Real-time synchronization When the sales agent collects the customer’s signature, CRM instantly updates the signature and records the corresponding record in each module. This way, everyone can access the latest information and view the signature at the same time.
How does the signature field differ from Vtiger’s e-signature integration?
While both signature fields and e-signature integrations are used to capture electronic signatures, they differ in a number of ways:
Let’s explore the benefits of using a signature field.
Using the Signature field, you can:
- Eliminate the need for manual paperwork singapore phone number data and speed up processes such as contract approval, service completion and order confirmation.
- Reduce costs associated with printing and storing files at physical locations.
- Capture signatures anytime, anywhere for increased flexibility.
- Integrate seamlessly with different modules and make them accessible within the CRM system.
- Reduce paper waste by promoting more sustainable business operations.
Real Examples
The implementation of signature fields will prove to be very useful for businesses to sign documents online. Let’s explore more scenarios where signature fields can play a huge role:
- For sales orders: Sales representatives can complete orders by visiting customer locations and collecting signatures directly. This feature is essential for quick decision making and order processing.
- For service management: Computer the best business books to pack on vacation technicians can complete maintenance or repair work on customer equipment and capture signatures on any electronic device, updating work order status in real time.
- For healthcare: Patient consent forms can be signed digitally and you can ensure accurate and timely records.
In short, Vtiger’s Signature Block provides a secure and convenient way to process signatures without the need for paper or further installation.
Interested in streamlining your workflow with pre-loaded signature fields?
McKinsey1 reports that companies2 that integrate b to c database third-party applications can outperform their peers. Today, we see companies leveraging external applications for specialized business activities such as marketing campaigns, accounting, etc. However, this practice also has disadvantages.
Let’s say you own a large e-commerce business with separate systems for inventory management and order processing. When a customer contacts your support team about an order, the agent might have to look through multiple external applications to retrieve relevant information. This is time-consuming and doesn’t allow access to real-time data, or you might need to duplicate data.
What do you think is the perfect solution to
achieve a 360-degree view of external data without duplicating the data in the server? This is where zero-copy integration comes into play.
Zero-copy integration or zero-copy cloning will revolutionize the way enterprises handle data across multiple applications. Let’s take a closer look.
Understanding Zero Copy Integration
Zero-copy integration is a data management technology that enables you to access and modify data in external applications from within your CRM system or other software.
