메인 콘텐츠로 건너뛰기
항목을 찾을 수 없습니다.
dropboxsign 로고
Dropbox Sign을 사용해야 하는 이유
아코디언 메뉴 펼치기/접기

포함된 기능

온라인에서 문서 서명
전자 서명 만들기
템플릿 선택 또는 생성
PDF를 작성하고 서명하기
온라인 계약 체결하기
문서 관리
기능 살펴보기
오른쪽 방향 화살표 아이콘

이용 사례

영업 및 비즈니스 개발
인사
스타트업
재무 기술
부동산
온디맨드 서비스
제품
아코디언 메뉴 펼치기/접기
Dropbox 아이콘
Sign
간편한 문서 전송과 서명
Dropbox 아이콘
Sign API
워크플로에 전자 서명 통합
dropbox fax 아이콘
Fax
팩스 없는 팩스 전송
dropbox 통합 아이콘
연동
여러분이 일하는 곳이라면 어디서든 구현 가능한 Dropbox Sign
관련 자료
아코디언 메뉴 펼치기/접기
블로그
워크플로 전문 지식과 제품 소식
고객 이용 후기
실제 성과를 엿볼 수 있는 실제 스토리
도움말 센터
Dropbox Sign 제품 심층 설명
자료 라이브러리
보고서, 동영상, 정보 안내서
개발자
요금
아코디언 메뉴 펼치기/접기
Dropbox Sign 요금제
가장 적합한 요금제 찾기
Dropbox Sign API 요금제
실제 성과를 엿볼 수 있는 실제 스토리
영업팀에 문의
가입
영업팀에 문의
로그인
아코디언 메뉴 펼치기/접기
Dropbox Sign
Dropbox Forms
Dropbox Fax
무료 평가판
블로그
/
영업 팁

How to build a smarter sales process with automated workflows

by 
Cory Shrecengost
2022년 9월 23일
4
분 소요
툴팁 아이콘

새로운 이름, 변함없이 강력한 성능! HelloSign이 Dropbox Sign으로 새롭게 탄생했습니다.

닫기 아이콘

When it comes to sales, time really is of the essence. And when nearly 75% of sales to new customers take at least four months to close, the faster you can send paperwork to a prospect and get it signed, the sooner you can seal the deal and get paid.


Yet, many so many sales teams are hamstrung by a slow process that costs salespeople time they could be spending chasing up more leads.


By building smarter workflows that replace your manual sales processes, you can save time, boost collaboration, and improve your sales output. No more overlooking leads or wasting precious time manually inputting data into your CRM. Here’s how to automate workflows to eliminate steps in the sales process and save time.


What is sales automation?

Sales process automation takes tedious, time-consuming tasks and uses digital tools to track and optimize the sales process. Sales automation can target several areas of the sales cycle, like recording customer interactions, document preparation, deal tracking, pipeline management, and even detailed forecasting—helping you analyze the entire sales cycle in one place.


According to McKinsey, over a third of sales operations can be automated with existing technology, including:


  • 29% of sales strategy and planning activities
  • 43% of quotation processes, negotiation, and contract signing
  • Half of all order management, including credit checks, invoicing, and payment collection

Yet, only 1 in 4 organizations have opted to automate at least a single sales process. And it’s largely because sales teams are not yet aware of the value that automation unlocks.


Automation in action

Companies one step ahead have already started taking advantage of automation to streamline their sales processes.


Marketing platform Vivial integrated eSignatures into Salesforce to avoid the inefficient and manual processes of signing, scanning, and faxing contracts to customers. Vivial initially decided on a legacy eSignature solution but found that the ease of use and user support they expected was missing—and so the search continued.


Vivial’s team then came across Dropbox Sign and were won over by its level of customer support and intuitive Salesforce implementation. Now, the Vivial sales team can easily create custom buttons, tag documents, and send off agreements to customers to have them signed off faster than ever. Even better, Vivial integrated Dropbox Sign into Salesforce 2x faster than its previous eSignature solution.


영업 프로세스를 간소화할 준비가 되셨나요?
빠르게 응대하지 않을 경우 유망 고객의 30%가 경쟁업체로 가버린다는 사실, 알고 계셨나요? 영업 프로세스 평가를 통해 고객과의 관계 구축에 할애할 시간을 확보하세요.
영업 활동 계획서 만들기
화살표 아이콘

How to get started with sales automation

While Vivial is ahead of the curve, sales automation is catching on fast—in fact, it’s forecasted to grow 115% over the next few years. That makes now the perfect time to get your automation journey rolling.


How? Here are three steps to get you started:


1. Identify task creation pain points.

Likely no one knows better the time-wasting, manual steps it takes to complete a sales process than your own team.


Ask your team to outline redundancies, especially in paperwork where multiple documents might need similar information, or if they need to print, sign, and scan documents before they’re able to move on to the next step.


Typically, these tasks are ripe for automation and will free up your team to focus on the next sale.


2. Examine your CRM with a workflow mindset

If you’re familiar with sales tools like Salesforce or HubSpot, then you likely know that they can streamline the lead-to-customer lifecycle. However, it’s when you start connecting your sales tools that you start seeing the full benefits—but to do that means adopting a workflow mindset.


By looking at all your tools as one long workflow, rather than a series of disjointed tools and steps, will help you understand how an agreement travels through your sales entire process—and where it might slow down or get stuck.


With a view of the entire process, you can then see where strategic integrations can unlock time savings, like automatically importing customer data directly into contract templates.


3. Take 15 minutes to integrate and save sellers hours in admin

We learned from recent Dropbox research that integrations aren’t nearly as hard as people think. A simple 15-minute one-time integration can result in significant time savings in the long term.


Whether it’s creating a template or adding an integration for other sales tools like eSignature, Slack, or Gong, by committing time to optimizing your sales workflows can save a lot. Take eSignatures for instance. By integrating eSignature tools, your sales team can send out contracts directly from your CRM. And when your customers can sign contracts anytime and anywhere with ease, you’re not only providing them with a better experience at every stage but we’ve seen it lead to businesses closing deals 80% faster, too.


Discover smarter sales workflow automation with Dropbox Sign

Say no more to tedious, repetitive sales steps that can slow down your team’s closing strategy.


By tapping into the power of sales automation, you’re creating smarter, faster sales processes that get your team performing at its best.


진행 상태 확인

모두 완료되었습니다! 받은 편지함을 확인하세요.

Thank you!
Thank you for subscribing!

Lorem ipsum

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Lorem ipsum
오른쪽 방향 화살표 아이콘
닫기 아이콘

Up next:

Individual using a smartphone, sitting at a desk with a computer screen in front.
영업 팁
6
분 소요

From templates to automation: The complete guide to HubSpot document signing

illustration of two people talking while one is sweating from discomfort
영업 팁
5개
분 소요

영업 프로세스에서 거래 성사를 어그러뜨리는 5가지 실수

정보 시트

통합된 원활한 서명 환경을 통해 채용과 온보딩 속도 향상

제품
Dropbox SignDropbox Sign APIDropbox Fax연동
Dropbox Sign이어야 하는 이유
전자 서명문서에 서명PDF 작성과 서명온라인 계약전자 서명 만들기서명 편집기Word 문서 서명
지원
도움말 센터영업팀에 문의지원팀에 연락쿠키 관리시작하기: Dropbox Sign시작하기: Dropbox Sign API
관련 자료
블로그고객 이용 후기자료 센터합법성 지침신뢰 센터
파트너
전략적 파트너파트너 찾기
회사
함께 일하기이용 약관개인정보 보호
Facebook 아이콘Youtube 아이콘

사용 가능한 결제 수단

Mastercard 로고Visa 로고American Express 로고Discover 로고
CPA 컴플라이언스 배지HIPAA 컴플라이언스 배지Sky High Enterprise Ready 배지ISO 9001 인증 배지

Dropbox Sign 전자 서명은 미국, 유럽연합, 영국을 비롯해 전 세계 많은 국가에서 법적 구속력을 발휘합니다.
더 자세한 정보는 이용 약관과 개인정보처리방침에서 확인할 수 있습니다.