SignTime for Sales – Modernizing the Sales Process in the Cloud

In today’s fast-paced and highly competitive business environment, sales teams are under constant pressure to deliver results quickly while maintaining accuracy, compliance, and a high level of client service and satisfaction. However, outdated tools, fragmented workflows, and manual, paper-based processes often slow down even the most skilled sales professionals, leading to lost opportunities, inefficiencies, and reduced job satisfaction.

As organizations strive to equip their teams with the tools they need to thrive, the adoption of digital solutions that streamline sales operations has become not just a strategic advantage, but a necessity.

In order to understand the challenges that sales people face in an “analog” or paper-based environment, let’s look at the current process for many sales organizations:

Now let’s look at SignTime’s cloud-based, all digital sales process:

SignTime for Sales – Modernizing the Sales Process in the Cloud

SignTime provides a complete digital end to end solution where the CRM generated quote details are sent directly to the customer for signature and then returned and logged electronically with no loss of digital fidelity. While leading companies in Japan might use a CPQ (Configure/Price/Quote tool), to create a quote, almost all use digital-manual-digital processes. These processes typically consist of downloading a PDF, attaching it to an email to the counterparty, waiting for a reply, following up, receiving the signed document back via email, saving it to a centralized server and starting the delivery process.

Integration with CRM Systems

One of the most important features of the SignTime platform is its ability to seamlessly integrate with custom-made or popular CRM applications like https://www.salesforce.com/crm/.  

SignTime is an excellent cloud-native partner for businesses aiming to enhance the productivity, performance, and satisfaction of their sales staff. By digitizing and automating all elements of the sales contract process and integrating with CRM systems—from document creation to approval to sending to the counterparty to signing and executing delivery—SignTime empowers sales professionals to focus more on building relationships and closing deals, and less on administrative tasks.

Clearer View for Sales Management and Senior Leaders

Sales managers and leaders will benefit too from greater oversight, improved compliance, standardized processes and the ability to scale operations more efficiently.

The following list explores the key features, functions, and benefits of SignTime, tailored to meet the real-world needs of modern, high performing sales teams.

SignTime’s e-signature platform includes a digital contract management platform designed to enhance the efficiency of sales teams and managers by streamlining and standardizing the contracting process. It offers a suite of features aimed at accelerating deal closures, improving workflow transparency, and ensuring security and compliance.​

• Accelerated Sales Processes

SignTime enables sales representatives to draft, revise, and send quotations during sales calls, significantly reducing the time between proposal and agreement. This immediacy helps in closing deals faster and enhances the overall customer experience. As an example, see our case study of AIC Corporation, who uses SignTime to do on-site quotations and signatures with their sales team.

• Streamlined Workflow Management

The SignTime platform provides tools for managing contract workflows, including the ability to track who has signed a document and who hasn’t. Email alerts and role-based permissions ensure that all stakeholders are informed and can act promptly, reducing bottlenecks in the approval process.

• Customizable Templates

Sales teams can utilize SignTime’s templating system to create and modify quote, SOW contract, invoice, and delivery note templates. This feature allows for quick adaptation to different sales scenarios, ensuring consistency and compliance across all contracts and quotes. 

• Integration with Existing CRM Tools like Salesforce.com

The SignTime platform can easily integrate via API with various third-party applications, such as leading CRM systems like Salesforce.com and other cloud based services. This interoperability allows sales teams to maintain their existing workflows while enhancing them with SignTime’s capabilities.  Our Salesforce.com integration will soon be available on Salesforce AppExchange and allows for a simple to use, in app execution of all major functions.  

• Bulk Sending Capabilities

For sales teams that require the distribution of multiple contracts simultaneously, SignTime offers easy to use bulk sending features. This is particularly useful for renewals. See how Temple University Japan (TUJ) uses SignTime’s template and bulk send capabilities to streamline their processes and significantly improve efficiency.

• Mobile Accessibility

Recognizing the need for flexibility, SignTime is optimized for smartphone use for mobile workforces. Sales representatives can send – and clients can sign – contracts directly from their mobile devices, facilitating swift transactions without the need for desktop access. ​Typical contracts sent via SMS are completed in under an hour.

• Secure Digital Storage

All contracts are encrypted, stored securely in the cloud with AWS, with advanced tagging systems that allow for easy retrieval. This ensures that sales teams can access necessary documents quickly, aiding in customer service and follow-up activities. 

• Enhanced Security Measures

SignTime incorporates robust security protocols, including two-factor authentication and encrypted storage, to protect sensitive sales data. This provides confidence with clients and ensures compliance with data protection regulations.

• Legal Compliance

SignTime’s e-signature functionality is recognized as legally binding in over 180 countries, ensuring that contracts executed through the platform are enforceable and compliant with international standards.

• Internal Approval Workflows

Sales managers can utilize SignTime’s internal approval features to review and approve contracts before they are sent to clients. This ensures that all agreements meet company standards and reduces the risk of errors.

• Cost Efficiency

By digitizing the contract process, SignTime reduces the need for physical resources and administrative tasks, leading to cost savings. The platform’s pricing structure is designed to be affordable, offering unlimited users and documents under certain plans.

• Support for Digital Transformation

SignTime aids sales organizations in their digital transformation efforts by providing tools that modernize and automate the contracting process. This transition not only improves efficiency but also positions companies to better adapt to the evolving digital landscape.

SignTime offers a comprehensive solution for sales teams and managers seeking to enhance their contract management processes through a digital transformation process aimed at eliminating paper-based forms and processes throughout the business.  Modernizing the sales process using SignTime’s tools will deliver benefits throughout any sales team, improve time to close rates and improve employee and customer satisfaction significantly.  Talk with SignTime today to find out how our solutions can help your business dramatically improve the sales process.