Sales.Rocks is a Sales and Marketing Enablement Platform. By using data-driven solutions, we help companies increase pipeline levels, convert leads faster by reducing the cycle time and make the sales and marketing process more streamlined. Acording to the vendor, as a source for B2B customer service, Sales.Rocks is a self-servicing platform that allows users to gain quick access to full contact data, and reach the right people thanks to the constantly updated in-house…
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DocuSign
Score 8.7 out of 10
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DocuSign supports transactions with document sharing and electronic signature, as well as automated and guided data collection and entry, record updating across disparate systems and payment collection upon agreement, as well as analytics and reporting.
In customer prospecting through cold contact, "cold mailing" is a very cost-effective practice and is widely used in the U.S. market, particularly for selling saas software and high-cost business services. (In my case it is used for selling insurance policies). We generally find several saas (i.e., monthly paid) email contact generation software on the market, generally found on linkedin and freely accessible. But this is not enough, you need software for sending emails (additional cost) and it must be specific to cold mailing otherwise you end up in spam. And you need a CRM, not all cold mailing software has that! Additional cost is for paid email verification and you have to waste time uploading and downloading the excel files to be verified and derived from the verification... then adapt them to the cold mailing software... A yes, not all cold mailing software has email warmers and many do not warm all types of emails (instead Sales.Rocks warmed because of my emails from an unknown hosting that no system warmed...). But if you had one software that does everything in one platform without driving you crazy switching between them, especially if you have large volumes of emailing and with the ability to track everything, create email sequences based on funnel-like behaviors, schedule phone calls or maybe an initial linkedin message from your Sales.Rocks linked account ... well, Sales.Rocks is all of that, and with support that lets you know how serious the company is. It's an expensive product for a freelancer like me, but it's unique, and for a structured company it's simply beneficial and has a huge return.
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.
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.
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."
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.
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
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.
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.
Saleshandy, Hexospark, Getmails, Postaga. Mature product like Saleshandy, constantly updated for further improvements like Saleshandy and Hexospark. Sales.Rocks is the opposite of Getmails: the former has a myriad of features and a dashboard that gives you control like a NASA technician! But that is not why it is difficult to use. Getmails is super simple, wants to do everything automatically saving time for nerds like me who get curious and waste time trying every menu.
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.
