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DocuSign – The Friction Buster 
At FMT we run our business on the platforms we sell. Before we consider adding a new tool to our sales repertoire, we implement it and learn the ins and outs as beta testers to ensure it provides value to our customers. When we implemented DocuSign, I had an inkling it would become an indispensable tool to those of us that sell for a living. Before DocuSign In the past, we would have to print contracts, hustle to the printer across the room, hunt down our CEO for a signature, hustle back to the scanner, scan the contract, rename the file, save it to the hard drive, launch outlook, and then finally email it to the customer. The customer was then required to print the contract, hunt down their Executive’s signature, re-scan the document, rename the file, save it to their hard drive, launch outlook, and email it back. Finally, […]
SCARED of a Sloppy Sales Syndrome Relapse? Find the Cure Using Dynamics CRM Online
Just when you thought you had your work life organized, a new quarter starts and you’re buried with new leads, ongoing tasks with current clients, and the grueling search for new opportunities. Sloppy Sales Syndrome strikes again. On top of dealing with your own workload, the pains of postponing the sales cycle while waiting for deliverables from other resources on your team can be frustrating. But why wait for other people to assist you when you can be proactive and speed up the sales cycle on your own? In this blog, we’ll share 3 tricks that will help you take control of your opportunities using Microsoft Dynamics CRM Online. 1. DocuSign: Automated Document Delivery How often do you hear a client use the excuse, “My boss is out of the office and can’t sign your agreement until he returns?” With the new DocuSign CRM add-in, you can leverage automated templates […]
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