Business CRM

A salesman is supposed to sell - talk to clients, get to know their needs, propose solutions, close deals, take care of clients. Anything that takes him away from that is wrong. Time spent sending documents back and forth, waiting for signatures and reminding them does no one any good. Neither does the cost of printing, scanning or archiving paper documents.

Who uses Signi in business 

• Register to receive "Green energy from Stredoslovenská energetika - SSE" in a few minutes (CZ)
• Why it makes sense to do real estate business digitally - RE/MAX (CZ)

Benefits of electronic signing in business 

1. Increased performance of the sales network
2. Faster closing of deals
3. Reduced volume of lost business
4. Merchants focus on sales
5. They don't spend time on administration

Examples of use

Sign all documents to close a deal in one email

Signi allows you to send an entire set of documents to a customer for signature - some can be signed by both parties, some only by the customer, and some, such as a VOB or product sheet, only approved - in one email.

Customer sent all necessary documents to close the deal in one set.

For more information see Working with documents in Signi..

Sending documents for signature directly from business/CRM systems 

• In many cases, it is most efficient if traders can send the necessary documents directly from their trading system.
• This way, they stay in their most important application and handle "everything" within it.

Send documents for signature directly from the business system.

See more Signi partner solutions..

Signing the document electronically directly when dealing with the customer 

• The advantage of electronic signing is the absence of paper. The trader can create documents for signature on his computer and sign them directly with the customer.
• Likewise, he can enter the documents into the company system and send it to a tablet running Signi, on which the customer can sign everything necessary.

Signing documents directly during the meeting with the customer.

Campaigns with online deal closure 

• It's great when marketers run an effective campaign where they get potential customers to your website and they enter their contact information there.
• What if customers could also sign documents directly on the site to close the deal fully online - completely on their own or with the support of a salesperson?

Campaigns with an online closing, the customer fills in the details on the website alone or together with the trader, signs the necessary documents on the website or receives them by email. Merchants have an overview of the opportunities and their signing status, including synchronization with the company system.

See example - Registration for "Green energy from Stredoslovenská energetika - SSE" in a few minutes (CZ)

Advanced signatory identity verification 

• You're signing contracts worth millions and want to make sure the right person is actually on the other side when you close a deal online.
• Or are you one of the so-called "AML obligated" who must follow the Anti-Money Laundering Act when identifying yourself?
• Advanced verification of the identity of the signatories - e.g. via BankID or a combination of a viability test, documents and micropayments - may be useful.

Recording or photographing documents as part of advanced authentication.

For more information, see Remote Identification.

Examples of documents to sign 

• Sale: Purchase order, framework agreement, purchase agreement, lease agreement, reservation agreement, work contract, cooperation agreement, price list, terms and conditions - GTC, confidentiality agreement - NDA, personal data processing - GDPR, declaration of origin of funds - AML, affidavit, power of attorney, code of ethics, etc.
• Service: statement of work, handover report, service report, vehicle handover report, home inspection, inspection, complaint, etc.

How can I use Signi? 

• You can use Signi as a standalone application, in partner solutions or connect it to your systems.
• The advantage is the connection to the Bank Identity system - BankID, whose services can be used for signing documents at the "Guaranteed" level, as well as for identification up to the level needed to meet the requirements of the AML law.
• The ability to sign with a variety of signature types from simple SMS to qualified signatures allows you to use the signature that fits your needs - cost, speed of use and legal security.

Need more information? 

• Legal aspects of electronic identification, signing and archiving
• Use Signi as a stand-alone application, in partner solutions or in connection with your systems..
• After advanced customer authentication, you can use Remote Identification..
• Do you sign contracts worth millions? Or do you deal with public administrations? Signing with qualified signatures will come in handy.
• How to send an offer for signature from the web, bot or mobile app. Legally binding. Simple.

What next? Let's do it!

Get started now - Create an account in Signi and start sending your first documents for signature. For detailed instructions on how to get started, see Getting Started with Signi. The first three signatures are free, so you can try the app without obligation.    
Contact us now at sales@signi.com.
	
Let's schedule a video call together - We'd be happy to demonstrate Signi and how to manage and sign business documents. Choose the date that works best for you.