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Sales Automation Tools and The Need For Speed → Mar 22nd 2010

You are ready to get the deal signed. You've studied their hot-button issues, understand their needs and know you have a solution that is better than your competitors and you've stayed up late customizing your contract for them. You've faithfully attended to their entry in your CRM, followed up with each conversation and now you are ready to close the deal. Nothing is going to stop you from closing. You are primed and ready...

Nothing except the mailman, or the fax machine, or phoning to follow up on a signature 3 days later (again), or spending the week wondering if your very important potential client has even looked at your carefully crafted contract.

Does this describe your closing process?

These barriers to getting deals closed are a common occurrence. They are real problems you and I and everyone else who manages contracts faces.

We want the signature to be painless, a mere act of due process, yet it continues to stagnate the flow. It is slow for you and slow for your clients. The terms have been decided; the workers are poised to deliver; yet everyone has to wait for the contract.

How Do I Close Faster?

Closing the deal is a matter of process. The “selling” is already done. This is where our Electronic Signature Service shines. We understand that the signature should be easy, and we have tried to develop around this principle. With Datawitness you can upload your contract, send it to your client, and have them sign, and move on to the next stage of your new business relationship in this time it takes you to read this article.. SignOff™ is an Electronic Signature Service designed for this moment.

Won’t my clients be offended that I didn’t send them paper?

Your clients will appreciate the expediency of electronic contract execution. Ours do. Nobody likes to feel apprehension just before getting into business with you. A stack of paper does this all too often.

An email, a link to a webpage, a quick download of a pdf, and a “Accept” button are much easier on the nerves.

Tracking the Contract

Silience can be deafening - especially when you have sent your potential client a contract to sign. How long should you wait before you send them a friendly reminder that you are waiting for the signed contract to be returned? What if they have not even signed it yet? What if they have not even viewed the contract? All of these quandries can be fustrating yet indicative of how you should follow-up with your client. SignOff™ answers these questions and leads you out of the darkness.

Signoff™

SignOff™ by Datawitness will allow you to track when your clients receive your contracts, when they open it, when they download the attachments, how many times they have viewed it and when they signed it.

The Solution to Signing Contracts Online

SignOff™ will give you the ability to peek into the activities of your client so that you can make an informed decision on how to induce them to take the final step and “execute” the contract. Once they do - SignOff™ gives you the ability to track and record this solemn event that consummates the contract.


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We are going to use this for our contracts this year. It will be great not to have the printing problems and mail out expense/hassle like last year. Thank again.

Dawn

British Columbia College of Equine Therapy

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Quick Fact

Estimates of the cost of time spent to find misplaced documents range between $75 and $120!

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Sales Automation Tools and The Need For Speed - You are ready to get the deal signed. You've studied their hot-button issues, understand their needs and know you have a solution that is better than your competitors and you've stayed up late customizing your contract for them. You've faithfully attended to their entry in your CRM, followed up with each conversation and now you are ready to close the deal. Nothing is going to stop you from closing. You are primed and ready...

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