DocSales in Action @Caio Bana

Forty-year-old Company Closing More Deals
with Smaller Sales Team Thanks to DocSales

Industry:

Workplace safety, compliance, marketing and advertising

Category:

B2B

Market:

Brazil

Founded:

1981

Customer since:

2019

CRM:

Pipedrive

Previous tools:

Excel and Microsoft Word

Documents:

Contracts, GDPR agreements

Overview

Caio Bana operates in four industries, providing hundreds of Brazilian companies with workplace safety, certifications, compliance and marketing and advertising services. After implementing Pipedrive as part of an overall sales automation improvement focus, they then investigated how to upgrade the creation of sales and specialty documents, such as Disney Certification, ABVTEX and GDPR agreements. Caio Bana ended up replacing its heavily manual Excel and MS Word process with the automation of DocSales. Results have been so dramatic—sales documents now take just minutes to prepare and share—that company CEO (son of the namesake founder) Caio Bana refers to DocSales as a “blessing in my life.”

Results & ROI

Sales Process:

“Now with DocSales, everything is automated and integrated with our CRM.”

Prep Time:

Reduced time to create sales proposals from 30 to under 5 minutes. 

Experience

Caio Bana

CEO

“Thanks to DocSales, we can close a lot more deals with a much smaller sales team. If you manage a sales team of any size, implementing DocSales is a very smart business decision.” 

Software that Shortens Sales Cycles

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Proposals

Perfectly personalized for prospects without you actually having to do very much.

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Quotes

Error-free quoting. Confirm details with a SOW then share by email and WhatsApp.

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Contracts

Branding and fine print. An error-free, close-ready contract with the T&Cs and integrated e-signing.

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E-Signing

Closing convenience and security in a click. Simplify life for your customers and sales management.