Sertifi for Salesforce Allows Autobytel to Provide Same-Day Service

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Sertifi, a trusted eSignature provider, allows Autobytel, a leading provider of online consumer leads and marketing resources for the automotive industry, to provide same-day service to customers by sending contracts for signature directly from Salesforce.

esignature, esignatures, autobytel, sertifi, electronic signature, electronic signatures
With Sertifi’s solution, we reduced the amount of time it takes to service customers from a week and a half to the same day they sign!

Since implementing Sertifi for Salesforce, a pre-built electronic signature app available on AppExchange, Autobytel closes more deals and generates greater revenue while reducing operating costs. Once a contract is signed, customers are offered service the same day. Customers appreciate the outstanding service and convenience of electronically signing.

“With Sertifi’s solution, we reduced the amount of time it takes to service customers from a week and a half to the same day they sign,” said Jimmy Lloyd, Project Manager and Manager of Contracts Administration at Autobytel.

Moving to a paperless environment allowed Autobytel to reduce operating costs and increase worker productivity. The contract preparation and approval team was reduced from eight to two employees enabling six employees (240 hours per week) to contribute more time to revenue-generating activities. Money saved is put toward continued business improvements strengthening Autobytel’s revenue generating service(s).

Prior to using Sertifi, Autobytel had a paper-based process for getting contracts signed. Printing, scanning, faxing, and shipping were expensive and labor-intensive. From the moment a contract was signed, it took an average one and a half weeks to launch service. Sales people would have to collect hand signatures and then fax the contracts back into the office. The issue of paper contracts with handwritten redlines and attached amendments that are ineligible for processing slowed the process even more.

The manual task of storing paper contracts was also a burden. Paper contracts were stored by a third-party company at an off-site location which resulted in recurring costs each month. If an original copy was needed, Autobytel would pay additional fees to have the box containing the contract shipped back. Autobytel would then sift through hundreds of contracts to find the specific contract. Once found, Autobytel would pay to have the box shipped back to the storage unit.

By integrating Sertifi for Salesforce, Autobytel automated the contract approval process. Autobytel no longer manually reviews and approves each contract. Contracts include required fields eliminating missing or incorrect data. All contracts received are complete and ready for processing. Signed contracts are then stored electronically eliminating costs of storing paper. Retrieving a contract which once took days now takes just seconds!

Autobytel streamlined workflow processes and shortened the contract conception to life process. Operating costs were greatly reduced and service is offered the same day customers sign. Sales people send contracts for signature directly from Salesforce eliminating tedious and time-consuming tasks. Sales people can now send contracts for signature with a single-click and customers can sign within minutes!

Contact Sertifi
For all sales inquiries, please call 1.866.983.8877 or submit a request form.

About Sertifi
Sertifi provides eSignatures and Closing Automation Solutions that help organizations close deals faster. Sertifi enables sales teams to quickly reach agreements with customers and then execute the deals with electronic signatures. Customers can access Sertifi through its leading eSignature API, pre-built Salesforce and Microsoft Dynamics CRM integrations, and Web Portal. Leading organizations around the world including Pitney Bowes, CareerBuilder, U.S. Air Force, and Cricket Communications trust Sertifi.

About Autobytel Inc.
Autobytel Inc., an online leader offering consumer leads and marketing resources to car dealers and manufacturers and providing consumers with the information they need to purchase new and used cars, pioneered the automotive Internet when it launched its flagship website,, in 1995. Autobytel continues to offer innovative products and services to help consumers buy, and auto dealers and manufacturers sell, more used and new cars. Autobytel has helped tens of millions of automotive consumers research vehicles; connected thousands of dealers nationwide with motivated car buyers; and helped every major automaker market its brand online. Through its flagship website, network of automotive sites and respected online affiliates, Autobytel continues its dedication to innovating the industry's highest quality Internet programs to provide consumers with a comprehensive and positive automotive research and purchasing experience, and auto dealers, dealer groups and auto manufacturers with some of the industry's most productive and cost-effective customer referral and marketing programs.

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Jessica Hughey
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