Vivial implementerar e-signaturer dubbelt så snabbt med Dropbox Sign för Salesforce
Vivial är en ledande leverantör av lokala sök- och marknadsföringslösningar, genererar leads åt sina reklamkunder och gör det möjligt för konsumenter att effektivt hitta de produkter och tjänster de behöver. De har för närvarande över 500 strategiska partnerrelationer och betjänar över 1 000 marknader i USA och internationellt.
Vi har inte längre stöd för produkten Dropbox Forms
Vivial-säljteamet förlitar sig på e-signaturer som en avgörande del i försäljningsprocessen, och de behövde en ny lösning som kunde ge supporten och användarvänligheten som teamet efterfrågade. När de tittade på olika e-signaturlösningar var de viktigaste sakerna teamet:
- En lösning som gick att koppla till både Salesforce och Oracle CPQ
- Möjlighet att skicka avtal för underskrift utan att lämna Salesforce
- En implementering som är intuitiv och okomplicerad med låg komplexitet
- Minimala störningar för befintliga e-signaturanvändare
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.
Som de flesta framåtblickande teknikföretag investerar Vivial i teknik som gör arbetsflödena för de interna teamen smidiga, effektiva och okomplicerade. Detta gäller särskilt deras säljteam, som är direkt ansvarigt för att hitta nya affärer och stötta kunderna. Inget säljteam vill hantera den ineffektiva manuella processen med att signera, skanna och faxa dokument till kunder. Med detta i åtanke gav sig Vivials Salesforce Automation-chef Shelley Glueckert och hennes team ut på jakt efter en e-signaturlösning. De valde till en början en äldre e-signaturleverantör och implementerade den i sin Salesforce-instans. Den här lösningen fungerade förvisso, men användarstödet och användarvänligheten de förväntade sig saknades, vilket fick dem att åter ge sig ut på marknaden efter en bättre e-signaturlösning.
"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."
Skräddarsydd förstklassig support
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.
Blixtsnabb implementering utan kodning
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.
Vad kommer härnäst för 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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