DocSales in Action @Celero

Digitizing Sales Document Workflow Lifts Sales Conversion Over 61%

Industry:

SaaS financial platform

Category:

B2B

Market:

Brazil

CRM:

Pipedrive

Headcount:

>30

DocSales users:

7

Previous tools:

Piperun

Documents:

Contracts

Overview

Celero’s automation platform, which reduces administrative work for accounting departments, has been a hit in South America since the company launched in 2018. Hundreds of marketing agencies, consultants, processional service providers and SaaS technologists have become customers. As sales velocity rose, Celero completely deconstructed its sales process to identify improvements needed to handle more opportunities. The first change was to replace Piperun with Pipedrive. The next priority was to create a fully digitized sales document workflow that includes legally binding e-signatures. DocSales was selected, implemented and has delivered huge results in KPIs and process efficiency. 

Results & ROI

Sales process

Integrating the sales document creation process with the CRM has reduced errors and slashed the time required to create proposals and contracts. 

Process for Sales Reps:

Sales conversion rate increased to 61% after implementing DocSales.

Experience

André Schmitt

Sales Closer

“DocSales creates more efficiency, transparency, and security, for us and our clients. Sales reps have more control of the sales process now. Because of DocSales, each step in the sales funnel is more formalized and faster than before. Since we switched, our sales conversion rate has increased to 61%.”  

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.