Dropbox announced an update to its electronic signature product HelloSign, which will integrate the functions of the inbound marketing service platform HubSpot to help front-line sales staff to instantly grasp the progress of document signing, eliminating the complicated process of manual data entry and investing the saved time in managing and maintaining customer relationships.
Pia Broadley, Head of Dropbox Asia Pacific, said: "Dropbox is committed to listening to our customers and continuously improving our products. This integration and launch of HelloSign for HubSpot is designed to eliminate friction in the sales process for salespeople, helping businesses and individuals work more smoothly, improve productivity, and close more valuable deals."
HelloSign for HubSpot integrates three key features to help you maintain smooth workflows with minimal effort.
The newly upgraded HelloSign for HubSpot integration function is targeted at enterprise sales personnel. Starting from optimizing the user process experience, it helps simplify sales operations through three aspects: a unified interface, real-time tracking and automatic storage.
First, regarding the unified interface, considering that companies may use multiple productivity tools simultaneously, salespeople may experience unnecessary friction when switching between different interfaces and platforms, potentially leading to delays in sales progress due to distraction. Therefore, HelloSign for HubSpot allows salespeople to create and edit contract templates directly within the HubSpot platform, eliminating the need to switch back to the HelloSign interface, thus maintaining smooth workflow.
Secondly, real-time tracking of contract signing progress is crucial. For many salespeople, keeping up-to-date on the progress of important documents is a key KPI. The upgraded integration allows them to send signing requests directly through HubSpot, creating, tracking, and storing documents simultaneously during the signing process. This allows for real-time monitoring of contract signing progress. Furthermore, HelloSign automatically sends reminders on the 3rd and 7th of each month, making contract tracking easier and more efficient.
Automatic storage saves time and allows sales staff to focus more on maintaining customer relationships
Finally, salespeople can create templates for commonly used contracts on HubSpot and sync them with basic customer information on the platform. Contracts signed on HelloSign will also be automatically stored in HubSpot's customer relationship management platform, eliminating the paperwork required to redesign contracts and manual data entry. This allows teams to easily access the latest information and allows salespeople to focus on higher-value strategic tasks such as building and maintaining relationships with customers, helping companies improve their overall competitiveness.
HelloSign for HubSpot allows businesses to streamline sales through a single workflow. Furthermore, this integration significantly simplifies salespeople's workflow, helping them close deals faster and meeting their performance needs. The new integration is available now for all Essentials, Standard, and Premium plans. Try it now.
