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Welcome to the blog for Efficient Technology Inc, written by the Efficient CEO, Richard D. Walker. The goal of this article is to create efficiency in the sales order process, to provide the best service to manage your forms library and to automate paperwork with e-signature, data capture and validation, and straight-through-processing (STP). This blog is dedicated to making work flow and empowering people to do their best work through excellent leadership, management, technology, software as a service (SaaS) and outstanding professional service. We gladly serve Los Angeles, New York, Chicago, San Diego, San Francisco, Austin and thousands of customers in all 50 United States.



Stay tuned! We at Efficient Technology Inc, as efficiency experts, process design consultants who streamline sales order process, seamlessly integrate e-sign into forms process flows, build and manage forms library, automate group plan enrollments, enable forms automation online, set up client intake and new patient forms, and build custom web applications, thank you for joining us in the commitment to reduce paperwork, eliminate errors and go green through less paper waste and shipping.



Take a look around our site and Make Work Flow for your organization.

Tag Archives: Sales Order Process

Your Number One Deal Killer

And why not go the cheap route… forms are easy to build, right? Anyone can do it?!? Sure. Anyone can build a form that causes the customer to despise and curse you. Anyone can design a form that is put in the inbox never to reach the outbox. Anyone can design a form to lose more business than you can measure because you don’t know how many forms are never completed.

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The Real Problem With E-Signature

The real problem is your processing infrastructure to perform business electronically. Has your company decided on which forms of electronic documents and signatures are acceptable? Do you have a way to track the document from start to end, including signature, and ensure the document’s integrity?

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An Efficient Business Never Fails

Think about what limits your business’ ability to grow, adapt, contract, change and move. It’s not your people – they come and go all the time. It’s not your products – they have lifecycles too. It’s not money either – though it’s probably the second-most important ingredient.

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How To Get Paid Faster

Your sales, your job and even your bank account are suffering because of something you can’t control: the sales order process. We sympathize with you and want you to know that there is not only hope, but a solution.

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DocuSign… How Do I Use Thee? Let Me Count The Ways

Imagine how many more ways you could make use of it! E-signing saves time because you can have all the parties sign within the same day or hour via email. E-signature is easier because there is no printing, faxing, mailing, scanning or filing of paper. And e-signed documents are better because all signatures are verified, tracked and monitored so you know who has and has not signed.

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The First Step In Quitting Paper

So what are you waiting for? Are you still lost in your world of paper and don’t know what to do? Wait a minute… are you reading this article online? (Please don’t tell me you printed this out!) If you’re online and reading, then you’re already eliminating paper!!!

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Why You Shouldn’t Use E-Signature

If you’ve read any of my previous articles about e-signature then you’d know that I’m a huge fan of e-signing. But being a fan isn’t a sane reason for you to agree with me. Instead, I’ll show you the other side of the argument and the reasons why you shouldn’t use e-signature just yet.

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Your Future Without E-Signature

Most everyone who has ever used Docusign or a similar signature service will agree that using e-signature is inevitable. We’ve been using it with delivery services and grocery stores for years. Now we’re seeing it in real estate. Next is financial services. While the financial services world has used e-sign devices for years, adoption is still in the early stages and will soon become widespread.

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The Value of E-Signature

Consider this… Saving only 25% of $75 per transaction is worth $18.75. That conservative cost savings alone is worth far more than the cost of implementing and operating an efficient sales order process with e-signature.

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