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10 trade shows in 80 days: JP’s tips for making exhibitor life easier

Our market lead, Jeaneane Peek (JP), has been to 10 trade shows in the last 80 days.

That’s a lot of continental hotel breakfasts!

While she loves interacting with attendees face-to-face and showing prospective clients how InsureSign works with onsite demos, she knows that many parts of “exhibitor life” can be a hassle.

With our simple & speedy e-signature software, InsureSign, JP can fill out and sign trade-show registration paperwork in a flash — but that’s just one way she makes processes easier. 

We recently sat down with JP to hear all of her tips and tricks for simplifying trade show sign-up, set-up and onsite management. 

Here’s what she shared with us: 

What can exhibitors do in advance to make the trade-show registration process easier? 

JP: Before you book your flight, hotel room or booth, sign up for email alerts from the conference manager — sometimes they give out early-bird rates for all three! Check out the trade-show floor plan to map out the best spot for foot-traffic; you’ll want to put your booth there. 

Also, it’s vital that you submit your booth’s information in the conference program, since it’s like the trade show menu for attendees. If you’re not in the program, attendees may never know you’re there. For submitting forms like these, I use InsureSign to get fill them in and sign them quickly and efficiently. 

What are some easy ways exhibitors can follow up on conversations from trade shows? 

JP: Before the show begins, it’s helpful to know which attendees are current customers and which are prospects. When you receive a business card, take notes on the back of conversations so you can easily follow up with a personalized note. After the show, I send a quick note or call to all current customers I saw that day, saying how nice it was to see them, and remind them of our Pro plan and newest upgrades. 

Do you have a  go-to resource you’d recommend for exhibiting? 

JP: Fortunately, there is a trade show bible — The Exhibitor Handbook, which provides helpful information on exhibitor how-to’s, including booth installation and booth tear-down times (which are strictly enforced by conference programs). I highly recommend every exhibitor read this before his or her first trade show. It’s a good source to use as a check-off list when planning your booth set-up. 

How can exhibitors make it easier to attract prospective customers to their booth and keep their attention? 

JP: Create a booth that people want to come to using interactive content, like touchscreen tablets or prize entries. Use lots of imagery and graphics to grab people’s attention from the aisle and have something unique on hand to giveaway as a party favor. We give away doggie bones and kitty lollipops to our attendees and they’re a hit! People love to show me their fur babies, and I’m always happy to give them our specially-made InsureSign treat. 

 

Ready to try JP’s No. 1 way to efficiently complete and sign trade-show forms? Start a risk-free 14-day trial of InsureSign today, and see how easy conference paperwork can become for yourself.

What does Formstack’s acquisition of InsureSign mean for me?

We’re thrilled to announce that InsureSign has been acquired by Formstack, a software-as-a-service (SaaS) company transforming the way people collect information and put it to work.

What does that mean for our new and existing users?

Well, first and foremost, it means you’ll still enjoy the same InsureSign, and you can continue to secure signatures the easiest, fastest and most secure way possible. 

Plus, now that we’ve joined the Formstack family, you can look forward to an expanded team working on new innovations to make your life even easier (not to mention time-saving integrations with Formstack’s suite of software).

Since we launched in 2011, we’ve grown to tens of thousands of users across industries and companies of all sizes, and we look forward to keeping the same full team on board that works tirelessly to simplify your workflows. 

That being said, we know the “a” word can be scary (even though we promise it’s a good thing), so we wanted to address your questions and let you know that the acquisition means nothing but positive things for you in the future. 

If I don’t use Formstack, can I still use InsureSign?
Absolutely. For existing InsureSign users, it will be “business as usual” when it comes to the signing process. You’ll be able to access your account and send/receive documents like normal, regardless of whether you’re a Formstack user.

Is the login process changing?
Not one bit! The acquisition won’t have any impact on how you access your InsureSign account — just log in as you normally would. If you’re a current Formstack user, then we hope you’ll take InsureSign for a spin via our free no-risk 14-day trial. 

Will InsureSign’s integration with my agency management system change?
Whether you’re using our integration with Applied Epic, QQCatalyst, HawkSoft or countless other management systems, your current process will remain the same.

Will this affect the signing process?
We have some exciting additional features and integrations in the works as a result of the acquisition, but our interface will remain easy-to-use.

Is the InsureSign team going away?
The InsureSign team is remaining the same — we’re just all joining the Formstack family.

Would I benefit from using Formstack?
Like InsureSign, Formstack improves workplace productivity. If you ever create forms to collect information, Formstack’s online form builder will make your life a lot easier. Formstack also owns a suite of other tools to help your workflow, like WebMerge, Bedrock Data and QuickTapSurvey. If you’re interested, you can give Formstack a free try here.

What is going to change?
There won’t be any changes to how you get documents signed with InsureSign, but you may see some tiny updates along the way (like our logo). The only real changes will be coming in the future, and they’ll all be additional time-saving innovations aimed at optimizing your signing process!

Still have questions? Our team is happy to answer any questions you have. Just send us an email.

The 12 best sales tools in the United States, according to real users

Looking for a way to make your sales process smoother and more effective? G2 Crowd, the world’s leading software review website, has you covered.sales tool e-signature

The site recently dug into its more than 20,000 real-user reviews to identify the top 40 digital tools for sales professionals. Charleston-based InsureSign found itself near the top of the list, sitting at No. 11 and the top-ranked e-signature software platform on the list.

While the full list can be found on G2 Crowd’s website, we’ve highlighted the top 12 featured tools your team can use to make “closing the deal” just a little bit easier.

1. Zoom (G2 Satisfaction Score: 98)
Don’t let distance keep you from giving a face-to-face sales pitch. Zoom video conferencing software provides you with everything you need to conduct virtual meetings, including video, audio and screen-sharing experiences. Zoom is available for all major operating systems.

2. Groove (G2 Satisfaction Score: 97)
See all of the details of your customer relationship in one place with Groove, the leading email tracking software. Over 8,000 users rely on Groove for lead intelligence, email management and sales engagement. The software even allows you to store commonly used templates and reminders for mass use.

3. Skype (G2 Satisfaction Score: 95)
Skype allows you to communicate and collaborate with team members and potential clients effectively. The Microsoft-owned company is considered one of the first pioneers in the video conferencing arena and offers users innovative features such as live audio subtitles.

4. SalesLoft (G2 Satisfaction Score: 96)
Streamline the selling process with SalesLoft, one of the top sales engagement and email tracking platforms. SalesLoft offers real-time email tracking as well as in-app analytics to help increase pitching effectiveness. The platform also lets you assign confidence scores to prospects for easy tracking.

5. GoToMeeting (G2 Satisfaction Score: 96)
With over 18 million users worldwide, GoToMeeting is one of the most popular video conferencing software options on the market. Connect with colleagues and prospects alike over video conferences, screen shares and audio connections. GoToMeeting also offers post-call transcripts, allowing you to spend more time making your deal and less time focusing on note-taking.

6. Skype for Business (G2 Satisfaction Score: 96)
Looking to take your virtual communications to the next level? Skype for Business provides users with a host of premium collaboration tools that are fully integrated with all Office 365 products. Skype for Business also allows up to 250 participants in a single meeting, which is perfect for larger group pitches and webinars.

7. ZoomInfo (G2 Satisfaction Score: 96)
Search, identify and target quality leads with ZoomInfo’s sales intelligence software. This growth acceleration platform allows you to find the best contacts and companies for your sales efforts. ZoomInfo also offers in-app market insights to help ensure you’re presenting the best audience with your pitches.

8. BlueJeans (G2 Satisfaction Score: 96)
Say goodbye to lagging audio and sound malfunctions during sales pitches with BlueJeans video conferencing software. This online meeting platform offers Dolby Voice, which ensures that your conversation audio is as clear and natural as possible.

9. Cisco Webex Meetings (G2 Satisfaction Score: 95)
Download your pitches and meetings in their entirety with Cisco Webex Meeting’s video conferencing platform. In addition to recording your calls, this platform also allows you to send reference documents to potential leads during meetings with easy-to-navigate in-app integrations.

10. DealHub (G2 Satisfaction Score: 95)
Ensure your entire sales process is as smooth as possible with DealHub, the leading CPQ platform. With DealHub, you can quickly send out quotes and relevant files, as well as automate several aspects of the sales process. The Salesforce-integrated platform also offers guided selling, contract management and buyer engagement tracking.

11. InsureSign (G2 Satisfaction Score: 95)
InsureSign, the industry-leading e-signature software, allows you to send sales documents for signing in minutes. Customers can then receive the documents instantly from any device, including over text message. InsureSign even allows users to set up templates for commonly used documents.

12. DiscoverOrg (G2 Satisfaction Score: 95)
Make sure you’re connecting directly with the right decision makers with DiscoverOrg’s Sales Intelligence software. This actionable sales platform allows sales reps to gain access to organizational charts, verified contact information and advance lead search.

Ready to take the first step towards a more efficient sales process? Start getting your closing documents signed more quickly and conveniently than ever with our easy-to-use e-signature platform. Sign up for a risk-free 14-day trial today.