Welcome!

Blog Feed Post

Beyond eSignature: 10 Tips to Engage Customers Using DTM in your Mobile App

 

Contributed by Tim Panagos, CTO at Point.io

 

By eliminating the disruption of paper-based processes within the natural flow of a sale, DocuSign has revolutionized the way the world does business. They invented digital transaction management (DTM). At Point.io, we are expanding DTM both forward and back from the point of signature to allowing businesses to engage consumers in a fully digital transaction.

 

Location, location, location.

As foot traffic made for successful business in the last century, being close to the digital lives of customers will in the new century. Customers are never far from their digital devices. But, as consumers, our digital world is very fragmented. For example, if I click an advertisement embedded in my favorite mobile game, I will most likely need to engage a mobile browser, email, desktop website, and phone before a complex transaction can be closed. It is as if I have been asked to visit several storefronts before being allowed to buy stationary. I am forced to shift digital location several times. Someone please take my money.

In shifting digital locations, you have challenged my attention. Few complex offerings, such as signing up for new mobile plan or buying life insurance, will survive repeated challenges to a prospect’s attention. Companies that fail to conserve this most precious commodity by eliminating these location changes will fail to thrive. This is where a sticky DTM strategy comes in.

 

Tips and Tricks.

Beyond eSignature, here are 10 tricks that wrap fulfillment into your customer engagement process by making DTM sticky:

 

  1. Eliminate the need to leave the native application. Do not push me to a browser.
  2. Ask for personal data at the end. Allow me to be anonymous at first or forever.
  3. Prefill or, better yet, skip information already known or derivable offline. My mobile phone knows where I live, why are you asking me?
  4. Avoid text entry fields that force keyboard pop-ups. I like checkbox and select wheels that I can answer via thumb.
  5. Ask only for data needed to move to the next step (or risk never getting there). It is a digital process not a static form.
  6. Save each step to allow a user to pick-up later through a variety of channels. My mobile life is made-up of 5-minute vignettes. Help me use them productively.
  7. Trade the prospect’s information for information that they can use. Give to get. Use progressive discovery to make the offer and process personal.
  8. Keep content fun. What “Game of Thrones” character am I, anyway?
  9. Keep content concise. Think Tweet.
  10. Build-in collaboration steps and social engagement to facilitate household decisions and spread virally. Make it easy for me to ask my wife.

 

Technology for DTM.

With help from DocuSign’s new Mobile SDK for Digital Transaction Management, Point.io allows businesses to grab attention with compelling offers to app users, hold attention through adaptive, interactive offer evaluation, and monetize attention by fulfilling significant new business without ever leaving the app in which it began. We achieve this by providing technology (APIs and SDKs) that makes it easy for developers to incorporate adaptive, cloud-hosted processes inside mobile and web apps. Rather than pushing banner ads, companies can push dynamic processes that lock-on through in-app engagement and guide prospects through to a completed sale.

 

 

Ever been frustrated by a company that could not figure out how to take your money? Tell me your story at [email protected] or @tpanagos.

 

Click here to learn more about how you can integrate eSignature and Digital Transaction Management services into your mobile apps with the DocuSign Mobile SDK.

 

 

 

 

 

Blog Category:

Blog Image: 
Beyond eSignature: 10 Tips to Engage Customers Using DTM in your Mobile App
Blog Banner Image: 

Read the original blog entry...

More Stories By An Bui

Social Media Professional with substantial experience identifying, characterizing and connecting online communities and authors. Strong orientation on actionable recommendations that provide mutually beneficial value for communities and organizations for stakeholders.

Currently, I serve as the social media manager for DocuSign, Inc., the market leader and global standard for electronic signature. DocuSign provides the world’s largest and fastest growing electronic signature platform, empowering businesses to complete transactions online quickly and securely while improving compliance and dramatically reducing costs.

DocuSign is the only cloud computing-based electronic signature platform that entirely replaces slow, expensive paper transactions with a fast, efficient and completely digital solution. Accessible from any Internet-connected device, DocuSign supports virtually any document and form type in simple and complex workflows, and provides broad user authentication options, data collection, secure document/data storage and retrieval, as well as real-time negotiation and collaboration tools.

Latest Stories
DX World EXPO, LLC, a Lighthouse Point, Florida-based startup trade show producer and the creator of "DXWorldEXPO® - Digital Transformation Conference & Expo" has announced its executive management team. The team is headed by Levent Selamoglu, who has been named CEO. "Now is the time for a truly global DX event, to bring together the leading minds from the technology world in a conversation about Digital Transformation," he said in making the announcement.
"Space Monkey by Vivent Smart Home is a product that is a distributed cloud-based edge storage network. Vivent Smart Home, our parent company, is a smart home provider that places a lot of hard drives across homes in North America," explained JT Olds, Director of Engineering, and Brandon Crowfeather, Product Manager, at Vivint Smart Home, in this SYS-CON.tv interview at @ThingsExpo, held Oct 31 – Nov 2, 2017, at the Santa Clara Convention Center in Santa Clara, CA.
SYS-CON Events announced today that Conference Guru has been named “Media Sponsor” of the 22nd International Cloud Expo, which will take place on June 5-7, 2018, at the Javits Center in New York, NY. A valuable conference experience generates new contacts, sales leads, potential strategic partners and potential investors; helps gather competitive intelligence and even provides inspiration for new products and services. Conference Guru works with conference organizers to pass great deals to gre...
DevOps is under attack because developers don’t want to mess with infrastructure. They will happily own their code into production, but want to use platforms instead of raw automation. That’s changing the landscape that we understand as DevOps with both architecture concepts (CloudNative) and process redefinition (SRE). Rob Hirschfeld’s recent work in Kubernetes operations has led to the conclusion that containers and related platforms have changed the way we should be thinking about DevOps and...
The Internet of Things will challenge the status quo of how IT and development organizations operate. Or will it? Certainly the fog layer of IoT requires special insights about data ontology, security and transactional integrity. But the developmental challenges are the same: People, Process and Platform. In his session at @ThingsExpo, Craig Sproule, CEO of Metavine, demonstrated how to move beyond today's coding paradigm and shared the must-have mindsets for removing complexity from the develop...
In his Opening Keynote at 21st Cloud Expo, John Considine, General Manager of IBM Cloud Infrastructure, led attendees through the exciting evolution of the cloud. He looked at this major disruption from the perspective of technology, business models, and what this means for enterprises of all sizes. John Considine is General Manager of Cloud Infrastructure Services at IBM. In that role he is responsible for leading IBM’s public cloud infrastructure including strategy, development, and offering m...
The next XaaS is CICDaaS. Why? Because CICD saves developers a huge amount of time. CD is an especially great option for projects that require multiple and frequent contributions to be integrated. But… securing CICD best practices is an emerging, essential, yet little understood practice for DevOps teams and their Cloud Service Providers. The only way to get CICD to work in a highly secure environment takes collaboration, patience and persistence. Building CICD in the cloud requires rigorous ar...
Companies are harnessing data in ways we once associated with science fiction. Analysts have access to a plethora of visualization and reporting tools, but considering the vast amount of data businesses collect and limitations of CPUs, end users are forced to design their structures and systems with limitations. Until now. As the cloud toolkit to analyze data has evolved, GPUs have stepped in to massively parallel SQL, visualization and machine learning.
"Evatronix provides design services to companies that need to integrate the IoT technology in their products but they don't necessarily have the expertise, knowledge and design team to do so," explained Adam Morawiec, VP of Business Development at Evatronix, in this SYS-CON.tv interview at @ThingsExpo, held Oct 31 – Nov 2, 2017, at the Santa Clara Convention Center in Santa Clara, CA.
To get the most out of their data, successful companies are not focusing on queries and data lakes, they are actively integrating analytics into their operations with a data-first application development approach. Real-time adjustments to improve revenues, reduce costs, or mitigate risk rely on applications that minimize latency on a variety of data sources. In his session at @BigDataExpo, Jack Norris, Senior Vice President, Data and Applications at MapR Technologies, reviewed best practices to ...
Widespread fragmentation is stalling the growth of the IIoT and making it difficult for partners to work together. The number of software platforms, apps, hardware and connectivity standards is creating paralysis among businesses that are afraid of being locked into a solution. EdgeX Foundry is unifying the community around a common IoT edge framework and an ecosystem of interoperable components.
"ZeroStack is a startup in Silicon Valley. We're solving a very interesting problem around bringing public cloud convenience with private cloud control for enterprises and mid-size companies," explained Kamesh Pemmaraju, VP of Product Management at ZeroStack, in this SYS-CON.tv interview at 21st Cloud Expo, held Oct 31 – Nov 2, 2017, at the Santa Clara Convention Center in Santa Clara, CA.
Large industrial manufacturing organizations are adopting the agile principles of cloud software companies. The industrial manufacturing development process has not scaled over time. Now that design CAD teams are geographically distributed, centralizing their work is key. With large multi-gigabyte projects, outdated tools have stifled industrial team agility, time-to-market milestones, and impacted P&L stakeholders.
"Akvelon is a software development company and we also provide consultancy services to folks who are looking to scale or accelerate their engineering roadmaps," explained Jeremiah Mothersell, Marketing Manager at Akvelon, in this SYS-CON.tv interview at 21st Cloud Expo, held Oct 31 – Nov 2, 2017, at the Santa Clara Convention Center in Santa Clara, CA.
Enterprises are adopting Kubernetes to accelerate the development and the delivery of cloud-native applications. However, sharing a Kubernetes cluster between members of the same team can be challenging. And, sharing clusters across multiple teams is even harder. Kubernetes offers several constructs to help implement segmentation and isolation. However, these primitives can be complex to understand and apply. As a result, it’s becoming common for enterprises to end up with several clusters. Thi...