Zoho Sign + Zoho CRM : la solution pour simplifier vos accords de vente

Zoho Sign + Zoho CRM : la solution pour simplifier vos accords de vente


La conclusion d’un contrat de vente nécessite de nombreuses étapes : préparation de documents, validations successives et collecte des signatures. Les équipes commerciales passent souvent par plusieurs cycles de collaboration et de révision, tout en assurant la confidentialité et la sécurité des informations échangées. Zoho CRM digitalise ces étapes. Associé à Zoho Sign, il permet d'envoyer, signer et suivre les accords directement dans l’interface CRM, éliminant les lourdeurs du papier.

Le parcours d’un accord commercial

Pour la plupart des équipes de vente, le processus d’élaboration d’un accord consiste à créer des documents à partir de zéro, les modifier, négocier, les retoucher encore, puis attendre les validations nécessaires. Si toutes les parties sont en phase, le document est signé. En cas de désaccord, il faut reprendre le travail depuis le début. Qu’il s’agisse d’accords de confidentialité, de bons de commande, de factures ou de devis, chaque document exige une grande précision.

Les limites du papier et de l’absence de digitalisation

Lorsque les processus ne sont pas digitalisés, de nombreux problèmes peuvent apparaître : erreurs, lenteurs et failles de sécurité.
  1. Délais prolongés - Chaque phase de négociation ou de révision s’allonge dès lors qu’elle est réalisée manuellement, surtout quand il faut adapter les conditions à chaque client. Rédiger, modifier et collaborer jusqu’à trouver un terrain d’entente ralentit considérablement la conclusion d’un accord.
  2. Erreurs humaines - Les documents traités manuellement à répétition présentent un risque accru d’erreurs. Un envoi erroné ou l’utilisation d’une version dépassée peut compromettre la confidentialité et forcer les équipes à tout recommencer. Une attention continue est nécessaire pour assurer l’exactitude et l’intégrité des documents.
  3. Contraintes de stockage - Le papier occupe de l’espace, se perd rapidement et peut être accessible à des personnes non habilitées. Les documents confidentiels exigent un stockage sécurisé. En cas d’urgence, des archives mal organisées peuvent retarder le processus et faire perdre des occasions.

Comment l’intégration de Zoho Sign transforme les workflows et accélère les ventes

Grâce à son intégration avec Zoho CRM, Zoho Sign permet d’envoyer et de faire signer des documents directement depuis l’interface CRM, de créer des modèles personnalisés, de personnaliser les emails et de partager des documents depuis des modules CRM spécifiques.
  1. Accès abordable - Le plan gratuit de Zoho Sign et l’essai gratuit de 14 jours vous permettent de découvrir ses fonctionnalités avant de souscrire à l’un des plans payants (Standard, Professionnel ou Entreprise).
  2. Intégration simple aux workflows existants - L’extension Zoho Sign se télécharge facilement depuis le Marketplace de Zoho CRM. Une fois installée, vous pouvez envoyer des documents ou collecter des signatures directement depuis le tableau de bord Zoho CRM, sans avoir à changer d’application.
  3. Suivi instantané - Restez informé de l’état des workflows de signature et des documents envoyés directement depuis l’enregistrement CRM concerné. Vous pouvez consulter le statut de tous les documents envoyés via l’extension Zoho Sign depuis votre compte Zoho CRM.
  4. Envoi en masse simplifié - L’envoi d’un document à plusieurs destinataires peut être long. Grâce à la fonction d’envoi en masse de Zoho Sign, vous pouvez collecter plusieurs signatures simultanément, sans quitter l’interface Zoho CRM.
  5. Documents personnalisés rapidement - Grâce aux modèles de mail-merge, fusionnez facilement les données CRM dans vos documents avant de les envoyer aux destinataires depuis le tableau de bord CRM.
Les ventes n’ont jamais été aussi simples grâce aux signatures électroniques juridiquement contraignantes de Zoho Sign. Si la paperasserie fastidieuse liée à chaque transaction vous pèse, essayez l’extension Zoho Sign pour Zoho CRM et simplifiez l’automatisation de vos workflows de signature.

Référez-vous à notre guide de l'installation et l’utilisation de cette extension. Joyeuses signatures !

L'équipe Zoho France


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