subject: Remote Job Sheet Sign Off Using Crm [print this page] If you're struggling to find a solution to decrease the amount of time it takes to get a legally binded signature straightaway using CRM solutions then a CRM mobile signature application is what you need. You always have the tendency to go through one document format to another (for instance as consultant, you'll need a job sheet approved and signed by clients); getting it signed from a CRM causes a bit of delay having to send it out via email, then print, sign, fax, scan and again integrate into CRM document to reach the client. Nowadays, it's not anymore a problem because it has now developed a better solution to create faster transactions and that is utilizing Customer Relationship Management with mobile applications. Through this, your clients can sign off job sheets and other relevant documents from their consultants' mobile device (on a touch screen) via a central access from the client portal. Once they sign a document, it will be automatically saved as their CRM file along with the attached secured signature. Once the signing is done, it already captures their signature directly on the web portal that saves time, eliminates use of numerous papers and errors, and as a result, optimizes time, reduces costs and increases the ROI because of the fast turnarounds. Gone are the days when clients need to wait a bit longer to be able to receive the documents that are due for signing or even having to meet face-to-face always to make sure everything's signed securely. Having CRM mobile signature already provides a one-stop solution to get things done as easy as that because from there, their signatures are guaranteed to get into the right place and stored to the right system. Therefore this makes it everything centralized. There's the access to job details whether on the web or remotely by just logging into the web portal using secure log in, the job sign off and the email confirmation. The way it works is that once the client signed the job sheet, an email will be sent to them confirming all the signed documents within the CRM system. This includes a PDF attachment of the signed-off job sheet containing all the captured details plus the client's signature. The email confirmation on the other hand contains record of the job sheet approved by the client and further details regarding the job signed-off which completes the communication process.
CRM mobile signature is definitely a portable advantage for both consultants and clients wanting to have smoother transactions when signing documents. With the use of this technology, customer relationship management becomes a stronger business platform as you and your customers can reduce chances of errors, lack of security and compliance. Do business on-the-go without having to go to the office. This is widely compatible with a number of devices e.g. iPhone and iPad, Android phones and Android tablets.
by: Patrick Walsh
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