ConnectAndSell vs. DocuSign

If your organization relies on outbound leads through cold calling, this is a great tool for you. ConnectAndSell definitely made the associate's jobs easier at our company and allowed them to produce greater output than they could have done manually without such a tool. This tool is less appropriate if cold calling isn't a big part of your company's lead generation efforts.

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This product is well suited in the use case that I provided before: when it comes to onboarding employees and providing a clear channel for decision making for human resources, this is an excellent tool to accomplish that. I would say the weak points is when you have back and forth communication with users that it might seem a little redundant to have that back and forth communication in that scenario.

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• Builds lead lists.
• Maximizes connections with prospects.
• Provides guidance for how to approach future prospects.
• Leaves strategic voicemails for prospects.
• Sends emails based on programmable metrics.

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• Ease of sending the same document out to multiple recipients, at multiple locations, for multiple signatures
• Quick turnaround - once the recipient signs the document, we receive notification and the document back immediately
• Can resend, alter, change, and/or add to the email and/or document that is sent out very easily
• The recipient can save the document after signing, so they too have their own electronic copy for their records

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• One thing that's been difficult about Connect and Sell is some people can tell you've been patched through so if you can work past the initial conversation it ends up working great.
• The system has worked great with outreach which we've integrated our contacts directly into the system. Because of this the connection between outreach and connect and sell don't always communicate calls and metrics which are crucial for us to know conversion rates.
• We had a hard time getting the system implemented quickly and working the way we wanted it to. Because of the implementation specialist we were working with problems weren't solved quickly rather they were worked through quickly however they were solved.

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• Tracking, particularly when collecting signatures through connected applications, such as an ATS, is not always clean or easily traceable.
• Formatting documents to handle electronic signature types (signatures, initials, etc.) is not always easy, and highly dependent on the partner's technology.
• It is not convenient to have to use DocuSign as a stand alone product if the signatures are required for 3rd party applications. It definitely excels on its own, but the scope of that usage, at least for us, is slim.

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For the right reps who are good at talking to prospects who aren't expecting their call, this is a no brainer.

I can't imagine doing business without DocuSign now. I would never want to go back to the way we used to do things. The "new way" is "the way" is "the right way." We can honestly be proud of a "one right way" process and not have to suffer through "5 ways for 5 days."

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Generally user-friendly once you have command of the basics, but also has a lot of nuances that can make it difficult to train others on. DocuSign University is a helpful tool, but understandably a lot of content to get through to become a well-versed user. A lot of different functionalities but only a few I use on a weekly basis.

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It does not go down. I have had zero issues with DocuSign, approaching 4 years.

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Everything loads quickly. Reports are generated in a reasonable time. No noticeable difference in integrated software processing speeds.

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I have had a few support calls with their people. They are totally reachable and helpful, sharing screens, controlling my screen, showing why things happened, not just correcting it. If you have an issue with the software, let them help. They are there for you, and they are friendly, accessible, and happy to do their job.

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I'd give them a 10, but there has been 1 or 2 small cases that seemed to fall to the wayside, but I was able to call them up and get them resolved. We were having a bad implementation night (after midnight) and we needed assistance from Docusign. They were able to get an engineer to help us in the early morning hours

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Docusign is super easy to use, and apart from a few administration details, there was really nothing to train on. Post implementation, there were issues with configuration of auto-filled documents with the integrating 3rd party. That training required some time, because the DocuSign expert took the time to walk me through the 3rd party's configuration (how often does that happen?) so I could see how DocuSign should be best used to overcome weaknesses in the 3rd party platform. 10/10 expert care.

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Until you get the hang of it, I recommend doing several internal tests before sending a document to a client. As I mentioned earlier, you have to go through a bit of trial and error at first to verify that the workflow works as expected.

We have moved to Salesloft. Salesloft gave us greater visibility into performance metrics and integrated with more software which in turn helped streamline our business.

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There has never been anything that we could really compare to Docusign. We have tried sending documents in a PDF version, but that was not nearly as efficient. DocuSign saves your signature in the system and uses that as it goes through your documents.

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In my years of using DocuSign, I have never had an outage. I haven't even encountered a bug.

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• It gives you greater potential to lock in a client, but I'm not sure from my end if this ROI is worth the headaches. It has a lot of work before it can become a truly reliable source for outbounding.

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Less paper use, faster signature times, less time standing at the printer/scanner to send documents to yourself
• Security over your signature! Security over your company's signature and authorization to approve projects, cash flow etc
• Love audit trails and the seamless tracking of the status of the document

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info