CRMs are becoming an essential requirement for sales teams to manage prospects and customers, whether you have a growing or a large business. Simply because it is easy to prioritize leads, engage with them across multiple channels, and close deals faster.
However, closing deals faster hits a roadblock when salespeople have to get a green signal for the associated sales contracts. Multiple parties, manual approval process, and communication gaps tend to cause a delay that may hinder the deal itself.
By automating this process, with the help of our Freshsales CRM integration with DocuSign eSignature, organizations can reduce human error, maximize efficiencies and reduce costs.
Benefits of E-Signature
- Close Deals Faster: Reduce deal turnaround time to get revenue in the door faster
- Delight Your Buyers: Deliver a better experience for your buyers and make it easy for them to do business with you
- Improve sales rep productivity: Automate manual contract processes so reps can focus on selling
Freshsales + DocuSign eSignature
B2B buying and selling is more complex than ever, with the average sale involving 10 people and lasting 17 weeks. And it now all has to happen remotely. So sellers adapt quickly to this new landscape – enabling reps with technology and shifting how they engage with prospects.
Because 80% of sales teams execute over 500 contracts each month, this part of the sales process needs an upgrade. With our eSignature integration, sales teams can fully automate the agreement process from custom contract generation and signature to business workflows and document analysis. Close deals with a click from inside your CRM and stand out with a modern experience that prospects expect.
Freshsales Docusign integration allows you to:
- Authenticate DocuSign eSignatures by entering credentials
- Choose the record landing page (lead, contact, account, or deal)
- Upload an envelope by choosing a template or creating one
- Add recipients
- Add standard fields and signatures
How to Implement
1. Go to Admin Settings > Apps. Search for ‘DocuSign eSignature’ in the search bar and click DocuSign from the results.
2. Click ‘Install’. This brings up a page where you can initiate integration between your DocuSign eSignature and Freshsales accounts.
3. Click ‘Connect to DocuSign’. You will be taken to an authentication page where your DocuSign eSignature account requests permission to access your Freshsales account information.
4. Click ‘Accept’ to give permission. This brings up a new tab, where you would be required to sign in to your DocuSign eSignature account.
5. Sign in to your DocuSign eSignature account to activate your integration.
6. After signing into your DocuSign eSignature account, you will be taken back to Freshsales. You can view the Company name and email of the DocuSign eSignature account you have integrated with Freshsales. You can find the DocuSign icon in the left-side Contact Details panel along with the Lead, Contact, Account, and Deal details pages.
To view this step-by-step guide and resources for more advanced configurations, visit Freshsales Support.
Given many companies’ current remote work environment, sales reps’ entire communication style has to adapt to digital sales tools and new workflows.
There is also a significant cultural shift in sales away from the traditional tactics like in-person meetings, handshakes, and going on-site, moving toward virtual engagement.
Technology can help sales reps keep track of where they are in finalizing a contract. This prevents essential details from being left out and lets everyone know who is next to move things forward.
With Freshsales Docusign integration, your customers can sign contracts from anywhere at any time—using their mobile device. Faster closings support better cash management, great customer experiences, and bigger wins for your whole team. Finally, digitizing your contracting can boost revenue by up to 9%, strongly impacting your bottom line.
Click the link to learn more about Freshsales and why a CRM may be right for you? Have questions about DocuSign eSignature? Reach out to freshworks@docusign.com to get started today.
