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That’s a wrap! We’d like to thank everyone that stopped by the Sertifi Make It Rain booth at Dreamforce. We spoke with many Dreamforcers about our Closing Automation Solution for Salesforce which is available on the AppExchange. If you’re interested in learning more, please visit our website at www.sertifi.com or email email@example.com to schedule a short eSignature demo.
Top Sertifi Photos at DF13
Dave & Buster’s uses Sertifi’s Closing Automation Solution to automate banquet event orders (BEOs) and customer payments. Since switching to Sertifi for Salesforce, the company reports that on average it collects BEOs and payments within two hours and 15 minutes of sending an agreement out for eSignature!
The Challenge: Dave & Buster’s Special Events group of 150 managers and consultants across 64 locations and a call center needed to get Banquet Event Order forms (BEOs) signed faster. The traditional paper-and-pen method for getting lengthy BEOs signed was slow and burdensome.
Collecting customer payments added another hurdle! On average, it would take days to receive payment. To submit payment, customers had to print, sign, scan, and fax credit card authorization forms. Once received, the Special Events group would spend 20 minutes per form re-keying data.
Dave & Buster’s needed to automate both the BEO and payment process in order to recognize revenue faster and offer a convenient way for customers to sign.
The Solution: Dave & Buster’s chose Sertifi for Salesforce to automate the last mile of the sales process. The company selected Sertifi for its integrated solution for getting agreements signed electronically and collecting customer payments. The Special Events group utilizes Newmarket International’s Delphi.fdc on salesforce.com’s Force.com platform to quickly generate BEOs. Integrating Sertifi allowed the group to get BEOs signed faster and collect payments within seconds of customers signing.
After customers sign BEOs, they’re directed to a payments page to submit the required 50% deposit for special event services and signed BEOs (PDF versions) are sent to all parties involved in the deal.
The Results: Since using Sertifi, about 99% of customers sign BEOs electronically. The company estimates that it has reduced the time it takes to get agreements signed and paid by more than 90%. The Special Events group no longer spends time reviewing forms and re-keying information, eliminating human error and greatly increasing worker productivity. During peak months, high volume Dave & Buster’s locations save 100 person-hours each month by not having to re-key credit card data.
Customers appreciate being able to quickly sign and pay within a centralized area. They’re no longer hassled with paper, print, scan, and fax. The solution offers Dave & Buster’s advanced sales efficiency, security of sensitive cardholder data, accuracy, and customer satisfaction.
About Dave & Buster’s
Founded in 1982 and headquartered in Dallas, Texas, Dave & Buster’s is the premier national owner and operator of 64 high-volume venues that offer interactive entertainment options for adults and families, such as skill/sports-oriented redemption games and technologically advanced video and simulation games, combined with a full menu of high quality food and beverages.
Dave & Buster’s currently has stores in 26 states and Canada. For additional information on Dave & Buster’s, please visit www.daveandbusters.com.
Interested in using Sertifi to automate event forms or other time-consuming paperwork? Please email firstname.lastname@example.org or call 1.866.983.8877 to schedule a short demo of Sertifi’s Closing Automation Solution.
Sertifi at Dreamforce 2013
Sertifi will be located at booth N1131 on the Dreamforce Expo floor (North Expo) performing live demos of Sertifi for Salesforce, an eSignature application built natively on the Force.com Platform that allows organizations to close deals faster. Stop by to enter to win cash prizes and get your stamp for salesforce.com’s App Bash Party being held on Wed. Nov. 20 at 9 p.m.
We’re excited to announce that Sertifi is a sponsor of the AppBash Party hosted by salesforce.com. Join us to mingle with Salesforce partners, employees, developers, customers, and more in a fun, laid-back atmosphere.
App Bash, formerly known as the Cloud Crawl, will be held on Wednesday, Nov. 20 evening at City View at the Metreon located at 135 4th St. in downtown San Francisco. The party kicks off at 9 p.m sharp and won’t stop until they turn the lights on at 1 a.m.
“What should I expect?”
Open bar including the “Mo’ Money Mo’ tini” presented by Sertifi, delicious food and great music!
“Count me in! Where do I sign up?”
Within your Dreamforce attendee bag, you’ll receive a card to collect eight AppBash sponsor stamps at each of the partner booths. Once completed, turn your card in at the Platform Area in the Campground or at the Info Desk at the AppExchange Zone, 3rd floor Moscone West to receive your AppBash wristband. Don’t forget to bring your Dreamforce badge with you to the party.
Sertifi will be located at booth N1131 on the Dreamforce Expo floor (North Expo). Stop by to receive your AppBash stamp and enter to win cash prizes.
We hope to see you sipping a “Mo’ Money Mo’ tini” and rocking Sertifi glow-in-the-dark wayfarer sunglasses at the party!
Sertifi provides eSignatures and Closing Automation Solutions that help organizations close deals faster. Sertifi enables sales teams to quickly reach agreements with customers and then execute the deals with electronic signatures.
Customers can access Sertifi through its leading eSignature API, pre-built Salesforce and Microsoft Dynamics CRM integrations, and Web Portal. Leading organizations around the world including Pitney Bowes, CareerBuilder, U.S. Air Force, and Cricket Communications trust Sertifi.
If you’re in the beginning stages of researching eSignature API solutions, below are five criteria that you should include within your search.
Integrating eSignatures into your website can automate the customer onboarding process by enabling customers to review and sign documents directly on your website. When qualifying eSignature providers, it’s important to evaluate capabilities of both web-based and API solutions.
Top 5 criteria to consider when evaluating eSignature API solutions for your company:
- Signing Options - Do you need customers to sign at the bottom of documents or individual locations? Do you require second signers? Decide which features you require and then dig into the API solution to see who has flexible and easy integration capabilities.
- Low Volume/High Volume – How many transactions do you plan to send out? Are you sending out thousands of documents for signature or just a few each month? eSignature providers have varying pricing models and feature sets based on the volume of transactions. If you’re a high-volume user, ease of use will be of utmost importance to your application. Also, ask the eSignature provider about other large implementations.
- Accessing Data - Many eSignature providers offer a web-based version of their software that enables you to track and manage agreements within a simple web portal. Depending on how you’ll be implementing your API this may be a key requirement. Ask the eSignature provider how to access data outside of the API solution.
- Form & Form Field Support - How does the eSignature API enable you to pre-populate forms? How does the solution enable your signers to input data into forms? How does the API enable you to pull data out of forms? Another important question to ask the eSignature provider is whether or not their API has a document database.
- Workflow - This is one of the most important aspects of a solution. Finding a solution that can automate your workflow is key. Ask questions about how the eSignature API handles advanaced workflows such as multiple signers, carbon copies, etc.
Now that the whirlwind of TENCon Lanyards, Applied Systems’ sessions, and product demos has settled, we’d like to invite all insurance agents and brokers to our upcoming eSignature for Insurance webinar on Thursday, October 17 at 1 p.m. – 1:30 p.m. CST.
Register for the event before webinar seats fill up! The webinar will include an in-depth demonstration of the sending and signing experience, attendee Q&A session, and plans and pricing information.
Our TOP TENCon Moments
We’re exhibiting at the much-anticipated Big Machines’ 9th annual BigIdeas conference being held Oct. 6-8 at the Cosmopolitan in Las Vegas! Vice President of Sales Steve Chamberlin and new Sales Director Laura Johnston will represent Sertifi at the event.
Stop by the Sertifi booth for live demos of our eSignature and Closing Automation Solutions. Find out how your sales team can close deals faster using our unique collaboration features, cost-effective eSignatures, advanced sales reporting, and much more.
Schedule Time with Sertifi at BigIdeas 2013
If you would like to schedule a one-on-one meeting with us at the BigIdeas event, please email email@example.com or call 1.866.983.8877.
What You Can Expect on the Idea Expo Floor:
- The latest products that drive material results for your company
- Innovative technology and service offerings across the BigMachines ecosystem
- The industry’s most respected implementation partners sharing thought leadership and strategy
BigIdeas 2013 Agenda At A Glance – *Bold times are opportunities to visit Sertifi booth*
Sun. Oct. 6
- 6 p.m. – 10 p.m. Welcome Reception
Mon. Oct. 7
- 7:30 a.m. Breakfast
- 8:30 a.m. Opening Keynote
- 10 a.m. Day 1 Keynote TBD
- 11:15 a.m. Product Bulletin
- 12:15 p.m. Idea Expo Floor Open
- 1:15 p.m. Salesforce Keynote
- 1:45 p.m. PwC Keynote
- 2:15 p.m. Belmont Ballroom *Sertifi to give 60-second presentation on solutions*
- 2:30 p.m. Idea Expo Floor Open – coffee break
- 3 p.m. – 3:50 p.m. Results Tracks
- 4:40 Idea Expo Floor Open
- 7 p.m. – 11 p.m. The BigEvent
Tues. Oct. 8
- 8 p.m. Idea Expo Floor Open – breakfast
- 9 p.m. Fortune 500 Customer Showcase
- 10 p.m. Pierce Washington Keynote
- 10:30 p.m. Idea Expo Floor Open – coffee break
- 11 a.m. Big Machine’s Product Development & Innovation Roadmap
- 12 p.m. Idea Expo Floor Open – lunch
- 1 p.m. EDL Consulting Keynote
- 1:30 p.m. BigIdeas Q&A
- 2 p.m. Idea Expo Floor Open
- 2:30 p.m. – 3:20 p.m. – Results Tracks
Alliance’s process for bringing on new business partners was slow and labor intensive. The process entailed completion of broker appointment forms, W9s, and other documentation. In the past, Alliance was forced to manually send the paperwork to agencies. Once it was returned, they were burdened with re-keying data and reviewing applications for missing documents and information. All indexing and storing of the final documents were also done manually, adding to the costs and time required.
Alliance implemented Sertifi’s robust and affordable API solution for in-session signing on the company’s website to automate its appointment process. Agencies can now complete the required paperwork online. The solution eliminates annoying follow-ups and time spent reviewing documents for approval. Now, documents are stored automatically.
Alliance reports that between 500 and 600 documents are signed using Sertifi. About 70 to 80% of these documents are signed electronically with the remaining 20 to 30% signed manually utilizing Sertifi’s Print, Sign, and Fax feature which gives agencies the flexibility to sign manually and Alliance the ability to store electronically. Documents printed, signed and faxed include a bar code allowing the documents to be matched to the original electronic record and stored as part of the transaction.
Sertifi’s flexible API solution offers an intuitive way for agencies to quickly and conveniently submit paperwork creating profitable business relationships faster. Not to mention, agencies greatly appreciate the convenience of signing electronically!
Alliance significantly reduced its operating costs, especially with costs regarding staff time. Prior to using Sertifi, Alliance staff spent about 10 minutes reviewing each document to ensure data was correct and complete. Since implementation, Alliance saves more than 83 person-hours each month. The company also reports a 75% reduction in operating costs, saving thousands of dollars each month.
For sales inquiries, call 1.866.983.8877 or visit www.sertifi.com.
All About Alliance United Insurance Company
For more information, visit their website at www.allianceunited.com.
We’re teaming up with Aljex Software Tues. Sept. 24 at 1 p.m. CST for an eSignature webinar for the Transportation industry. Sign up to discover how you can send electronic signature requests within Aljex, allowing your customers to conveniently sign agreements anywhere, anytime!
The 30-minute webinar will include a brief overview of Sertifi, demo of the signing and sending experience, and a short Q&A session. Take advantage of this unique opportunity to ask our co-founder your important questions.
We look forward to connecting with you tomorrow!
- Webinar: Get Agreements & Rate Confirmations Signed Faster
- Date & Time: Tues. Sept. 24 at 1 p.m. – 1:30 p.m.
At Sertifi, we get all kinds of inquires about our solutions. People ask for eSignatures/electronic signatures and digital signatures. We know what they mean but there is a lot of confusion in the market today around the difference between digital signatures and eSignatures/electronic signatures. There is a extremely big difference between the two solutions. One enables you to get agreements signed quickly and easily, the other is very expensive and can be difficult to manage.
Lets start by defining each:
Digital signature software (sometimes referred to as Advanced or Secure Electronic Signatures or PKI) is the result of a cryptographic operation. The digital signature technology provides data integrity and non-repudiation of transactions.
Electronic signature software contains electronic images that are physically or logically attached to the signed data. Adding text “John Smith” and agreeing to sign electronically is considered an electronic signature.
So which should you use? It depends on your application. If you are trying to get sales agreements signed, PKI or digital signatures are not an option. If you are a government organization and using for internal purposes, digital signatures may work for you (hopefully, you have a bigger budget).
At Sertifi, we believe the future is not in PKI but in electronic signatures. Laws are constantly evolving and changing. The momentum seems to be on the side of electronic signatures. Electronic signatures can provide ease of use, authentication, and data integrity that is required for legal compliance.
For sales inquiries, please call 1.866.983.8877 or visit www.sertifi.com.
We recently sat down with EventSpark Founder Todd Arviso to discuss eSignature software and his startup business. Find out what he had to say about Sertifi for Salesforce right here!
Reducing overhead expenses is important to any startup company. When EventSpark launched in 2010, finding ways to eliminate variable expenses such as paper, ink, printing, faxing, shipping, etc. was essential. Not to mention, maximizing employee productivity was crucial to the small team.
Partners needed a quick way to join the new visual discovery tool in order to showcase their event space and help grow business. Utilizing Sertifi’s electronic method for sending, signing, and tracking agreements was a no-brainer for EventSpark founder Todd Arviso.
Sertifi Business Solution:
EventSpark uses Sertifi for Salesforce to send sales agreements to partners for eSignature. The sales group sends one-page agreements directly from the Opportunity within Salesforce. Partners receive an email branded with the EventSpark company logo requesting their eSignature. Partners can conveniently sign anywhere, anytime, from any device. Once partners sign, agreements are automatically sent to EventSpark for countersignature. All parties receive a PDF copy of the signed agreement via email.
Throughout the process, the sales group receives email notifications including confirmation that agreements were sent, opened, and signed providing greater insight into the deal status.
Sertifi for Salesforce simplifies the partner onboarding process while reducing overhead costs. Of all EventSpark partners, 85% have signed an agreement using Sertifi! The sending process is quick and easy enabling the sales group to focus more time on generating mutually beneficial partnerships with other beautiful venues. Partners are delighted with the convenience of signing agreements using Sertifi while EventSpark exhibits how easy it is to do business with them!
For sales inquiries, call 1.866.983.8877 or visit www.sertifi.com.
All About EventSpark
For more information on the company, visit their website at www.eventspark.com.