Challenges That Can Be Solved With Salesforce E-Signatures – Guide
In the digital age, where most things are digital or moving to digital, service is as fast as sending an email. Then the digital signature on each of the documents. In addition, it also saves a natural resource, the tree. As everything has moved to a digital platform, no one wants to go through the hassle of printing, signing, scanning and uploading the document. If you are part of a sales or operations team or hold an executive role, you must face the above issues. The advent of document management and digital signatures has made the work easier and freer up plenty of time for other activities important to other users like you. Electronic signatures replace written signatures. Not only do they save time and money, they also generate less waste and are traceable, time-stamped, more secure, and legally equivalent to written signatures. A company and its customers have a global presence. These customers create thousands of documents, cases, requests, and opportunities every day that require customer contracts and electronic signatures.
Challenges That Can Be Solved With Salesforce E-Signatures
sales contracts
With a native option of Salesforce eSign, sales reps can easily process all relevant documents and contracts associated with each sale. And because documents are processed electronically, it only takes minutes to complete the transaction, rather than waiting days and weeks for paper documents to be sent and received. Clearly, sales contracts are a common use case for Salesforce eSign, as they are the most valuable document for a company and the most frequently signed item. For businesses large and small, sales contracts are business-critical activities and their Salesforce eSign solutions help ease the contract signing process. In addition, global companies now require the exchange of documents and sales contracts remotely and digitally/electronically. One industry where eSign processes are particularly popular is consumer and auto loans, where disclosures, signatures and contracts are key transaction documents. Using a Salesforce-integrated eSign solution, employees can seamlessly integrate customer data to complete sales processes. They also manage electronic signature requests, view progress, and complete related documentation from their central Salesforce interface. Salesforce e-Signature integrations, like this next-gen solution from Lightico, ensure that all sales-related activities are covered in a single interaction – not just digital signatures. These components often include complete sales cycle events such as filling out forms, previewing products, collecting documents, processing payments, and verifying ID.
Customer forms and integration
For many companies, the formal customer relationship begins with the signing of a contract, agreement, or other document. O conclusion of an agreement depends on the consent and signature of the customer. However, if the documents are not immediately available, there is a risk that the agreement will not be finalized. Too often, business is delayed or lost because outdated onboarding processes that rely on paperwork or email aren’t effective.
Service requests
Today’s customers expect problems to be resolved immediately. In an age where customers can tweet, post and chat with the world, expecting documents to be mailed or emailed seems old-fashioned. When customers make purchases, make changes or have questions, they are eager to eliminate any bureaucratic elements that could delay the completion of their transaction. And they expect transactions to be digital, not slow, error-prone paper processes. Fortunately, businesses are moving to digital exchanges and electronic signatures are quickly becoming the standard for these transactions. When it comes to documentation, customers want quick access to their documents so they can fill out forms, review applications, and sign electronically to be on their way. They don’t like having to dig through email to find what they need to complete a transaction. They hope not, they demand electronic delivery with digitized, mobilized and easy-to-fill forms, including collected documents and the ability to digitally sign in a single interaction. And with the explosion of cell phones, customers expect these features from your cell phones also. It is critical that customers can easily manage all documentation in real-time on the first call, even if they are using mobile phone. Adding Salesforce e-signature capabilities to change documentation helps the company avoid costly delays and cycle times. It ensures that customer requests are clear and signed so that there are no disputes. For example, this is especially true for companies that manufacture custom products, make special changes, or have special compliance requirements that the customer approves before the change order is completed to ensure they have sufficient knowledge and accept the service request.
Non-disclosure agreements
In many companies, it is common to enter into confidentiality agreements to protect yourself when using external resources. The traditional method of creating a nondisclosure agreement with pen and paper is cumbersome and presents many legal problems. With electronic signatures through Salesforce, organizations can have a fully compliant audit trail to ensure that each nondisclosure agreement is completed in a timely and verifiable manner. This process makes it much easier and legally safer.
Industry-specific transactions
There are some industries that are more inclined to use eSign due to the nature of the business and the documents required. These companies often juggle the heavy burden of compliance and regulation and the competitive pressure to provide a seamless customer experience. Salesforce electronic signatures can reduce these conflicting goals. Industries that struggle with these regulatory requirements and rely on electronic signatures often include legal, insurance, finance, and telecommunications.
Final note
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