Get More Out of Salesforce with eSignature
Salesforce lies at the heart of many sales teams, yet to close a deal, sales reps often face manual processes like copy/pasting data in and out of different platforms to move a deal forward. Not only can this be error-prone, but it also leaves reps with less time to actually talk with customers.
With DocuSign eSignature for Salesforce, you can integrate the most important aspects of the selling processes directly into your CRM platform. Within this session, hear from one of our customers how having a connected sales process helps simplify sales workflows, provides visibility into agreement signing, and eliminates manual data entry errors.
We’ll demonstrate how to:
- Set-up a template to quickly pull in Opportunity and Account data
- Send an agreement via SMS to your customer in Sales Cloud
- Generate and send agreements in Slack for signing