DocSales in Action @Vindi
DocSales Slashes Sales Cycle Time for SaaS Star
#SalesAutomationFTW
Industry:
Billing and payments
Category:
B2B
Market:
Brazil
Founded:
2013
Customers:
>4,000
CRM:
Pipedrive
Sales team:
20
Previous tools:
Excel
Overview
With the rise in subscription business models, Vindi launched in 2013 to provide payment services to companies with recurring billing needs. After 18 months of managing sales in a spreadsheet, Pipedrive was rolled out to create more structure. As sales velocity increased and the 4,000-customer threshold was crossed, Vindi identified a growth bottleneck- it was taking far too long to create sales proposals. Sales Manager Alexandra Papangelacos looked for a way to automate that step and found DocSales. Sales automation has been a hit for Vindi with sales cycles plummeting.
Results & ROI
Sales Cycle:
Reduced by 8 days.
Prep Time:
Proposals now take less than 10 min.
Experience


Alexandra Papangelacos
Sales Manager
“Now, because our CRM and DocSales are integrated, sales reps can create proposals in less than 10 minutes. We send proposals through Whatsapp, customers sign quickly and then soon after we invoice them. With this new system, DocSales reduced our sales cycle by 8 days.”
Software that Shortens Sales Cycles
Proposals
Perfectly personalized for prospects without you actually having to do very much.
Quotes
Error-free quoting. Confirm details with a SOW then share by email and WhatsApp.
Contracts
Branding and fine print. An error-free, close-ready contract with the T&Cs and integrated e-signing.
E-Signing
Closing convenience and security in a click. Simplify life for your customers and sales management.