DocuSign for NetSuite CRM webinar
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This document introduces DocuSign and how it integrates with NetSuite CRM. It discusses how DocuSign helps address challenges in today's sales environment by allowing users to stay digital, mobile, easy to use, and increase execution speed. DocuSign automates electronic signature and transaction management. It can integrate with NetSuite via pre-built connectors or custom integrations. A demo is shown of how DocuSign streamlines contract execution from within NetSuite.
DocuSign for NetSuite CRM webinar
- 1. Introduction to DocuSign for NetSuite CRM+
- 2. Agenda § Who is DocuSign? § How do we work with NetSuite?
- 3. Today’s Sales Environment § Competition is moving faster and faster § Customers demand high tech and high touch § Sales management needs real-time information about the pipeline, deals, etc. § Sales reps and customers are increasingly mobile § Focus on cost controls
- 5. Resulting Challenges Increase Adoption Rates § “Our sales reps use the CRM sporadically because they see it as busy work.” Stay in the Cloud, be Mobile § “I love the cloud. I want all my business processes to be automated and digital.” § “We need to send/sign on mobile devices.” Make it Easy § “I don’t want to learn something new.” Increase Execution Speed § “Our employees spend too much time getting contracts signed after getting to ‘yes.’
- 6. Stay Digital § Keep documents and data in digital format through the transaction § No more faxing, printing, mailing, re-keying data § Engage customers in minutes, rather than days § Close deals on mobile devices from anywhere “90% of Deals Close in 1 Day; 71% Close in 1 hour.”
- 7. Digital Transactions are More Efficient § Send to the right people in the right order § Signatures are always in the right place § Automatic reminders keep things moving § Templates automate things end-end “Not In Good Order to 0”
- 8. The Easy Way to Sign § Sign anywhere, anytime, from any device § No software required § Signers do not have to register § Browser ‘Auto-Nav’ walks signers through docs § Everyone gets a copy once completed “More than 33 million people in 188 countries have DocuSigned”
- 9. Increased Speed to Results Reduced Operating Costs Accurate & Secure Transactions Delighted Customers + CRM Benefits 90% of deals close in 1 day; 71% close in 1 hour Decreased paper cost by 90% at each facility Not in good order to 0 World-class security certification Sign anywhere, any device Contract execution cut to less than 1 hour
- 10. It Is More Than a Signature 10 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
- 11. What Makes a Business Class, Reliable Electronic Signature? Image of a Signature With Unique Digital Attributes ü Signed document electronically secure and tamper-proof ü Authentication Options ensure the identify of the signer ü Audit trail and certificate of completion ü Enforces consumer consent provision of ESIGN Act ü Automates document retention requirements ü Supports Digital Certificates for Non-US transactions ü Meets specialized rules from FDIC, FDA, HIPPA, and many others ü Shows Intent and custom with support for initials, chop, data collection and signing on the dotted line Managed by an ISO27001 Company 99.99% Up-‐:me
- 12. About DocuSign 0" 10" 20" 30" 2007" 2008" 2009" 2010" 2011" 2012" Our Vision Empower anyone to sign anything, anywhere, any4me. “DocuSign continues to build its lead” 2012 UserMillions 60K New Unique Users Every Day, 35M Thus Far
- 13. How DocuSign works with NetSuite
- 14. Options for NetSuite Integration 1. Pre-built Connectors § DocuSign § Partners 2. Custom Integration § REST § SOAP
- 15. Option 1: DocuSign for NetSuite CRM+ § Send documents from any Opportunity, Estimate (Quote), or Customer object. § Add Send/Sign button from any object (native or custom) § Tags documents; Create automated workflows § Track the status of documents § Update settings from Administrative tab § Get Started Free! § Minutes to install, send your first envelope in under 5 minutes. § SuiteApp.com, out-of-the-box, Made for NetSuite badge
- 16. Demo
- 49. Option 2: Custom Integration § Why? § Integrate with more objects § Pull docs from other sources, automatically § Pull in and write back data § How? § Internal team § DocuSign § Partner § Resources available: § Full SOAP & REST API § Dev Center § Sample code § Documentation § Market place The DocuSign API was extremely easy to use, with plenty of code samples available. We were able to create a powerful integration with a well-defined process for certification. -Owen Scott, CIO, xRM “ “
- 50. Why DocSign Matters for CRM § Stay Digital: Automating the sales contract from end to end § Adoption: Increase use of CRM system § Accuracy: Ensure you get the data you need § Faster ROI: Close deals faster, from anywhere
- 51. Customer Spotlight “DocuSign was the only platform that could offer legal, secure electronic signatures for an online process, with deep NetSuite integration—while offering us the control over brand and user experience we sought.” Evan Trent, SVP of Corporate Development
- 52. How to Get Started § SuiteApp.com § Download free, out-of-the-box connector § Call DocuSign at 1-877-720-2040 § Purchase a subscription § Discuss additional business needs § NetSuite Rep or NetSuite Partner Community § Questions? § NetSuite@docusign.com
- 53. Thank you!