Adapt to win with DocuSign for Salesforce

Salesforce lies at the heart of many sales teams, yet to close a deal, sales reps often face manual processes like copy/pasting data in and out of different platforms to move a deal forward. Not only can this be error-prone, but it also leaves reps with less time to do the work that matters most.

With DocuSign eSignature for Salesforce, you can integrate the most important aspects of the selling processes directly into your CRM platform. 

During this session, hear how Prospa is providing small businesses with loans up to $500,000 within 24 hours.

We’ll demonstrate how to: 

• Set-up a template to quickly pull in Opportunity and Account data 

• Sign an agreement via mobile

Featured Speakers: 

Bethany Nyberg, RVP Commercial Sales ANZ, DocuSign

Alison Binskin​, Head of Business Enablement, Prospa

Edward Ratanasena, Solution Engineer, DocuSign