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Business Challenge:
Autobytel had a completely paper-based process for getting contracts signed and stored. On average, it took one and a half weeks to launch service to customers from the time the contract was signed. Printing (paper, ink cartridges maintenance, etc.), scanning, faxing, shipping, and storing contracts were expensive and labor-intensive.
In many cases, sales people would walk into the customers’ office to get hand signatures and then fax or ship the contracts into an Autobytel office. Once received, it would take an additional 6 business days to process the order. Contracts redlined in ink that are ineligible for processing were being sent in delaying the contract process even more.
Paper contracts were stored by a third-party company at an off-site location which cost Autobytel recurring cost per month. If an original copy was needed, Autobytel would pay additional fees to have the box containing the contract shipped back. Autobytel would then sift through hundreds of contracts to find the specific contract. Once found, Autobytel would pay to have the box shipped back to the storage unit.
Sertifi Solution:
Autobytel integrated Sertifi into Salesforce to streamline workflow processes and shorten the contract conception to life process. By installing the pre-built application, Autobytel reduced its operating costs and services customers faster. Sales people now send contracts for signature directly from Salesforce eliminating the tedious tasks surrounding the manual contract process. They can send a contract for signature with a single-click and customers can sign within minutes.
Autobytel automated the contract approval process. Autobytel no longer manually reviews and approves each contract. Contracts sent include required fields eliminating missing or incorrect data. Contract issues of added amendments or handwritten redlines no longer occur. All contracts received are complete and ready for processing. Signed contracts are then stored electronically eliminating costs of storing paper. Retrieving a contract which once took days now takes just seconds!
The Results:
Autobytel closes more deals and generates more revenue while reducing operating costs. Service is offered to customers the same day the contract is signed! Customers appreciate the outstanding customer service and convenience of electronically signing.
Worker productivity increased significantly. The contract preparation and approval team was reduced from eight to two employees enabling six employees (240 hours per week) to contribute more time to revenue-generating activities.
Moving to a paperless environment saves Autobytel thousands of dollars each month. Money saved can be used toward continued business improvements strengthening Autobytel’s revenue generating service(s).
Try Sertifi for Salesforce Today
Sertifi for Salesforce, a pre-built eSignature app built 100% on the force.com platform, is available on the AppExchange. Installation takes less than 5 minutes. Trial Sertifi for Salesforce for free!
Contact Us
For all sales inquiries, please call 1.866.983.8877 or submit a request form.
About Sertifi
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 Co
The AHHC of North Carolina’s 41st Annual Conference and Expo is less than two weeks away! Sertifi will be located at booth #58 on the Sheraton Imperial Hotel & Convention Center floor April 29-30 to share the benefits of using eSignatures within the home and hospice care industry.
Benefits of using Sertifi within the home and hospice care industry:
• Streamline business processes
• Reduce costs of paper, print, fax, etc.
• Increase time spend with patients
• Increase job satisfaction
• Secure storage of signed agreements
• Strengthen referral relationships
Jessica Hughey, marketing manager, will be manning the Sertifi booth and conducting live demos of the eSignature solution for signing 485 plan of care agreements, certification forms, physician onboarding forms, ACA agreements, and related documents.
Attendees and exhibitors are invited to stop by the Sertifi Booth for a 2-minute demo of the eSignature tool. Also, drop off a business card as entry into a raffle drawing of a brand-new iPod nano.
Interested in trying eSignatures today? Sign up for a free account now. The complimentary account includes 5 eSignatures per month. Signing up takes as little as five minutes.
About Us
Sertifi provides eSignature and other business solutions that speed the last mile in the sales process. Sertifi is the industry’s most trusted Web service API, which enables integration into existing systems, or pre-built connectors into leading platforms such as Salesforce and Microsoft Dynamics CRM. Sertifi is trusted by leading companies including Cricket Communications, CareerBuilder, Washington Post, Tribune Company, and WildBlue.
Contact Us
Call 1.866.983.8877 or email sales@sertifi.com
All About AHHC
AHHC is one of the oldest and largest organizations of its kind in the nation. AHHC represents over 825 agencies serving patients in all 100 counties. North Carolina home care and hospice agencies employ 100,000 and provides in home care and/or hospice service to over 500,000 North Carolinians. For more information, visithttp://www.homeandhospicecare.org.
Some of the most interesting stories around are from entrepreneurs willing to take an idea and turn it into a business. Tom Sosnoff, CEO of tastytrade and host of “Get Tasted,” and his hilarious team sat down with Sertifi Co-Founder Nick Stojka to get a taste of how companies like CareerBuilder, Ritz-Carlton, and WildBlue are using Sertifi to close business faster.
Watch the tastytrade clip to get an inside look at Sertifi, the #1 Closing Platform for sales teams!
About tastytrade
The tastytrade Network was founded in August 2011, as an Internet-based channel for original financial news, investment strategies, and entertainment for the masses, with programming geared to various investment levels, from beginner to professional. Members get access to exclusive programming, trade ideas, plus significant discounts to investing products and services.
tastytrade currently produces seven hours of original, live programming every weekday, with “Get Tasted,” “The LIZ & JNY Show,” “Ask Slim,” “Last Call,” and “Sneek & the Geek.” tastytrade is available at www.tastytrade.com, on iTunes, Apple TV, Apple Radio, and on Roku. Programming is archived, cataloged and accessible 24/7 at tastytrade.com. See shows for the latest line-up of programming.
About Sertifi
Sertifi is committed to speeding the last mile of the sales process. Sertifi provides eSignatures and other business solutions that help organizations close deals faster. Sertifi is the only Closing Platform of its kind that enables sales teams to quickly reach agreements with customers and then execute the deals with electronic signatures.
Please call 1.866.983.8877 or email sales@sertifi.com for information on our electronic signature software.
Sertifi now offers a free eSignature account that includes 5 eSignature sends per month. No credit card or obligations. Simply, sign up to start sending agreements for electronic signature today!
Who Benefits from the Free Account?
Sertifi’s free account is perfect for those sending few agreements for signature per month. It’s also great for people interested in trialing the paperless solution altogether. Did we mention? Creating a free Sertifi account takes less than 2 minutes!
The free account also includes our latest collaboration feature, Deal.Stream. Deal.Stream helps speed the sales cycle by providing a central space for senders and signers to communicate and close agreements with eSignatures. Check out our short overview video of the time-saving electronic signature software.
Steps to Create a Free Sertifi Account:
- Visit www.sertifi.com
- Click the green “Get FREE Account” button
- Complete the necessary fields and click “Next”
- Agree to terms and click “Create Account”
- Verify account by clicking the link within the confirmation email
Contact Us
Please call 1.866.983.8877 or email sales@sertifi.com for information on our electronic signature software.
About Us
We’re committed to speeding the last mile of the sales process. We provide eSignatures and other business solutions that help organizations close deals faster. We’re the only Closing Platform of its kind that enables sales teams to quickly reach agreements with customers and then execute the deals with electronic signatures.
We’re pumped to reveal the newest feature, Deal.Stream, of our Closing Platform at Convergence in New Orleans! The Sertifi team will be located at booth # 2308 on the expo floor and will perform live demos of the electronic signature software March 18 – 21.
What’s Sertifi Deal.Stream?
Deal.Stream is a new social collaboration feature created specifically for sales-oriented teams. The feature enables reps to send agreements, collaborate with customers on deals, and execute agreements with eSignatures all within a central space.
We took the principles of social networks such as LinkedIn, Facebook, and Twitter, commonplace in the consumer world, and applied them to our Closing Platform. The functionality and usability are as easy as the social media networks used by hundreds of millions of people.
At Sertifi, we understand that it’s important customers can easily do business with you. That’s why we created the new feature to better help reps and customers reach agreements. Deal.Stream replaces back-and-forth email exchanges and lengthy conversations getting others updated on the deal status with a central space to facilitate and accelerate negotiation activities during the last mile of the contract process.
Benefits of the Deal.Stream include:
- Complete transparency into deal status
- Respond to customer inquires in real time
- Track and manage all deal activity
- Option to add others to join the conversation
- Easy solution for redlining agreements
- And more
Watch our Sertifi Overview Video [1:26 minutes] of the Closing Platform including Deal.Stream and eSignature.
Sertifi can be integrated directly into Microsoft Dynamics CRM and is built 100% native on the application platform. If you’re interested in shortening the sales cycle and increasing close rates, please call 1.866.983.8877 or email sales@sertifi.com.
The Sertifi Team Manning Booth #2308 at Convergence:
- Steve Chamberlin, VP of Sales (Monday – Tuesday)
- Jessica Hughey, Marketing Manager (Monday – Thursday)
- Kevin Benham, Account Manager (Monday – Thursday)
- Josh Sebor, Director of Sales (Tuesday – Thursday, Josh will be in and out of sessions)
If you’re attending Convergence 2013 and have questions about Sertifi, please email Jessica Hughey at jhughey@sertifi.com.
We’ll see you in the Big Easy!
Well…that’s a wrap! We’re excited to have finished production on our first stop-motion animated video. The short video (1:26 minutes) gives a glimpse inside the #1 Closing Platform and shows how sales reps can use Sertifi to close business faster.
The video highlights Deal.Stream, our latest collaboration feature, that offers sales reps and customers a better way to reach agreements and then quickly execute the deals with eSignatures.
Watch our short video. When you’re done, sign up for a free account which includes 5 streams (eSignature sends) per month!
The video was created by Sean Duran Studios. Special thank you to Sean and his team for working with us.
About Us
We’re committed to speeding the last mile of the sales process. We provide eSignatures and social business tools that help organizations close deals faster. We’re the only Closing Platform of its kind that enables sales teams to quickly reach agreements with customers and then execute the deals with electronic signatures.
Contact Us
Please call 1.866.983.8877 or email sales@sertifi.com for information on our electronic signature software and closing solutions.
Our website recently had a major makeover and we want to know what you think! The renovated website (located at http://www.sertifi.com) combines an innovative design with fresh content for those interested in electronic signatures and other tools that further automate the signature process.
The site better represents Sertifi, the #1 Closing Platform, relays essential product information, highlights Sertifi Deal.Stream, and promotes our Free Account to visitors.
The homepage showcases information on Sertifi Deal.Stream, a new collaboration feature that enables you and customers to easily negotiate deals and close business faster with eSignatures.
What else is new? We’re now offering a Free Sertifi Account which includes 5 streams (eSignature sends per month). Did we mention? The new Sertifi Deal.Stream feature is included within the free account!
The site also offers industry information for insurance, healthcare, high tech, hospitality, and staffing. When professionals visit http://www.sertifi.com, they can easily find information pertaining to the benefits of using our electronic signature software and customer testimonials relating to their industry.
Major Updates to the Sertifi Website:
- Free Account
- Sertifi Deal.Stream, New Collaboration Feature
- Sertifi for Industries
- Video Demo – NEW Video: How Deal.Stream Works
- and much more!
Contact Us
Please call 1.866.983.8877 or email sales@sertifi.com for information on our eSignature software and closing solutions.
About Us
We’re committed to speeding the last mile of the sales process. We provide eSignatures and social business tools that help organizations close deals faster. We’re the only Closing Platform of its kind that enables sales teams to quickly reach agreements with customers and then execute the deals with electronic signatures.
Customers can access our solution through our leading eSignature API, pre-built Salesforce and Microsoft Dynamics CRM integrations, and Web Portal. Leading organizations including Pitney Bowes, U.S. Air Force, CareerBuilder, and Cricket Communications trust our eSgnature and closing solutions.
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.
We couldn’t be more excited to join forces with Luceo Solutions, a leading provider of recruiting technology. Luceo will now provide its clients a simplified and electronic method for onboarding top talent! Using our secure electronic signature solutions, Luceo can now further streamline its clients’ recruitment activities.
How The Fully Integrated Solution Works
- Luceo’s clients are able to send customized and branded onboarding documents for 300+ document types to candidates for eSignature
- Key events are captured along the way such as signature information, email verification and user acceptance
- Employers can view the real-time status of documents in progress directly from the Luceo interface and review detailed reporting on signed documents
- Organizations benefit from having a complete and detailed audit trail of all signed documents
Benefits Include:
- Expedite onboarding process
- Candidates quickly eSign paperwork – no hassle with print, sign, fax/ship
- Enhance overall candidate experience - ease of working with company
- Environmentally friendly signing method
- And much more!
Straight from Mary Delany, Luceo Solutions CEO
“Employers already invest significant amounts of time and resources into finding right-fit talent. The use of paper documents during the onboarding process further encroaches on time that can be spent on more important initiatives. Our advanced software helps growing companies to speed up their recruiting activities; by integrating Sertifi’s eSignature solutions into our platform, we can further enhance and simplify the entire hiring process.”
About Luceo
Luceo provides recruiting technology that takes the challenge out of hiring great talent. It is the only Web-based recruiting technology solution that offers the depth and breadth of features in an interface that is quick and easy to use. Everything is one click or less away.
Luceo’s software, combined with consultation from our team of seasoned human resources experts, refines recruiting processes, automates workflows, streamlines communication between recruiters and hiring managers, and delivers measurable results.
For more information, please visit www.luceosolutions.com.
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