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DocuSign For SugarCRM


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As you utilize DocuSign for SugarCRM across your business and take advantage of your electronic signature capabilities:

- Sales will be able to close deals faster
- HR can bring on top talent quicker
- Finance can accelerate speed to revenue
- Procurement can lock in pricing sooner

Published in: Technology, Business
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DocuSign For SugarCRM

  1. 1. Introduction to DocuSign for SugarCRM
  2. 2. Agenda§  Who is DocuSign?§  How we work with SugarCRM?§  SugarCRM
  3. 3. Today’s Sales Environment§  Competition is moving faster and faster§  Customers demand high tech and hightouch§  Sales management needs real-timeinformation about the pipeline, deals, etc.§  Sales reps and customers areincreasingly mobile§  Focus on cost controls
  4. 4. Resulting ChallengesIncrease 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.’
  5. 5. Stay Digital§  Keep documents and data in digitalformat through the transaction§  No more faxing, printing, mailing, re-keying data§  Engage customers in minutes, ratherthan days§  Close deals on mobile devices fromanywhere“90%  of  Deals  Close  in  1  Day;  71%  Close  in  1  hour.”  
  6. 6. Digital Transactions are More Efficient§  Send to the right people in theright order§  Signatures are always in the rightplace§  Automatic reminders keep thingsmoving§  Templates automate things end-end“Not  In  Good  Order  to  0”  
  7. 7. The Easy Way to Sign§  Sign anywhere, anytime, fromany device§  No software required§  Signers do not have to register§  Browser ‘Auto-Nav’ walks signersthrough docs§  Everyone gets a copy oncecompleted“More  than  33  million  people  in  188  countries  have  DocuSigned”  
  8. 8. Increased Speed toResultsReduced Operating CostsAccurate & SecureTransactionsDelighted Customers+ CRM Benefits90% of deals close in 1 day; 71% close in 1 hourDecreased paper cost by 90% at each facilityNot in good order to 0World-class security certificationSign anywhere, any deviceContract execution cut to less than 1 hour
  9. 9. It Is More Than a Signature10  DocuSign eSignature Transaction Management PlatformeForms DataPreparationWorkflow1ePaymentIdentity eSignExecution2RetentionCompletion3Audit TrailReportingLOBCRMERPPlatformIntegrationsAnyone, Anything,Anywhere,Anytime
  10. 10. What Makes a Business Class, Reliable Electronic Signature?Image of a SignatureWith Unique Digital Attributesü Signed document electronically secure and tamper-proofü Authentication Options ensure the identify of the signerü Audit trail and certificate of completionü Enforces consumer consent provision of ESIGN Actü Automates document retention requirementsü Supports Digital Certificates for Non-US transactionsü Meets specialized rules from FDIC, FDA, HIPPA, and many othersü Shows Intent and custom with support for initials, chop, datacollection and signing on the dotted lineManaged  by    an  ISO27001  Company  99.99%  Up-­‐:me  
  11. 11. About DocuSign0"10"20"30"2007" 2008" 2009" 2010" 2011" 2012"Our  Vision  Empower  anyone  to  sign  anything,  anywhere,  any4me.  “DocuSign continues tobuild its lead”2012UserMillions60K New Unique UsersEvery Day, 35M Thus Far
  12. 12. How DocuSign works withSugarCRM
  13. 13. Options for SugarCRM Integration1.  Pre-built Connectors§ DocuSign§ Partners2.  Custom Integration§ REST§ SOAP
  14. 14. Option 1: DocuSign for SugarCRM§  Send documents from any Opportunity,Account, Contract, or Quote object§  Track the status of documents§  Minutes to install, send your firstenvelope in under 5 minutes§  SugarExchange, SugarForge out-of-the-box§  Get started Free!
  15. 15. Demo
  17. 17. 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 placeThe DocuSign API was extremely easyto use, with plenty of code samplesavailable. We were able to create apowerful integration with a well-definedprocess for certification.-Owen Scott, CIO, xRM““
  18. 18. “DocuSign helps users – including Sugar’s own sales reps – closedeals faster. Using DocuSign with SugarCRM is a great way forcustomers to improve the efficiency of their sales team, increaseROI and extend the value of Sugar’s platform. ”Clint Oram,Co-Founder and CTO, SugarCRM
  19. 19. Customer Spotlight§  Why electronic signature?§  Why DocuSign?§  How are you using it?
  20. 20. Why DocSign Matters for CRM§  Stay Digital: Automating the sales contract fromend to end§  Adoption: Increase use of CRM system§  Accuracy: Ensure you get the data you need§  Faster ROI: Close deals faster, from anywhere
  21. 21. How to Get Started§  SugarExchange andSugarForge§  Download free, out-of-the-boxconnector§  Call DocuSign§  Purchase a subscription§  Discuss additional businessneeds§  SugarCRM Partner Community
  22. 22. Sample Customers, Use Cases and ROISales  automa4on  &  CRM  Purchasing/Sales  Agreements      Sample  Use  Cases   Sample  Successes  •  CRM  system  usage  up  300%  •  Contract  Execu4on  Cut  To  Less  Than  1  Hour    •  Complete  88%  of  contracts  in  10  minutes  or  less    •  Reduced days to getloans on the bookfrom 10 to 1    Sample  Customers  Invoice  processing  Confirm  logos  are  public;  fix  shadow  around  columns  
  23. 23. The Most Asked Questions…How  does  my  Signature  get  in  there?  Is  It  Legal?  How  do  you  know  who  signed?  
  24. 24. Sample Customer Results51  Use  Of  CRM  Up  300%;  500  Non-­‐Produc:ve  Admin  Hours  Slashed  Cut  Days  To  Cash  From  120  to  30  Close  Rates  Doubled  From  24%  to  50%;  Not  In  Good  Order  to  0  Close  Rates  Up  30%  Contract  Execu:on  Cut  To  Less  Than  1  Hour  Increased  Revenue  by  $3.094M  Annually  Increased  Revenue  By  $3.1M  Annually  
  25. 25. eSignature Legal/Enforceable§  Legality of eSignatures§  US Federal ESIGN Act (Electronic Signatures in Global and National Commerce)enacted in 2000.§  “an electronic sound, symbol, or process attached to or logically associated with arecord and executed or adopted by a person with the intent to sign the record”§  Enforceability§  To enforce an electronic record you need to prove:§  Who signed§  What they saw when they signed§  That they knew they were signing§  The record has not been tampered with since they signedDocuSign  is  a  system  to  ensure  a  legally  enforceable  contract  has  been  generated  and  can  easily  be  proven  
  26. 26. How do you know who signed?Paper    Record  5/1/2013  8:41:12  PM  EST  IP:  ID  Proofing  Op4ons:  •  One  Time  Password  •  Phone  Authen4ca4on  •  Knowledge  Based  Authen4ca4on  •  Witnessed  Signing  •  Digital  Cer4ficate  Valida4on        5/1/2013Tamper-proofcontainer