Streamline your sales workflow and get to the finish line faster
The world of sales is hard, fast, and constantly moving. You need a platform that can keep up, and cut down on wasted time searching for the latest price sheet or pitch deck. From the first email to the final signature, get instant access to everything you need with Dropbox.
You never know when a lead might come through. Whether you’re in the office, on the road, or anywhere in between; it pays to be ready for anything. Dropbox makes it easy for you to keep your salespeople informed and equipped with everything they need.
When delays can be the difference between landing or losing a prospect, a seamless workflow can mean everything. Built with collaboration at its heart, Dropbox makes it effortless for teams to function as one and get that proposal out the door.
When you’ve put in all the work getting there, the last thing you need is a delay at the final stretch. With Dropbox’s eSignature capabilities, closing a sale has never been so satisfyingly simple.
Speed up critical points in your process
Use eSignatures for everything: from NDAs and scopes to final proposals and pricing. Create turnkey templates for the documents you use in every deal, allowing you to create signature-ready contracts in record time.
Break the bottlenecks that bog down deals
Track comments or questions on important documents, with built-in reminders and notifications to improve completion rates.
Respond to unexpected changes in an instant
Easily add signers, resend agreements with changes, and delegate signing to the correct person. It’s always good to be prepared if things change or you make a mistake.
Optimize your sales process and get contracts signed without ever leaving Salesforce
With HelloSign for Salesforce, your sales team can create, send, and sign agreements from the tools they are already using.
Frequently asked questions
What is a sales workflow?
A sales workflow is a series of repeatable steps through which sales teams move a prospective customer from an initial contact through to closing a final sale. Examples of steps might include prospecting, demonstrating value, and handling objections. By having a sales workflow, teams can ensure that each salesperson knows exactly how to approach each lead, improving both the consistency and efficiency of the department.
How can Dropbox help to improve the sales workflow?
Dropbox makes it easy to access common files and templates, as well as sharing documents seamlessly. This works hand-in-hand with the sales workflow process, allowing teams to create specific files for each step, which sales reps can then access whenever they need them.
Does Dropbox have eSignature functionality?
With HelloSign you can electronically request and add legally-binding signatures to customer contracts. This can help to speed up the sign-off process once your sales proposal has been accepted and you are ready to close the deal.