Vivial implementiert eSignature-Lösung 2X schneller mit Dropbox Sign für Salesforce
Vivial ist ein führender Anbieter von lokalen Such- und Marketinglösungen, der für seine Werbekunden Leads generiert und es den Verbrauchern ermöglicht, die von ihnen benötigten Produkte und Dienstleistungen effizient zu finden. Derzeit unterhält das Unternehmen über 500 strategische Partnerschaften und bedient mehr als 1000 Märkte in den USA und international.
Dropbox Forms wird nicht mehr unterstützt
Das Vivial-Vertriebsteam nutzt elektronische Signaturen als entscheidenden Bestandteil seines Vertriebsprozesses und benötigte eine neue Lösung, die den Benutzer-Support und die Benutzerfreundlichkeit bieten konnte, die das Team forderte. Bei der Auswahl einer eSignature-Lösung waren die wichtigsten Punkte für das Team folgende:
- Eine Lösung, die sowohl mit Salesforce als auch mit Oracle CPQ verbunden ist
- Die Möglichkeit, Vereinbarungen zur Unterschrift zu senden, ohne Salesforce zu verlassen
- Eine intuitive und unkomplizierte Implementierung mit geringer Komplexität
- Minimale Unterbrechung für die derzeitigen Benutzer elektronischer Signaturen
After evaluating a number of providers, Dropbox Sign quickly rose to the top as the vendor to provide Vivial and their sales reps a solution that was ultimately smarter and faster.
Wie die meisten zukunftsorientierten Technologieunternehmen investiert Vivial in Technologien, die die Arbeitsabläufe des internen Teams nahtlos, effizient und unkompliziert machen. Dies gilt insbesondere für das Vertriebsteam, das direkt für die Akquise neuer Unternehmen und die Betreuung der Kunden verantwortlich ist. Kein Vertriebsteam möchte sich mit den ineffizienten manuellen Prozessen zum Unterzeichnen, Scannen und Faxen von Dokumenten an Kunden befassen. Mit diesem Wissen machten sich Director of Salesforce Automation von Vivial, Shelley Glueckert, und ihr Team auf die Suche nach einer Lösung für elektronische Signaturen. Zunächst wählte das Unternehmen einen bestehenden Anbieter elektronischer Signaturen aus und implementierte ihn in seine Salesforce-Instanz. Diese Lösung funktionierte zwar, aber es fehlten der erwartete Benutzersupport und die Benutzerfreundlichkeit, was sie dazu veranlasste, erneut nach einer Lösung für elektronische Signaturen zu suchen.
"The changeover to HelloSign [now Dropbox Sign] was seamless. Our hundreds of users didn’t even notice the transition and we’ve had minimal support requests compared to the previous application."
Unübertroffener Support auf Concierge-Niveau
During their search for a better eSignature solution, Vivial’s team came across Dropbox Sign and were quickly impressed by the level of customer support they received, even before they became official customers. They were blown away not just by the immediate responses from the support team, but the eagerness to help find a solution when issues arose during implementation. This level of attention was a major factor in selecting Dropbox Sign as their new eSignature vendor.
Blitzschnelle Implementierung ohne Code
The Dropbox Sign implementation was extremely straightforward and intuitive compared to what Vivial’s Salesforce Administration team had experienced before with the previous eSignature integration. If questions arose or additional support was required, a live agent was always ready to respond and help at no extra cost. “Everything we did was intuitive and straightforward, and if there was anything a little bit murky someone was always ready to immediately answer our questions or find out for us. This was the exact opposite of what we received from the legacy vendor,” said Eric Pohlabel, Vivial’s Sr. Salesforce Certified Advanced Administrator.
Refreshed with the amount of dedication and 1:1 customer support they were receiving from Dropbox Sign during the selection process, Vivial decided to move forward and implement Dropbox Sign, introducing the transition to their hundreds of users.
It’s not easy to replace an existing workflow and integration with a new one, but when implementing Dropbox Sign into Vivial’s Salesforce application, Eric quickly noticed making customizations and automations was much easier than he expected. According to Eric, who has been a Salesforce administrator for over a decade, he was impressed by how intuitive creating custom buttons, tagging documents, and finding files was. Best of all—it could all be done without writing one line of code.
“What was refreshing about the implementation with HelloSign [now Dropbox Sign] is that it was all intuitive from a Salesforce perspective, which is what I know,” said Eric. “Implementation was 2X faster than our previous application. It was night and day in terms of how quickly we were up and running.”
Even if executed correctly, any large-scale technology change can frustrate users and impact critical metrics for a company. With Dropbox Sign's intuitive implementation and seamless integration, the hundreds of sales reps experienced zero issues and transitioned over effortlessly. As soon as Dropbox Sign was implemented, the sales team was successfully using it to send and sign agreements. This was a huge win for all parties involved, especially Shelley and Eric who strive to help their sales team do their job as best they can. “The changeover to HelloSign [now Dropbox Sign] was seamless. Our hundreds of users didn’t even notice the transition and we’ve had minimal support requests compared to our previous application,” concluded Shelley.
Was plant Vivial als Nächstes?
Since integrating with Dropbox Sign, Vivial has continued to leverage technology to build a seamless and effortless workflow for their sales team. As Vivial continues to add new capabilities to support their customers, they are confident that Dropbox Sign's product and support teams will always have their back.
Interested in Enjoying Results Like Vivial? Ask Us About Dropbox Sign for Salesforce!
Dropbox Sign for Salesforce is an easy-to-implement and use eSignature solution for Salesforce. Admins can get their teams up and running in an afternoon. We’ve created a completely embedded Salesforce experience so your team won’t have to toggle between your CRM and eSignature solution to do things like manage templates. The overall signing experience is simple and intuitive - giving your users and signers a great experience. Dropbox Sign for Salesforce provides transparent pricing and is a great cost-efficient eSignature solution. Contact our sales team today to get started with Dropbox Sign for Salesforce.
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