necessary, ask for a response from the signatories.
Knowing the importance of integration to increase sales performance , BR24 created an application that optimizes this stage of the sales process for Bitrix24 users. eSignature enhances the signing of digital documents because:
is associated with the customer's history: everything is saved in the cloud;
it is done without opening any additional tabs: everything within Bitrix24.CRM ;
can be included in the sales automation process and
notifies signatories and seller about pending signatures.
With these features, you can increase the productivity and results of your sales team, which will be focused on new negotiations. Thus, once all signatories have signed the document, the CRM notifies the salesperson to finalize the closing and begin the handover to the technical and financial teams.
Our CEO, Filipe Bento, explained a little more about the advantages of eSignature for companies. Watch:
How eSignature + Bitrix24.CRM works
Check out how to use eSignature in your sales process in Bitrix24 CRM.
You can submit your documents in two ways:
The first is through a document previously created within the CRM and uploading the document for signature in the app:
The second way is by uploading a file within the app. After uploading the document, simply follow the step-by-step instructions that will appear on your screen, sign your document and send it to the signatories.
The fact is that closing the deal is the highest point of contact between the salesperson and the customer, but the routine of checking and collecting signatures can take a long time and, worse, jeopardize the sales team's goals. Luckily, electronic signatures have brought agility to the sales process .
Do you know what electronic signatures can do for your sales department? Then keep reading and we’ll explain and show you how Bitrix24 users can boost contract closing with the use of an integration!
What is (and how to make) an electronic signature?
An electronic signature is nothing more than a digital way of authenticating a document. This can be done in several ways: digital signature, IP recognition, Tolken, biometrics, etc. It has the same legal validity as a manual signature and 2020 showed that this is a technology that is here to stay.
Market assessments reveal that the use of electronic signatures has doubled since the start of the novel coronavirus pandemic. The most obvious benefit is the streamlining of the contract signing process. And the results are obvious:
ease of sending a document to multiple signatories regardless of where they are;
increase in the productivity of the sales team and
dedication to new negotiations.
To implement electronic signatures in your business process, you must first choose egypt telemarketing data a digital signature platform . There are several on the market, such as Clicksign , DocuSign and D4Sign . They are responsible for enabling the online signature process, in addition to certifying the authenticity of the signed documents.
Evaluate the platform and package that best suits your company’s needs and make this investment!
Add automation to e-signature
Even if you implement electronic signatures in your sales process, you may encounter some bottlenecks. After all, the salesperson still needs to check their email inbox and, when necessary, ask for a response from the signatories.
Knowing the importance of integration to increase sales performance , BR24 created an application that optimizes this stage of the sales process for Bitrix24 users. eSignature enhances the signing of digital documents because:
is associated with the customer's history: everything is saved in the cloud;
it is done without opening any additional tabs: everything within Bitrix24.CRM ;
can be included in the sales automation process and
notifies signatories and seller about pending signatures.
With these features, you can increase the productivity and results of your sales team, which will be focused on new negotiations. Thus, once all signatories have signed the document, the CRM notifies the salesperson to finalize the closing and begin the handover to the technical and financial teams.
Our CEO, Filipe Bento, explained a little more about the advantages of eSignature for companies. Watch:
How eSignature + Bitrix24.CRM works
Check out how to use eSignature in your sales process in Bitrix24 CRM.
You can submit your documents in two ways:
The first is through a document previously created within the CRM and uploading the document for signature in the app:
The second way is by uploading a file within the app. After uploading the document, simply follow the step-by-step instructions that will appear on your screen, sign your document and send it to the signatories.