DocSales in Action @Vispe

Consulting Firm Living the Dream After
Digitizing Its Manual Sales Process

Industry:

Investing and financial consulting

Category:

B2B

Market:

North and South America

CRM:

RD Station

Previous tools:

PDF, scanning

DocSales users:

4 sales reps

Functionality:

Sales automation, e-signing

Documents:

Contracts, channel sales agreements

Overview

With offices in Brazil and Miami, Vispe Consultoria Empresarial (aka Vispe Capital) provides strategic and financial consulting services to the North and South American Internet Service Provider market. Partnering with investment funds, entrepreneurs and investors interested in technology and innovation, its services range from fundraising and corporate restructuring to mergers and acquisitions. By implementing DocSales, Vispe replaced a heavily manual, cumbersome and time consuming process with a completely digitized workflow that delivers efficiency and visibility.

Experience

Maria Eduarda

Sales Manager

“Before DocSales, our sales process was very manual and not very friendly. To sign contracts, clients had to print out, manually sign and scan documents. This delayed closing deals. While looking for a digital signature system, we found DocSales. It was our first choice because, in addition to having the digital signature process we wanted, it also tracks everything for us. We know how long clients take to review a proposal and how many people access it. It’s important to know.” 

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.