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Keep your CRM organized and work moving all with one digital signature integration

Wed, 05 Oct 2022 16:42:59 -0500

Today, almost every company uses customer relationship management (CRM) software in their sales and marketing operations. CRM software can handle every customer interaction, from tracking the progress of a sale to tracing a lead.

One of the most important advantages of CRM software is that the information stored in the system is available to the entire organization. A CRM tool not only tracks customer journeys but also helps users understand the customer better. The collected data is used by marketing teams to run contextual campaigns, increase traffic, and scale the business. Personalization and custom marketing can help businesses cultivate customer relationships.

It is extremely beneficial to integrate CRM software with digital signature solutions.

While many businesses use CRM software, only a small percentage use electronic signature software. Electronic signatures allow businesses to obtain signatures on important documents such as sales contracts in a simple, quick, and secure manner. Signers are not required to be physically present, and the time-consuming process of manually sending documents is avoided. Signers must also provide an additional layer of identity authentication for added security.

In this blog post, we'll look at Zoho Sign's integration with some of the industry's most popular CRM platforms:

Zoho Sign + Zoho CRM

The company's flagship customer relationship management application is Zoho CRM. You can send documents for signature directly from the application to any contact in your CRM using the Zoho Sign extension for Zoho CRM. This also applies to other Zoho CRM features, such as mail merge and inventory templates, which allow you to send out customized documents for signature using CRM data.

Significant characteristics

Mail merge templates can be used to send the same documents to multiple customers with different names and addresses.
Inventory templates enable you to send quotes and sales orders for signature to various vendors.
Personalize your documents by including logos, images, copyright symbols, and email addresses.
Create personalized templates that you can reuse to save time and effort.
Create a document with multiple signature slots and send it to multiple recipients at the same time.
Create workflows to send documents on a set date. Establish the approval process and conditions.

Zoho Sign + Vtiger CRM

Another popular Zoho Sign integration is Vtiger CRM. You can digitally sign documents directly from Vtiger CRM using Zoho Sign.

Because Zoho Sign is a secure, cloud-based business platform, you can securely send paperwork such as quotes, invoices, and contracts out for signature and approval, and track your documents directly from the CRM.

Significant characteristics

Create workflows to send documents on a set date.
Establish the approval process and conditions.
Keep track of your documents at each stage and monitor the approval process.
Email yourself backup copies of the documents and save them.

Zoho CRM + Pipedrive

The Zoho Sign extension for Pipedrive, with its dynamic and seamless e-signature workflows, assists businesses all over the world in speeding up sales paperwork processing. Connect your Zoho Sign account to your Pipedrive account to manage and track documents directly from the Pipedrive platform.

Significant characteristics

Send a Zoho Sign template to a Pipedrive deal, contact, or organization's email address.
Upload documents to Zoho Sign from Pipedrive.
The Pipedrive panel allows you to keep track of the status of documents.

Zoho Sign + HubSpot

Using the Zoho Sign extension for HubSpot, users can sign, send, and manage frequently used sales documents such as NDAs, sales agreements, and invoices directly from HubSpot. Sales teams can also track the status of these documents without leaving HubSpot.

Significant characteristics

A look at the Zoho Sign CRM card.
You can send documents and collect signatures directly from the HubSpot platform.
Integrating with Zoho Sign will benefit your CRM.

We all know that a good CRM tool can boost sales, but going a step further and integrating your CRM with a digital signature solution increases efficiency, reduces document turnaround time, and ensures high-level security for all your agreements.

Discover how Zoho Sign's integration with CRM software can help you grow your business today.

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Frequently Asked Questions

How do you safeguard a digital signature?

Digital signatures can be safeguarded by using strong encryption techniques, secure storage of private keys, and two-factor authentication. However, specifics might vary depending on the technology or service provider used.

What is a digital signature and why is it necessary in e-commerce?

A digital signature is an electronic form of authentication that validates the integrity and authenticity of a digital message or document. It's crucial in e-commerce as it helps secure transactions, reduce fraud, and enhance trust between parties involved.

What is the difference between an electronic signature and a digital signature?

An electronic signature is a general term that refers to any electronic process that indicates acceptance of an agreement or a record. A digital signature, a type of electronic signature, uses cryptographic mechanisms to secure the data associated with the signed document, providing higher levels of security and authenticity.

What is an example of a digital signature in e-commerce?

In e-commerce, a digital signature might be used when a customer signs a digital receipt or agreement to terms of service during an online transaction, or when businesses sign agreements with suppliers or vendors.

How do I create a digital signature for e-commerce?

Creating a digital signature for e-commerce usually involves using a software or service provider that offers digital signature solutions. This often requires generating a public-private key pair, and the private key is used to create the digital signature. Always ensure to follow the provider's specific instructions.

What are the three types of Digital Signatures?

The three types of digital signatures are: 1) Simple Digital Signatures: Basic form of digital signatures that provide the least security. 2) Advanced Digital Signatures: They are linked to the identity of the signer and ensure the original content hasn't been tampered with. 3) Qualified Digital Signatures: These provide the highest level of security and legal compliance, and are created using a secure signature-creation device.

How do I create a digital signature?

Creating a digital signature often requires the use of a digital signature software or service provider. The process typically involves creating a digital certificate and a public-private key pair. The private key is used to create the digital signature and the public key is used to verify it. Ensure to follow the specific instructions provided by your chosen software or service.

What is a digital signature and how does it work?

A digital signature is an encrypted value that is appended to a message to assure the integrity and authenticity of the message. It works by using a mathematical algorithm to generate two keys (a private key for signing and a public key for verifying the signature). When a document is digitally signed, the signature is created using the signer's private key. Anyone who has access to the signer's public key can then verify the authenticity of the document.

What is an example of a digital signature algorithm?

One commonly used digital signature algorithm is the RSA (Rivest–Shamir–Adleman) algorithm. It is based on the computational difficulty of factoring large integers that are the product of two large prime numbers. Other examples include the DSA (Digital Signature Algorithm), and the Elliptic Curve Digital Signature Algorithm (ECDSA).

Mobile Zoho CRM integration captures 100% of sales updates on the go

Sat, 21 Sep 2019 12:44:39 -0500

This is a guest post by iovox.

Are 60% of your sales updates not being logged in CRM? A new mobile tool from iovox helps Zoho CRM users eliminate lost opportunities and manual data entry.

It’s a stunning number, but according to research cited in Sales Hacker, only 40% of sales updates are ever entered into CRM. Why do over half of all these interactions never get logged? The answer is simple. Data entry is a pain, and if you’re in sales, you want to be selling, not doing paperwork.

Empowered by an understanding of this challenge—as well as the importance of logging every interaction—iovox, a global provider of call tracking solutions, has introduced a new Zoho CRM integration for mobile phones that eliminates the hassle of manual data entry and improves data capture for every interaction.

Available for free trial, the iovox app works with existing mobile phones, requires no change to the way a user makes or receives calls, and works for both inbound and outbound calls.

Phillip Karch, a solo entrepreneur who runs a coaching business called TACHELES MIT TAKT in Berlin, Germany, struggled to keep Zoho CRM updated with every interaction until he started using the Zoho CRM mobile integration from iovox.

“Now, when I get a call from an unknown number which turns out to have potential to become a new customer, I ‘share this call’ with Zoho CRM. In Zoho CRM, I find a new entry under ‘activities’. Through this automatically generated new field I will NOT lose track of new contacts anymore. I also take ‘notes’ which show up in Zoho CRM. And thirdly, I have my recorded words transcribed into text to sync them easily into proposals or other documents.” said Phillip. “Iovox helps me keep track of every call, saving me time and improving my response time with new customers. Anybody who might lose track of incoming calls will enjoy the app.”

According to Zoho, 87% of customer interactions happen over the phone, and mobile phone usage and “BYOD” (bring your own device) are on the rise due to the growing popularity of flexible work locations. What happens then when personal phones are in the middle of every conversation between your clients and staff? Are all of those sessions logged in CRM? That’s the power of the iovox solution—close the loophole while improving the productivity and efficiency of your staff.

The iovox mobile integration with Zoho CRM is unique in its ability to track inbound and outbound calls from mobile phones. Utilized correctly, it’s the most powerful tool that exists for organizing phone calls, giving solo-entrepreneurs and large-scale businesses alike a massive advantage over their competitors.

“We know that many calls escape the traditional CRM interaction capture methods, and as a result, companies don’t really have a complete picture of their sales pipeline,” said Ryan Gallagher, Co-founder and CEO at iovox. “The app has been a win-win for sales staff, who have a simple solution to reduce manual entry and for sales managers and business owners who now have more confidence that their Zoho CRM pipelines are up-to-date with all the latest interactions.”

We asked Alexandre Gambino, who is in charge of business development at Bordeaux Link in France, how he uses the iovox app:

“I use it for all my inbound and outbound calls. I take notes instantly on my mobile, and share them with Zoho CRM. The ability to track calls on mobile, and share them with a CRM tool, without the need to use a VOIP network, softphone or SIP trunk, all services which are invoiced per minute, is a significant plus. What I was looking for was a tool which enabled me to take notes directly from my mobile, and which I could share immediately with my CRM. With of course, all the logs of calls received or made from my mobile.”

The iovox integration brings value to companies that need to keep track of client interactions, as well as sales teams who need to save, store, and access organized call details in real time and on the go. The user of the app is in charge of what calls are shared into CRM, so there’s no concern about personal calls being added to CRM.

This integration is changing the game in the area of productivity and accurate tracking of all client interactions into Zoho CRM as well as saving sales reps hours of manual data entry each week. Hours that can instead be spent on selling and generating more new business.

With more than a decade of global tracking experience, we help companies and individuals increase their revenue and improve their productivity with unique call tracking solutions.

Click here to start your own free trial of the new mobile app with Zoho CRM integration.