Case Study: Vivial achieves 2x faster eSignature implementation and seamless Salesforce integration with Dropbox Sign

Vivial Implements eSignature 2X Faster with HelloSign for Salesforce

Vivial is a marketing technology company that helps local businesses connect with customers across more than 1,000 markets. Their sales team relied on eSignatures but the legacy vendor lacked usability and support; Vivial needed a solution that integrated with both Salesforce and Oracle CPQ, allowed sending agreements without leaving Salesforce, and could be implemented with minimal disruption.

Vivial selected HelloSign for Salesforce, receiving concierge-level support and a no-code, embedded implementation that was twice as fast as the previous solution. Admins could build custom buttons and templates easily, hundreds of sales reps transitioned seamlessly with minimal support requests, and the team now sends and signs agreements directly in Salesforce.

Vivial

Shelley Glueckert

Director, Salesforce Automation