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We’d like to introduce you to our newest collaboration feature, Sertifi Deal.Stream. The new feature greatly enhances our Closing Platform by providing better communication between senders and signers. Sales reps and customers are able to reach agreements faster and then quickly execute the deals with eSignatures.
Here’s how it works:
Sertifi Deal.Stream provides an online space for senders and signers to close business. That’s right – no more annoying email exchanges! In addition to an engaging sender profile (photo and contact information), you’re able to send all necessary documents, easily communicate with signers, invite others to join the conversation, and then execute the agreement with eSignatures all within a central location.
Sertifi Deal.Stream benefits include:
- Complete transparency into deal status regardless of who initiated it
- An efficient way to quickly respond to customer questions/comments
- A space to better communicate and track deal conversations
- Option to add essential team members to join
- An easy solution for redlining contracts
- And much more
Interested? We’re offering one-on-one demos of the new feature. If you’d like to see the new feature in action, please email sales@sertifi.com or call 1-866-983-8877. We look forward to hearing from you.
We’re thrilled to join the social revolution! If you visit salesforce.com’s AppExchange, you’ll see the Sertifi for Salesforce app featured in the Social Apps Showcase.
Sertifi for Salesforce is spotlighted in the AppExchange Social Enterprise Showcase. Currently, there are only 25 apps featured in the Social Enterprise Showcase and we’re proud to be one of them.
Today, organizations require business apps that are more collaborative, mobile, innovative, and, of course, social.
Sertifi for Salesforce, the #1 closing platform for sales, enables organizations to shorten the sales cycle with eSignatures, increase close rates by enabling better collaboration during the agreement process, and increase rep productivity with advanced agreement workflow tools. Ultimately, the social app enables reps to close deals faster than ever before.
“Customers are finding our app which is built 100% native on the Force.com platform extremely beneficial in closing business,” said John Stojka, Co-Founder of Sertifi. ”We currently have 4.9/5.0 stars with 138 reviews which makes us one of the highest rated apps on the AppExhange.”
How Sertifi for Salesforce Made the Cut -
With many great apps listed on the AppExchange, we faced stiff competition. The salesforce.com team had several criteria to select the 25 apps featured in the AppExchange Social Enterprise Showcase. Here are the areas where we shined:
- Collaboration - our app provides Salesforce users a better way to share agreements, collaborate on deals, and execute agreements with eSignatures while staying connected during the entire sales process. Did we mention? Users can choose to integrate Sertifi activity into Salesforce Chatter such as when a document was delivered, signed, and more.
- Network Effects - our app brings employees (or customers) who may not normally interact together. Salesforce users can quickly and easily share agreements with customers and teammates.
- Fresh, Clean, Social UX - when developing our app, our team aimed at creating an eSignature app that fits current user behaviors in terms of consumer apps like Twitter, Facebook, and LinkedIn. Our goal was to create an easy-to-use social business app that will help sales teams close deals faster. Installing our app takes as little as five minutes. No training needed!
- Mobility - Sales reps close business faster with our app because customers can sign anywhere, anytime. Customers can sign agreements on a computer, tablet, or smartphone. Sales reps can send, track, and manage agreements and work in real time.
- Interoperability - our app is built 100% on the Force.com platform enabling integration with other applications such as Conga Merge, Libra OnDemand, DrawLoop, and many other applications.
- Innovative – We’re committed to simplifying the last mile in the sales process. We have several exciting releases within the next couple of weeks. Stay tuned for more collaborative social features that redefine the traditional eSignature!
Get Sertifi for Salesforce Now!
Already using Sertifi for Salesforce? Show us some love and write us a review here. Your feedback is appreciated! Thanks in advance.
Contact Us
- Contact Form
- Sales Inquiries: sales@sertifi.com
- Phone: 1.866.983.8877
About Us
Founded in 2005, Sertifi is committed to speeding the last mile of the sales process. The company provides eSignatures and social business tools that help organizations close deals faster. Customers can access Sertifi through its leading eSignature API, pre-built Salesforce and Microsoft Dynamics CRM integrations, and Web Portal. Sertifi solutions are used by leading organizations including Pitney Bowes, U.S. Air Force, CareerBuilder, and Cricket Communications.
We are thrilled to announce that we will exhibit at NetVU Conference 2013!
We help insurance agencies close business faster. With our eSignature solution, agencies can better share, collaborate, execute agreements, and stay connected during the closing process. Stop by booth #720 for a quick demo and learn how your agency can automate the last mile in your sales process!
Sertifi Raffle Prize
Did we mention? We are going to raffle off a brand-new iPad mini! Stop by our booth, watch a short demo, and drop off a business card for a chance to win.
What: NetVU Conference 2013
When: March 14-16, 2013
Where: Gaylord Texan - 1501 Gaylord Trail Grapevine, TX 76051
Why Attend:
Conference attendees will gain a competitive advantage for their business by the following ways:
- Break new ground — Success depends on productivity and profitability. At NetVU Conference, you will see how it’s already being done in other agencies, and where you can develop a vision to adapt your workflows.
- Become more competitive — NetVU Conference provides the skills to more effectively use the tools available in your management system today. The system specific Vertafore “How To” Lab is designed to answer specific questions.
- Learn from peers — NetVU Conference hosts agencies of all sizes across America. Exchange ideas with agents who have dealt with the same challenges, and learn how they handled them. There will also be networking time with insurance carrier representatives and industry experts, who will now be part of your extended network.
- Bring visionary energy home — Learn new ways to use your Vertafore system.
Contact Us
Feel free to contact us with any questions, comments, or special requests you may have on expediting the signature process. We look forward to speaking with you soon!
- Contact Form
- Sales Inquiries: sales@sertifi.com
- Phone: 1.866.983.8877
About Us
Founded in 2005, Sertifi is committed to speeding the last mile of the sales process. The company provides eSignatures and social business tools that help organizations close deals faster. Customers can access Sertifi through its leading eSignature API, pre-built Salesforce and Microsoft Dynamics CRM integrations, and Web Portal. Sertifi solutions are used by leading organizations including Pitney Bowes, U.S. Air Force, CareerBuilder, and Cricket Communications.
About NetVU
The Network of Vertafore Users (NetVU) is an independent, national member organization committed to providing industry advocacy, world-class education, and networking for its 15,000 independent insurance agency members. NetVU’s members are independent insurance agencies that use the technology solutions of Vertafore. For more information, please visit www.netvu.org.
Last week, we shared that Sertifi will exhibit at the 2012 Host Users Group (HUG) Conference Nov. 4-8 at The American Club Resort in Kohler, Wis. During this must-attend PAR Springer-Miller event, Doug Rae, director of sales, will perform eSignature demos and answer attendee questions.
Hotel, catering, event planning and many other hospitality organizations utilize Sertifi to quickly capture signatures. Sertifi’s long list of hospitality customers include PAR Springer-Miller, NewMarket International, Marriott, Ritz-Carlton and many others.
Not Attending HUG 2012?
For those unable to attend HUG 2012, we’re offering an opportunity to find out more about the many benefits eSignatures provide hospitality organizations.
Join Sertifi on Tuesday, Nov. 20th at 1 p.m. CST for a 30-minute webinar to find out how your organization can use electronic signatures to expedite catering forms, banquet event orders (BEOs) and other agreements that require signature.
Your Webinar Invitation!
- Webinar: eSignatures for Catering, BEOs & Other Agreements
- Date: Tuesday, Nov. 20th at 1 p.m. CST
- Register: http://bit.ly/SertifiHospitality
Contact Us
To learn more about Sertifi and our eSignature solutions, please call 1-866-983-8877 or email sales@sertifi.com for more information.
Visit us at booth #608
The American Staffing Association’s annual convention and expo is right around the corner! We can’t wait to exhibit at this can’t-miss event for staffing professionals.
What to Expect at the Sertifi Booth…
Jessica Hughey, marketing manager, and Doug Rae, sales director, will be manning booth #608 at Staffing World 2012 in Las Vegas on Oct. 9-11. The Sertifi team will perform electronic signature demos and answer attendee questions on how staffing and recruiting agencies can benefit from the solution.
The eSignature service enables agencies to automate their business and recruiting processes including the sending and signing of HR-related documents such as client proposals, onboarding forms, annual performance reviews and more.
Enter to WIN Raffle Prize!
Stop by the Sertifi booth and drop off your business card for a chance to take home a brand-new iPod Nano. The winner will be selected on Thursday, Oct. 11. Good luck!
Your Webinar Invitation…
In preparation of Staffing World 2012, we’re conducting a 30-minute eSignatures & Staffing Webinar that will include a demo of both signing and sending experience.
- Wednesday, Oct. 3 at 1:00 p.m. CST
- Register Now
About Staffing World
The ASA Annual Convention and Expo, Staffing World, is the industry’s largest, most comprehensive convention and expo. Each year, thousands of staffing professionals, leaders and innovators convene at Staffing World to share cutting-edge strategies, exchange best practices and explore the latest products that help leverage world-class companies.
About Sertifi
Our solutions speed the last mile in the sales process enabling organizations to shorten their sales cycle and increase close rates. We offer organizations a better way to connect with customers, negotiate deals and close agreements with eSignatures.
Contact Info: call 1-866-983-8877 or email sales@sertifi.com
We’re teaming up with Aljex, a transportation software company, to host another eSignatures webinar on Thursday, Sept. 20th at 1:30 CST. The webinar will last 30 minutes and include a brief demo of the electronic signature tool that is pre-built into Aljex software.
Current Aljex customers do not need to sign up for this paperless service in order to send signature requests without faxing or the use of printers. The eSignature button is already installed within each Aljex account enabling users to start sending eSignature requests directly from Aljex working screens for rate confirmations, carrier packages, sales agreements and much more.
But that’s not all! Sertifi stores all customer documents on its servers enabling Aljex customers to track and manage agreements to see which have been opened, partially signed or completely signed. These reports can be exported into excel.
How It Works:
A broker emails an agreement to a carrier or driver. The carrier or driver can sign with a single click. Once the document has been signed, both the broker and carrier/driver receive signed copies via email with a PDF file attachment.
Highlight - If a driver has a Smartphone, they can sign on the go! Mobile sign enables people to sign quick and easy without the headache of manual contract processing (paper, print, fax, etc.).
Contact Us - For more information about our esignature solution, call 1-866-983-8877 or email sales@sertifi.com
This year’s conference offered more opportunity than ever! Not only did the 1,600 attendees gain hands-on training and firsthand best-practices but they received the latest developments and plans for Applied Systems products and services. Additionally, they had the opportunity to speak with 70 industry partners (including us!) on the expo floor.
Here are just a few of TENCon 2012′s highlights:
- 50% increase in attendance
- 150+ educational sessions, hands-on product workshops and an expanded partner expo
- Announcement of Applied System’s 2012 Pinnacle Award winners:
- Alliant Insurance Services, Inc.
- Arthur J. Gallagher & Co.
- Harrington Insurance Agency, Inc.
- Hoffman Brown Company
- Willis North America, Inc., a unit of Willis Group Holdings
- Applied Systems launched MobileProducer – app that provides instant access to client info
- Announcement of Applied Systems’ TAM® 12 general release for Nov. 2
- Terry Bradshaw, Hall of Fame football legend and Fox Sports Analyst, confesses man crush on Tom Brady, quarterback for the New England Patriots
Phil Vassar, American country music artist, lit up the stage at Wildhorse Saloon singing “Bye Bye”- John Stojka, co-founder of Sertifi, participated in roundtable session and answered questions on eSignatures
- Art Gernt of Gernt Insurance won our iPad Nano raffle drawing – (congrats, Art!)
Upcoming Webinar!
We’d like to thank everyone that stopped by the Sertifi booth to watch a brief demo of our digital signature solution. Due to many requests, we’re conducting another webinar on Thursday, Sept. 6 at 1 p.m. CST. During the webinar, we’ll perform a live demo, answer attendee questions and share special pricing information for ASCnet members.
REGISTER HERE: http://bit.ly/SertifiInsurance
Contact Us
For more information about our esignature solution, call 1-866-983-8877 or email sales@sertifi.com.
TENCon 2012 is right around the corner and we can’t wait! In preparation of this much-anticipated event, we’re conducting a 30-minute webinar to introduce ourselves and demo our eSignature solution. In addition, we want to share information on our raffle drawing of an iPod Nano at the upcoming event. Details below:
Webinar Invitation
- What: eSignatures for Insurance Industry
- When: Thursday, Aug. 16 at 2 p.m. EST
- Register Here
Sertifi at TENCon 2012
Stop by booth #621 to find out how insurance agents and brokers can better share, collaborate, execute agreements with eSignatures, and stay connected with customers during the entire process! While you’re there, enter our raffle drawing of an iPod Nano! To enter, watch a 30-second demo and drop off your business card. Winner will be selected on Wednesday, Aug. 22 at 2 p.m.
Do home health care professionals spend more time filling out paperwork than working with their patients? According to many home health care agencies, the answer is “YES!” It’s evident that the home health care industry is burdened by excessive paperwork. After speaking with many clients, we came across four major setbacks when it comes to signing documents manually.
Excessive paperwork weighing you down?
Excessive paperwork setbacks within the home health care industry:
- Extra workload- physicians are constantly frustrated by having to sign countless documents and sometimes believe the agency (not Medicare/Medicaid) is responsible for the additional paperwork. Worker retention rates and job referrals could drop as a result of dissatisfaction.
- Time wasted- time is spent chasing paper documents instead of professionals spending time on patient-focused activities.
- Very slow document processing- orders sent via fax or courier tend to experience lag in turnaround time.
- Expensive Costs- manually capturing signatures on documents is thought to cost between $10-$12 per document!
Sertifi’s Paperless Solution
We’re spreading the word about our time-saving, hard copy document-reducing options for several required documents, including CMS Form 485 and face-to-face certifications, which are two forms that slow a home health agency’s ability to be paid quickly by Medicare and Medicaid.
Costs are reduced to about $3 per document by implementing an esignature solution. Our software tracks documents and enables users to know where they are in the signature process. They also can send reminders for documents that haven’t been signed. Resolving this paperwork process electronically also saves time otherwise spent sending items via the postal service, courier or fax machine.
To learn more about our electronic signature solution, please call us at 1-866-983-8877 or visit: www.sertifi.com.
Sertifi, the leading esignature solution provider, reassures potential users that electronic signature software is valid and easy to use by putting an end to some of the common esignature myths.
Many organizations have successfully adopted the use of electronic signatures, which allows them to sign documents faster.
However, some people are still hesitant to accept the idea that electronic signatures are as authentic as ink signatures. Many companies that offer esignature software such as DocuSign, EchoSign, and RightSignature face this issue. That misconception prompted Sertifi, a leader in the esignature industry, to set the record straight on some of the popular myths regarding esignatures. Here are our top four esignature myths:
- Myth: An esignature is not legal in all 50 states
Fact: ESIGN is a national legislation which was approved by Congress in 2000 and it replaces state regulations. - Myth: Special software is required
Fact: There are no hardware or software requirements to capture an electronic signature. To sign an electronic document with Sertifi, simply upload a document and sign using a mouse or your finger. The software comes into play when a company wishes to use Sertifi to send, receive and track contracts and other documents. - Myth: To use the electronic signature software, users must have some technological background
Fact: Anyone can sign a document electronically, regardless of their technological expertise. - Myth: It’s too expensive
Fact: Sertifi allows users to pay based on usage.
“There are no setup costs or annual fees,” said John Stojka, co-founder of the esignature solution company. “We believe our system is the easiest esignature system to use. It is used in the construction, medical, hospitality, and technology industries.”
Sertifi’s user base includes plumbers, builders, truckers, and small businesses, as well as Fortune 500 companies. For more information, please sign up for our demo. We look forward to discussing how our esign solution can benefit your business and help you close deals faster.
Attending the upcoming Microsoft Convergence 2012? We’ll be there too! Stop by booth #1854 for a LIVE demo of our esign solution within the MS CRM application.
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