Imagine a salesman's workday!
What activities does he perform throughout the day?
- Sends materials and information via email
- Schedules activities and adds tasks in the CRM
- Follows up via email, WhatsApp, or phone
- Prepares commercial proposals
- Saves PDF and sends it for electronic signature
- Sends the new client to the finance department, which manually registers in the billing system
How to ensure all activities are performed at the correct time, according to the sales methodZology?
Did you know that...
72%
of salespeople's time is spent on administrative tasks not related to new revenue.
66%
of salespeople say they waste a lot of time switching between unconnected tools.
80%
of sales require at least 5 follow-ups, but only 8% of salespeople make 5 or more attempts.
Operational activities takes
72% of of sales rep's time!
The challenge for high-performance sales teams
is to eliminate each of these sales offenders.
The DocSales 360º automates the main activities of the
salesperson without leaving the CRM screen.
- Automatically prepares Proposals and Contracts
- Sends for electronic signature eSign
- Creates tasks in the CRM (salesperson’s checklist)
- Registers the new client in the financial system
Everything without leaving the CRM.
The CRM contains all the information about opportunities, leads, and the salespeople’s routine.
DocSales 360º detects everything the salespeople do and triggers actions that are carried out automatically.
And the salesperson only needs to use one system the entire time. Focus is strength!
Your way, every time
DocSales 360º detects everything that is done in the CRM.
As activities are performed, "when this happens", a sequence of activities is carried out "execute the action"
There are endless automation possibilities according to your rules.
Preparation of proposals and contracts
Document templates are created in Google Docs or Slides and configured with variables within {{keys}} that are replaced with information from the CRM opportunity.
Forget Word and ctrl+c ctrl+v, everything is now done automatically.
Unlimited Electronic Signature
With advanced tools for salespeople:
•Document read alert
•Rejection form with customized questions
•Batch signing, allowing you to sign multiple documents at once
•Signing order
•Signer validation via SMS
Let's talk.
If your company has 3 or more salespeople and believes that task automation can unlock your growth, schedule a free consultation with our specialists.
eSign & Pay
he eSign & Pay handles payments via PIX or credit card at the time of document signing.
It can be used for advanced signature validation or to charge for the service or product sold.
Automatic Billing
Signed contract? With integration with financial systems and ERPs, billing for new clients is 100% automatic and requires no manual work.
In 2023...
$100+
Million
in business closed by our clients
378.849
documents signed, equivalent to a 45-story building of stacked sheets
767.868
People have signed at least 1 document through DocSales
+8.000
salespeople in Brazil, the United States, Europe, and Australia
And the fastest-growing companies trust DocSales.
Conheça nossos cases de sucesso
Let's talk.
If your company has 3 or more salespeople and believes that task automation can unlock your growth, schedule a free consultation with our specialists.
