DocSales in Action @Vindi

DocSales Slashes Sales Cycle Time for SaaS Star
#SalesAutomationFTW

Industry:

Billing and payments

Category:

B2B

Market:

Brazil

Founded:

2013

Customers:

>4,000

CRM:

Pipedrive

Sales team:

20

Previous tools:

Excel

Overview

With the rise in subscription business models, Vindi launched in 2013 to provide payment services to companies with recurring billing needs. After 18 months of managing sales in a spreadsheet, Pipedrive was rolled out to create more structure. As sales velocity increased and the 4,000-customer threshold was crossed, Vindi identified a growth bottleneck- it was taking far too long to create sales proposals. Sales Manager Alexandra Papangelacos looked for a way to automate that step and found DocSales. Sales automation has been a hit for Vindi with sales cycles plummeting. 

Results & ROI

Sales Cycle:

Reduced by 8 days.

Prep Time:

Proposals now take less than 10 min. 

Experience

Alexandra Papangelacos

Sales Manager

“Now, because our CRM and DocSales are integrated, sales reps can create proposals in less than 10 minutes. We send proposals through Whatsapp, customers sign quickly and then soon after we invoice them. With this new system, DocSales reduced our sales cycle by 8 days.”

Software that Shortens Sales Cycles

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Proposals

Perfectly personalized for prospects without you actually having to do very much.

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Quotes

Error-free quoting. Confirm details with a SOW then share by email and WhatsApp.

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Contracts

Branding and fine print. An error-free, close-ready contract with the T&Cs and integrated e-signing.

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E-Signing

Closing convenience and security in a click. Simplify life for your customers and sales management.

Want to Learn More?

Schedule a live demo. Say hello.