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Case Study: Consumer Debt Solutions

TeleSales Application

Company Overview

Consumer Debt Solutions, Inc. helps people across the country become more financially stable and responsible by offering personal financial analysis, debt consolidation, debt settlement and budget tracking.

Workflow Challenge

At Consumer Debt Solutions, Inc. the sales cycle begins with a phone call. However, in order to close a transaction, the sales people need to have the customer sign and fax back a form. Because they have to rely on the customer doing it after they get off the phone and with multiple fax errors, some transactions simply don’t close.

EchoSign Solution

EchoSign enables the sales agent to finalize a transaction while the customer is on the phone. The sales agent simply uses EchoSign to send the form and the customer can e-sign in real time. Before they get off the phone, both parties have a signed copy. Also, the sales manager has full visibility into her agent’s progress through EchoSign’s account sharing.

Results

As a result of using EchoSign, there was a dramatic increase in closed sales transactions. The sales agent doesn’t have to rely on the customer remembering to fax after the sales call and there is no longer any dependence on fax machines.

I switched to EchoSign because it helps me reduce paperwork and finalize transactions in real time.

— Christina Carman, CEO/President