Sertifi for Salesforce Accelerates Signing Process for Belly Merchants

 

In the past, collecting contracts wasn’t exactly a piece of cake for Belly.

The process was manual, disruptive to the sales flow and did not follow one of the company’s core values, making things easy for the customer. Another hurdle – sales activity wasn’t tied into Salesforce so tracking and managing contracts were a complete headache!

 

The process of onboarding new merchants wasn’t a breeze either. Merchants would wait on the phone ready to close the deal while Inside Sales re-keyed data into the contract. In addition, since multiple departments needed access to the contracts, Inside Sales had to manually save the contracts within Salesforce.

 

While changing the face of customer loyalty, Belly decided to change the way it closes business. Sharing the same Windy City stomping grounds wasn’t the only reason Belly chose Sertifi as its eSignature provider. Belly liked how Sertifi seamlessly integrates with Salesforce and offers innovative solutions beyond eSignatures. Inside Sales can now pre-populated contracts and send them directly from the Salesforce Lead and Opportunity records. Inside Sales said “Adiós!” to the burden of re-keying data and “Why, Hello!” to more time for engaging merchants. Automatic email reminders are set up to remind busy merchants to sign saving even more time for the team.

 

Belly also takes advantage of Sertifi Deal.Stream, a collaboration feature included within Sertifi for Salesforce. Deal.Stream lets Belly and merchants discuss the deal within a real-time feed. Merchants can ask questions such as, “When do I receive my Wi-Fi-enabled iPad?” With Deal.Stream, all of these types of questions along with the responses are stored in a central space.

 

 

Just like scanning at a Belly business, installing Sertifi for Salesforce was quick and easy. Today, Belly sends 99% of contracts through Sertifi greatly strengthening document security. Sertifi has allowed Belly to streamline the sales process enabling different departments to easily access contracts within Salesforce. Belly runs insightful sales reports and analytics within Sertifi allowing Inside Sales to drive more sales turning more beloved companies into Belly businesses.

 

Since launching Sertifi for Salesforce, Belly’s merchant experience has sky-rocketed! Merchants boast about the ease of signing contracts with Belly. What about ma-and-pa shops? Both large and small companies love the new signing process! Merchants enjoy receiving PDF copies of the secure signed contracts seconds after they sign.

 

Belly is the leading loyalty platform in the country. Belly revolutionizes traditional loyalty concepts and works with each business to design a customized, unique rewards suite their customers actually want. Using a tablet and single card or iPhone or Android app, Belly unlocks new opportunities for customer engagement and digital advocacy. Belly is headquartered in Chicago, Illinois and received funding from Andreessen Horowitz, Silicon Valley Bank, and Lightbank. For more information, visit www.bellycard.com.