Closing a sales deal involves layers of documentation, approvals, and signatures. Sales teams go through multiple rounds of contract collaboration and revisions before finalizing, all while ensuring that signed documents and confidential information are secure.
Zoho CRM, our flagship customer relationship management software, digitizes and streamlines this entire process. And when paired with Zoho Sign, businesses can send, sign, and manage agreements directly from the Zoho CRM interface. The challenges of traditional paperwork disappear, so your teams experience fewer delays.
The lifecycle of a sales agreement
For most sales teams, the agreement process involves creating documents from scratch, editing, negotiating, even more editing, and waiting for approval. If the involved parties are aligned, they sign the document. If there are any disagreements, it's back to the drawing board.
From non-disclosure agreements and purchase orders to invoices and quotes, every document requires precision.
Challenges of doing paperwork with minimal or no digitization
Manual processes can introduce a number of issues, including errors, delays, and security risks.
Delayed turnaround time: Every stage of negotiation and review takes longer when done manually, especially when tailoring terms for each unique customer. Drafting, editing, and collaborating until a middle-ground is found slows down the process of closing the sales deal.
Risk of human errors: Documents that require constant manual intervention are more prone to mistakes. Whether its sending a contract to the wrong person or using an outdated version, these errors can compromise confidentiality or force teams to restart their entire workflow. Every step of the process has to be monitored closely to ensure tamper-free, accurate documents—otherwise, turnaround time only increases.
Storage issues: Physical paperwork takes up space, and it can be easily misplaced or misused. All documents, especially those with confidential information, have to be stored with a high level of security. When time is of the essence, scattered paperwork can stall the process and cost businesses the deal.
How Zoho Sign's integration transforms workflows and accelerates deals
Zoho Sign's integration with Zoho CRM allows you to send and sign documents directly from Zoho CRM, collect signatures using various templates (Zoho Sign, mail merge, and inventory), tailor email content, and share documents from custom CRM modules.
Get affordable access: Zoho Sign's free plan and 14-day trial enable you to explore its value before subscribing to one of the paid plans (Standard, Professional, or Enterprise).
Easily integrate into existing workflows: Zoho Sign's extension is easy to download from the Marketplace in Zoho CRM. Once it's installed, you can start signing documents or collecting signatures from the Zoho CRM dashboard without having to switch between apps.
Track document status: Stay updated by viewing the status of signing workflows and sent documents, right from the relevant CRM record. See the status of all the documents sent with the Zoho Sign extension directly from your Zoho CRM account.
Bulk send in seconds: Sending out a document to multiple recipients can be time-consuming. Instead of setting individual workflows for the same document, use Zoho Sign's bulk send feature to collect signatures in one go without leaving the Zoho CRM interface.
Quickly send customized agreements: Use Zoho CRM data to send tailored documents. With mail merge templates, it's easy to save, edit, and merge CRM data before sending document off to the respective recipients from the CRM dashboard.
Sales deals are easier than ever with legally binding digital signatures via Zoho Sign. If you're tired of the cumbersome paperwork that comes with every sales deal, try out Zoho Sign's extension for Zoho CRM to streamline and automate your signature workflow.
Want to learn more? Check out our webinar, Close deals faster with Zoho Sign from Zoho CRM. It covers why digital signatures are essential in today’s business landscape, an overview of Zoho Sign, an introduction to Zoho CRM for everyone, and how Zoho Sign integrates with Zoho CRM to simplify your sales process.
See how to install and use this extension with our help document. If you have any questions or feedback, reach out to us on support@zohosign.com or connect with us through the comment section below. Happy signing!
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