Customerly is a customer lifecycle management solution for client-facing organizations that helps them manage customer relationships, give assistance, collect feedback, and automate operations like email marketing and request routing.
Adobe Sign is a cloud-based service that lets an individual or organization send, secure, track, and manage e-signature processes.
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Triggers when a new lead is created.
Triggers when a new user is created.
Triggers when a new document signed
Attach a tag to an existing user or lead.
Creates or updates a lead.
Creates or updates a new user.
Creates an agreement. Sends it out for signatures.
Customerly is a SaaS product that allows users to track and manage the entire customer life-cycle. It is a web based spution that allows businesses to create and manage their customers, create and send customized emails and SMS, manage their customer support and marketing tasks, and make payments.
Customers can use Customerly to quickly add new customers, view their ticket history, support tickets, and much more. The platform comes with pre-built templates for creating sales and marketing campaigns and has built-in social sharing capabilities.
Adobe Sign is a digital signature platform that allows individuals and organizations to sign documents electronically. It integrates with various applications such as Salesforce , Google Apps , Office 365 , and enables users to sign documents from their desktop or mobile device. It also provides an audit trail of all signing activity, allowing users to track who signed what, when they signed it, etc.
Integration of Customerly and Adobe Sign allows organizations to have a streamlined process for handling business processes related to handling of customers. It enables organizations to reduce their time spent on customer management, customer support, marketing tasks, etc. by eliminating the need to manually perform them.
This integration of Customerly and Adobe Sign helps businesses in reducing their time spent on customer support issues by allowing them to respond to customer queries faster. It also helps in reducing the time spent on managing customer data by migrating the data from Customerly into Adobe Sign once it is ready for signing. Using this integration of Customerly and Adobe Sign, businesses are able to improve their productivity while maintaining the same level of accuracy.
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