Vivial réduit de moitié le délai d’implémentation de la signature électronique avec Dropbox Sign pour Salesforce
Vivial est l’un des principaux fournisseurs de solutions de recherche et de marketing locales. Le groupe génère des leads pour ses clients du secteur de la publicité et permet aux consommateurs de trouver facilement les produits et services dont ils ont besoin. Il compte actuellement plus de 500 partenaires stratégiques et est présent sur plus de 1 000 marchés aux États-Unis et dans le monde.
Nous ne prenons plus en charge le produit Dropbox Forms
Résultats
Plus de 2 fois
Implémentation plus de deux fois plus rapide que les fournisseurs traditionnels
Présent sur plus de 1 000 marchés grâce à une suite d’outils marketing qui répondent aux besoins de secteurs d’activité du monde entier
Profil de l’entreprise
L’équipe commerciale de Vivial a fait de la signature électronique un élément clé de son processus de vente, et elle recherchait une nouvelle solution facile à utiliser et offrant l’assistance utilisateur dont elle avait besoin. Pour l’équipe, la solution de signature électronique devait remplir plusieurs critères essentiels :
- Solution connectée à Salesforce et Oracle CPQ
- Possibilité d’envoyer des accords pour signature sans quitter Salesforce
- Implémentation intuitive et simple, avec un faible niveau de complexité
- Interruption minimale pour les utilisateurs actuels de l’outil de signature électronique
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.
Comme la plupart des entreprises technologiques tournées vers l’avenir, Vivial investit dans la technologie qui rend les workflows de son équipe interne à la fois transparents, efficaces et simples. C’est particulièrement vrai pour son équipe commerciale qui est chargée d’identifier de nouvelles opportunités et d’accompagner les clients existants. Aucune équipe commerciale ne souhaite perdre du temps à gérer manuellement la signature, la numérisation et l’envoi par fax des documents aux clients. Shelley Glueckert, directrice de l’automatisation Salesforce chez Vivial, et son équipe se sont ainsi mises à la recherche d’une solution de signature électronique. Ils ont commencé par implémenter dans leur instance Salesforce une solution de signature électronique existante qui était fonctionnelle, mais n’offrait pas l’assistance utilisateur ni la facilité d’utilisation qu’ils recherchaient. Ils se sont alors mis en quête d’une autre solution de signature électronique.
"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."
Une assistance dédiée sans précédent
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.
Implémentation sans code ultra-rapide
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.
Quelle est la suite pour 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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