Vivial implementa la firma electrónica el doble de rápido con Dropbox Sign para Salesforce
Vivial es un proveedor líder de soluciones de marketing y búsqueda local que genera clientes potenciales para sus clientes del mundo de la publicidad y permite a los consumidores encontrar de manera eficiente los productos y servicios que necesitan. Actualmente, tienen más de 500 relaciones estratégicas con socios y operan en más de 1000 mercados en los EE. UU. y en otros países.
Ya no prestamos asistencia al producto Dropbox Forms
Resultados
Rapidez más que duplicada
Es más rápido de implementar que el proveedor heredado
Disponible en más de 1000 mercados con un conjunto de herramientas de marketing que aportan soluciones a sectores de todo el mundo
Perfil de la empresa
El equipo de ventas de Vivial confía en las firmas electrónicas como parte fundamental de su proceso de ventas, y necesitaba una nueva solución que pudiera proporcionar la asistencia al usuario y la facilidad de uso que el equipo requería. Para el equipo, esto es lo más importante que debía ofrecer una solución de firma electrónica:
- Conexión tanto a la CPQ de Oracle como a la de Salesforce
- Posibilidad de enviar acuerdos para su firma sin salir de Salesforce
- Implementación intuitiva y sencilla con un bajo nivel de complejidad
- Interrupción mínima para los usuarios actuales de la firma electrónica
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.
Como la mayoría de las empresas tecnológicas con visión de futuro, Vivial invierte en tecnología para que los flujos de trabajo de su equipo interno sean fluidos, eficientes y sencillos. Esto se aplica especialmente su equipo de ventas, que es el responsable directo de encontrar nuevos negocios y ofrecer asistencia a los clientes. Ningún equipo de ventas quiere lidiar con los ineficientes procesos manuales de firma, escaneo y envío de documentos por fax a los clientes. Con esto en mente, Shelley Glueckert, directora de la automatización de Salesforce en Vivial, y su equipo buscaron una solución de firma electrónica. Inicialmente, seleccionaron un proveedor de firma electrónica heredado y lo implementaron en su instancia de Salesforce. Aunque esta solución funcionaba, no ofrecía la asistencia al usuario y la facilidad de uso que esperaban, por lo que tuvieron que reiniciar la búsqueda.
"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."
Asistencia de una calidad sin igual
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.
Implementación rapidísima y sin programación
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.
¿Cuáles son los siguientes pasos de Vivial?
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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