Vivial implementa la firma elettronica 2 volte più velocemente con Dropbox Sign per Salesforce
Vivial è un fornitore leader di soluzioni di marketing e ricerca locali, che genera clienti potenziali per i propri clienti pubblicitari e consente ai consumatori di trovare i prodotti e i servizi di cui hanno bisogno in modo efficiente. Attualmente dispone di oltre 500 partner strategici e serve oltre 1000 mercati negli Stati Uniti e a livello internazionale.
Non supportiamo più Dropbox Forms
Risultati
Implementazione oltre 2 volte
più rapida rispetto al fornitore precedente
Opera in oltre 1.000 mercati offrendo una suite di strumenti di marketing che forniscono soluzioni ai settori più disparati in tutto il mondo
Profilo dell'azienda
Per il team di vendita Vivial, le firme elettroniche rappresentano una parte fondamentale del processo di vendita, quindi aveva bisogno di una nuova soluzione in grado di fornire l'assistenza clienti e la facilità d'uso necessarie. Nel considerare una soluzione di firma elettronica, le cose più importanti per il team sono state:
- Una soluzione connessa sia a Salesforce che a Oracle CPQ
- Possibilità di inviare accordi per la firma senza uscire da Salesforce
- Un'implementazione intuitiva e semplice con un basso livello di complessità
- Interruzione minima per gli utenti attuali della firma elettronica
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.
Come la maggior parte delle aziende tecnologiche più lungimiranti, Vivial investe nella tecnologia che semplifica i flussi di lavoro del proprio team interno, rendendoli efficienti e diretti. Questo vale particolarmente per il team di vendita, che è direttamente responsabile della ricerca di nuovo business e dell'assistenza ai clienti. Nessun team di vendita vuole occuparsi di inefficienti procedure manuali di firma, scansione e invio di documenti via fax ai clienti. Sapendo questo, Shelley Glueckert, Director of Salesforce Automation di Vivial, e il suo team si sono messi alla ricerca di una soluzione di firma elettronica. Inizialmente avevano scelto un fornitore di firma elettronica legacy e l'hanno implementato nella loro istanza Salesforce. Questa soluzione funzionava, ma mancava l'assistenza agli utenti e la facilità d'uso attesa, quindi hanno deciso di cercare una nuova soluzione di firma elettronica.
"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."
Supporto impareggiabile a livello di concierge
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.
Implementazione dell'opzione no-code di Lightning Fast
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.
Qual è il prossimo passo per 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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