#1 most frequent
United States of America
90.2%156 installations of 173
What is Sertifi?
Sertifi is an electronic signature software offering from Sertifi.
Categories & Use Cases
Media
1 / 3
Screenshot of Track & Manage Deals in Real Time
Who Buys & Uses Sertifi
#2 most frequent
Canada
1.7%3 installations of 173
#3 most frequent
United Kingdom of Great Britain and Northern Ireland
1.7%3 installations of 173
Electronic and Secure
Pros
- Provides an easy way to send credit card authorizations and receive them without the need for faxing or signatures on real paper.
- Ensures the credit or debit card matches the name and address of the person to which it is issued.
- Tracks digital footprint of the submission of the credit card authorization.
Cons
- Still needs improvement in setting permissions for who in the organization can see full credit card numbers.
- Could use additional backup material for disputes with credit card companies.
Return on Investment
- It saves money on credit card disputes by dramatically cutting down on the number of disputes.
- It saves significant time in receiving and sending authorizations.
- It saves money in storing hard copies of authorizations which must be kept secure at all times.
Good tool for solving a basic problem.
Pros
- Simple solution to a relatively simple problem, the best kind of tool.
- Quick implementation.
- Low Cost
Cons
- Didn't have a big enough use case to really come up against Sertifi's limits.. it did everything we needed it to do.
Return on Investment
- Able to more quickly close deals, spend less time on sales reps hounding people to pay.
Alternatives Considered
PandaDoc and DocuSign
Other Software Used
InsightSquared, Tableau Desktop, Salesforce Analytics Cloud, Salesforce Lightning
Certified for Sertifi
Pros
- Document generation - it's extremely simple to integrate the data needed from our platform onto a document efficiently.
- Sytem integration - having the ability to integrate to our Salesforce.com platform was a selling point, in that the open API enables us to keep documents tied to specific clients.
- Email template ability - not only great for document generation, it is also great in its capability for sending and customizing the email templates along side it.
Cons
- Customizable integration - Although Sertifi has a very simple integration process for Salesforce.com, it required us to work closely with a Serifi developer to fully customize the process the way we needed (ex. creating the document without fully sending it immediately)
Return on Investment
- Great feedback from end clients - prior to Sertifi, we were manually creating PDFs and documents as well as mailing them for signature. This new process has increased our return time incredibly!
- Prior to Salesforce, potential recipients were sending emails in as requests that were being tracked in an Excel spreadsheet. Now we have the process automated where they can submit everything online, a document get auto-generated and auto-sent out 10 days later. We've saved SO much time because of this newfound efficiency!
Alternatives Considered
Echosign and DocuSign
Other Software Used
Salesforce Community Cloud, Salesforce Service Cloud, Pardot, Slack, Trello
Sertifi is the way to go!
Pros
- Online payment capture is huge! And it's secured.
- Contracts get signed extremely fast using Sertifi.
- You receive an email notification once the customer signs, to know the transaction is complete.
- You also receive a notification when the customer 'views' the agreement.
Cons
- More fields where we can copy more clients on a quote.
Return on Investment
- Quicker turnaround of contracts.
- Secured payment which makes our clients feel safe.
Alternatives Considered
DocuSign
Other Software Used
Salesforce CMS, Zuora, Wrike
