Whoever you are, using electronic signatures as opposed to handwritten signatures saves time, money, and increases productivity. However, electronic signature software is not just for signing documents. Many organizations use it to manage their document workflows.
One of the most powerful extensions of electronic signature software is integrating it directly with CRM systems. This has so many benefits, including the ability to automatically populate documents with customer information, track document progress through your sales pipeline, and execute documents from inside of your CRM system.
What are software integrations?
Software integration is the process of bringing together different software applications to create one unified system. Integrations are critical for companies that use distinct software to support different parts of their organization.
Software integrations allow data to flow seamlessly from one application to another. They also allow you to leverage the functions of one application from another system.
How does your CRM integrate with electronic signatures?
There are multiple ways to integrate your electronic signature and CRM software. We provide an open API that allows developers to build custom integrations.
This means that your development team can build the integration into your software however you want.
Signable also has a Capsule integration. This means that you won’t need to do any software development to integrate Capsule.
Why you should integrate your electronic signatures with your CRM
An esignature integration with your CRM saves considerable time for you and your customers. This valuable integration can help you close deals faster, and improve document management. Four key benefits that result from integrating electronic signature and CRM systems are below.
Easily merge data into your documents
A CRM integration allows you to auto-populate data from your CRM into your documents. Examples of data points that you can automatically import include customer names and contact information, document titles, and transaction details.
The auto-population of data lets you create your documents faster and assures that the information within your documents is accurate. It prevents human error that could result in you sending the document to the wrong recipient, or including erroneous data in your documents.
Track document progress in your CRM pipeline
After setting up your CRM integration, you can monitor the progress of your electronic signature documents through the stages of your sales pipeline. The ability to view this information through your CRM system makes it far easier to track the progress of active deals and prevents you from having to switch between systems.
In the CRM system, you can see whether or not a document has signed, and when your document has been opened, edited, or commented on. This allows you to identify the specific reasons why your documents have not been completed, and send reminders to those who still need to sign.
Execute documents in your CRM system
Most CRM and eSignature integrations let you create, edit and execute all of your documents from within your CRM. This is a significant time-saver for your entire team that can now handle all parts of your document workflow from one window. You can also send out your documents for execution more easily because all of your contacts are already inside of your CRM platform.
Smart file storage
CRM integrations also enable you to access your documents through your CRM system. Oftentimes, CRM systems provide unique systems for organizing your electronic documents. This can make it easier to store and locate documents in the future. For example; you can categorize and view your documents based on whether they’re tied to an opportunity, lead, or account. You can also easily find all documents that relate to each customer account.
There is no question that using electronic signature software to handle and execute your documents is better than using pen and paper. However, the value of using electronic signature software increases significantly when you integrate it with your CRM system.
Together, your systems will let you auto-populate data into your documents, track the progress of your documents through your sales pipeline, and save time by executing and storing documents via your electronic signature integration with your CRM.
Ideally, your electronic signature software and CRM systems come with a pre-built integration. If not, you will have to build your own integration or leverage a tool like Zapier to connect the systems.
Fortunately, Signable has built an integration with Capsule, which makes using the two solutions advantageous for customers that currently use one of the two products.
Amy Yang is a Research Analyst at SoftwarePundit, a technology research firm that offers advice, information, and tools to help small businesses successfully adopt technology. Here she conducts in-depth analyses on software markets, including eSignature software.
She is a graduate from NYU with a bachelor’s degree in Media and Communications and a minor in Web Programming and Applications. Amy spends her free time dancing with her team, Synchronic, and playing video games like HollowKnight and Cuphead.