An Introduction to DocuSign for Salesforce
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This document provides an introduction and overview of DocuSign for Salesforce. It discusses common challenges customers face with signing contracts such as time spent getting signatures and lack of visibility. It then introduces DocuSign's eSignature solution and how it can help by accelerating deals, increasing accuracy and security of transactions, and reducing costs. The document also summarizes how easy DocuSign is to implement within Salesforce, provides examples of use cases that align with the Salesforce clouds, and highlights sample customer results including reducing contract signing time and days to cash.
An Introduction to DocuSign for Salesforce
- 1. DOCUSIGN CONFIDENTIAL Introduction to DocuSign for Salesforce November 27, 2012
- 3. Common Challenges Questions? Email: dfswebinar@docusign.com 3 § “Our employees spend too much time getting contracts signed after getting to ‘yes.’” § “We completely lose visibility into contract status after emailing/ faxing/ overnighting.” § “We love Salesforce. We need to work within our existing system, not add a new one.” § “We ‘get’ eSignature, but we don’t have technical bandwidth right now”
- 4. Why eSignature? Questions? Email: dfswebinar@docusign.com 4 Printing, faxing Shipping (Multiple Signers) Rekeying data Missing signatures Lost contracts Accurate & Secure Transactions Reduced Operating Costs Delighted Customers Increased Speed to Results Error prone & unsecure Costly operations Slow execution Poor customer experience
- 5. About DocuSign 0" 10" 20" 30" 2007" 2008" 2009" 2010" 2011" 2012" Our Vision Empower anyone to sign anything, anywhere, anytime. “DocuSign continues to build its lead” 2012 UserMillions 60K New Unique Users Every Day, 20M Thus Far Questions? Email: dfswebinar@docusign.com
- 6. eSignature & Beyond Questions? Email: dfswebinar@docusign.com 6 DocuSign eSignature Transaction Management Platform eForms Data Preparation Workflow 1 ePaymentIdentity eSign Execution 2 Retention Completion 3 Audit TrailReporting LOBCRMERP Platform Integrations Anyone, Anything, Anywhere, Anytime
- 7. Why Customers Choose DocuSign Questions? Email: dfswebinar@docusign.com 7
- 8. DocuSign delivers extraordinary ROI Questions? Email: dfswebinar@docusign.com 8 Cut Days To Cash From 120 to 30 Reduced Contract Signing Time from Weeks to Less than 48 Hours Reduced Contract Turnaround by 78%; Increase Compliance to 100% Decreased Paper Cost by 90% at Each Facility Increased Revenue by $3.094M Annually 90% of Deals Close in 1 Day; 71% Close in 1 hour Use Of Salesforce Up 300%; 500 Non-Productive Admin Hours Slashed
- 9. About LinkedIn Questions? Email: dfswebinar@docusign.com 9 Talent Solutions Customers
- 10. The problem 10 Talent Solutions Customer 1. Account executives complete contract with limited information 2. Signed and returned incomplete 3. Contracts returned to AR department with out critical information $ Result: • Inaccurate and incomplete information • Hassle of tracking down information • Lack of visibility • +25 days to billing cycle Questions? Email: dfswebinar@docusign.com
- 11. The solution 11 Talent Solutions Customer 1. Contract automatically generated in Salesforce with click of a button 2. Contract automatically populated from Opportunity 3. Signed and returned complete contract 4. Contracts returned to AR and immediately processed $ + Results: • Convenient, secure process • Works seamlessly with existing product – no need to log into another system • Data flows back to Salesforce • Headache free! Complete and accurate information the first time 25 days à 5 days = $1M in working capital Questions? Email: dfswebinar@docusign.com
- 12. Overview of DocuSign for Salesforce AppExchange Package that allows you to use DocuSign service within the native Salesforce.com environment § Here is what you can do: § Manage users § Merge data from any object § Create automated workflows § Send documents for signature § Real time deal updates via Chatter § Get status and data back into Salesforce Questions? Email: dfswebinar@docusign.com
- 13. Easy implementation & fast ROI Questions? Email: dfswebinar@docusign.com 13 § Installation (minutes / hours) § AppExchange installation, connection to DS, option selection § Configuration (hours+) § Drag and drop buttons, or fully automated processes § Out of the box placement, or attached to any Object § Deployment (hours+) § As little as zero training
- 14. Essential elements of Use Cases Questions? Email: dfswebinar@docusign.com 14 § Data § Account and opportunity fields, deal terms, products, etc. § Documents § Contracts, NDAs, applications, etc. § People § Contacts, roles
- 15. How DocuSign Use Cases Align With Salesforce Clouds Questions? Email: dfswebinar@docusign.com 1515 Sales • Sales Order Processing • Customer Account Provisioning • Special Deal Terms • Partner Agreements • Referral Agreements • Reseller Agreements HR • New Hire Paperwork • Candidate NDA • On/Off-boarding Checklist • PTO Management • Employee Policy Distribution and Signature • Contractor Agreements • Non-disclosure Procurement • Purchase Order • Statement Of Work • Master Service Agreement • RFP Sign Off • Supplier Compliance Support • Account Change • Service / Work orders • Terms Change • Self Service Requests • Compliance • Field service Legal • Contracts • Non Disclosures • Internal Compliance • Intellectual Property Licensing • Outside Counsel Agreements Finance • Invoice Processing • Expense Reporting • Capitalization Management • Audit Signoff • Policy Management • Inventory Signoff • Asset Transfer/Retirement IT / Operations • Asset Tracking • Change Requests • Requirements Sign Off • Access Management • Incident Reporting • Production Change Authorization • Maintenance Authorization Product Management • Change Management • Release Management • Code Review Reporting • Requirements Acceptance • Release Scope Commitment • Front Desk Sign-in • Work Orders • Lease Agreements • Move In / Move Out Requests • Parking Permits Facilities • Event Registration • Customer Communication Approvals • Mass Mailing / Email Approvals Marketing
- 16. “DocuSign has helped Salesforce.com move from an average of two days to close a deal, to 90% of deals closing in one day and 70% of deals closing in one hour.” Meredith Schmidt SVP, Revenue Operations Questions? Email: dfswebinar@docusign.com
- 17. The Leader Across Industries Questions? Email: dfswebinar@docusign.com
- 18. Sample Customer Results Questions? Email: dfswebinar@docusign.com 18 Cut Days To Cash From 120 to 30 Cut Delivery Costs by more than $10,000 per Month Reduced Contract Signing Time from Weeks to Less than 48 Hours Reduced Contract Turnaround by 78%; Increase Compliance to 100% Decreased Paper Cost by 90% at Each Facility Increased Revenue by $3.094M Annually90% of Deals Close in 1 Day; 71% Close in 1 hour Use Of Salesforce Up 300%; 500 Non-Productive Admin Hours Slashed
- 19. Thank You