Working Remotely is on the rise in response to the global COVID-19 pandemic. However, analysis about remote work found that over the last five years, the number of people working remotely has increased. This trend may continue even after the current pandemic due to the productivity results remote work delivers to business owners. If your sales team is composed of remote workers, you can benefit from a variety of technology solutions that were built to support this workflow.

Step 1: Keep workers connected and productive with CyclCRM

While transitioning to remote work, focus on keeping your employees connected. For any organization still looking for the right tools to assist with this, consider cyclCRM’s offerings:

• Integrated credit app that can be placed on your company’s website and allows file sharing
• Text messaging, Instant messaging and emails
• Campaign rules used to create automated messages and/or alerts to prospects, customers or internally to employees

The benefits of tools like these for employees are centralized spaces to store and retrieve documents and real-time communication and visibility into workflows for all members of a team. These collaboration solutions offer businesses improved productivity whether teams are together or apart.

Step 2: Routing contracts for electronic signature with DocuSign

Once the prospect originated in CyclCRM turns into a customer. We can continue to assist the customer remotely with DocuSign eSignature. Electronic signature solutions allows sales teams to send contracts for signature to anyone with an email address. Rather than waste time and money printing, signing, scanning, faxing and mailing contracts for completion, agreements can be digitally sent and signed from a computer or mobile device. Teams can also track where agreements are in the approval process, making collaboration easier. The best part is that electronic signature is fast and easy to set up.

Step 3: Invest in a successful remote agreement workflow with Digital Loan Jacket

After moving to e-signature, organizations can invest in avoiding manual document processes. Key word “Contract lifecycle management (CLM)”. DocuSign doesn’t lose its value once the customer signs the contract and is out the door. The DocuSign contract can be easily stored and managed within Digital Loan Jacket. Digital Loan Jacket is considered as a a broad library of documents which includes the customer’s contract and other documents such as paycheck stubs and pictures of driver’s licenses. These documents stay with the loan throughout its life cycle. Digital Loan Jacket allows documents to be stored, tagged and organized in one place at the customer level.

With CyclCRM, DocuSign and Digital Loan Jacket your team can increase productivity while working remotely. Learn more about these tools for your sales teams by contacting Deal Pack Pro toll free at 1-800-526-5832 or at Support@ABCoA.com.