This document provides an overview of how integrating DocuSign with Salesforce can streamline sales processes. It begins with an agenda and introductions. It then discusses how digital transaction management with DocuSign can replace inefficient paper-based processes and save costs. Examples are given of Traction on Demand customers like Great Canadian Heli-skiing and TELUS who implemented DocuSign within Salesforce to improve processes for customers. The document concludes with contact information for following up.
Bending cloud based technologies around your business using the Force.Braden Ford
Let’s call out the most valuable thing we have to offer a prospective client. Simply put, it’s people that care. People that find incredible motivation in solving complex challenges. People that believe that we can make a difference. People that believe a company can be more than a place to perform the function of work. People that believe in community. People that don’t respect or recognize the boundaries between internal teams and customers.
5 Easy Ways to Make Your Org Instantly More User FriendlyTraction on Demand
Have an intuitive User Experience using visuals
Reduce duplicate data entry
Make record creation easy with Quick Actions
Show users what they want, when they need it.
Visualize key indicators using Embedded Reports
The first app that allows guests to sign in when they arrive, complete a DocuSign NDA/Waiver, notify hosts of their arrival and collect that data, all in a matter of minutes.
We understand that complex enterprise organizations, for many reasons, are currently managing multiple orgs. With this, often comes a number of questions about how to best manage a multi-org environment.
Salesforce Communities Webinar - Great Canadian Heli-SkiingTraction on Demand
Today, it's not enough to gain customer loyalty just on a great product or service. To be successful you have to provide a memorable, connected experience. That's why Great Canadian Heli-Skiing (GCHS), a provider of world class heli-skiing tours, turned to Salesforce and Traction on Demand to develop a customer community to enhance their guest experience.
Bending cloud based technologies around your business using the Force.Braden Ford
Let’s call out the most valuable thing we have to offer a prospective client. Simply put, it’s people that care. People that find incredible motivation in solving complex challenges. People that believe that we can make a difference. People that believe a company can be more than a place to perform the function of work. People that believe in community. People that don’t respect or recognize the boundaries between internal teams and customers.
5 Easy Ways to Make Your Org Instantly More User FriendlyTraction on Demand
Have an intuitive User Experience using visuals
Reduce duplicate data entry
Make record creation easy with Quick Actions
Show users what they want, when they need it.
Visualize key indicators using Embedded Reports
The first app that allows guests to sign in when they arrive, complete a DocuSign NDA/Waiver, notify hosts of their arrival and collect that data, all in a matter of minutes.
We understand that complex enterprise organizations, for many reasons, are currently managing multiple orgs. With this, often comes a number of questions about how to best manage a multi-org environment.
Salesforce Communities Webinar - Great Canadian Heli-SkiingTraction on Demand
Today, it's not enough to gain customer loyalty just on a great product or service. To be successful you have to provide a memorable, connected experience. That's why Great Canadian Heli-Skiing (GCHS), a provider of world class heli-skiing tours, turned to Salesforce and Traction on Demand to develop a customer community to enhance their guest experience.
Data-Driven Marketing: Less ‘Spray’ more ‘Prey.’ The Journey to Better Custom...Braden Ford
Learn how organizations like Patagonia, MEC and even the Federal Liberal Party of Canada are leveraging data to better understand their customers and provide more relevant, personal, cross-channel customer experiences.
With this presentation, Sampsa Lindroos from Fluido accompanied by Lotta Laurin from Salesforce, speaking during the Marketing Automation Unplugged-event organized by SBD on February 5th 2015, explained how companies can succeed with their marketing automation through the use of Salesforce's Marketing Cloud solutions. They briefly went through the situation today, and presented some views on the future, all through the prism of Salesforce.
Become a Connected Nonprofit with NGO Connect Salesforce.org
The mobile and social era has transformed the way nonprofits connect with their supporters, they want a direct and immediate connection with those who share their values and can help advance their mission. Successful nonprofits must now deliver the anytime, anywhere, collaborative experience that today’s donors and volunteers expect and we have a solution that will help you...
- Get a complete picture of funders, campaigns and supporters
- Streamline event planning and execution
- Recruit, track and manage all of your volunteers
- Manage a lifetime of changes to deliver highly personal experiences
- Measure impact and report in real-time on fundraising and program effectiveness
The Salesforce.com Foundation is excited to launch - NGO Connect, a new app that helps nonprofits connect every aspect of their work to transform how they build and retain lifetime relationships with their constituents and the communities they serve.
NGO Connect helps nonprofits deliver greater impact by enabling them to innovate faster and connect with their constituents in a whole new way. Today’s Connected Nonprofit can execute at scale to get the job done, it makes the world’s leading social, mobile and cloud Salesforce1 platform even more powerful to the nonprofit sector.
Nonprofits of all sizes can now benefit from the sector’s emerging best practices and accelerate their ability to manage their greatest asset – a lifetime relationship with their constituents.
Learn more on our website and register now for our upcoming webinar to get a glimpse of what it truly means to Become a Connected Nonprofit.
An introduction to Salesforce Commerce Cloud Development, this talk has been presented at Dreamforce, Melbourne Developer Group & Hyderabad Developer Groups in year 2018
FinancialForce Professional Services Automation (PSA) DatasheetSwiftype
FinancialForce Professional Services Automation (PSA) is a cloud based services solution that leverages the power of Salesforce CRM and Force.com to manage your people, customers, projects and financials in one integrated services management application.
An Introduction to DocuSign for SalesforceDocuSign
DocuSign for Salesforce is the easiest, fastest and most secure way to send, track and store documents with Salesforce. Learn how DocuSign for Salesforce can help you reduce paper waste, shorten the sales cycle, and increase close rates by up to 30 percent. See firsthand DocuSign’s integration with Salesforce and why DocuSign is the global standard in eSignature.
Data-Driven Marketing: Less ‘Spray’ more ‘Prey.’ The Journey to Better Custom...Braden Ford
Learn how organizations like Patagonia, MEC and even the Federal Liberal Party of Canada are leveraging data to better understand their customers and provide more relevant, personal, cross-channel customer experiences.
With this presentation, Sampsa Lindroos from Fluido accompanied by Lotta Laurin from Salesforce, speaking during the Marketing Automation Unplugged-event organized by SBD on February 5th 2015, explained how companies can succeed with their marketing automation through the use of Salesforce's Marketing Cloud solutions. They briefly went through the situation today, and presented some views on the future, all through the prism of Salesforce.
Become a Connected Nonprofit with NGO Connect Salesforce.org
The mobile and social era has transformed the way nonprofits connect with their supporters, they want a direct and immediate connection with those who share their values and can help advance their mission. Successful nonprofits must now deliver the anytime, anywhere, collaborative experience that today’s donors and volunteers expect and we have a solution that will help you...
- Get a complete picture of funders, campaigns and supporters
- Streamline event planning and execution
- Recruit, track and manage all of your volunteers
- Manage a lifetime of changes to deliver highly personal experiences
- Measure impact and report in real-time on fundraising and program effectiveness
The Salesforce.com Foundation is excited to launch - NGO Connect, a new app that helps nonprofits connect every aspect of their work to transform how they build and retain lifetime relationships with their constituents and the communities they serve.
NGO Connect helps nonprofits deliver greater impact by enabling them to innovate faster and connect with their constituents in a whole new way. Today’s Connected Nonprofit can execute at scale to get the job done, it makes the world’s leading social, mobile and cloud Salesforce1 platform even more powerful to the nonprofit sector.
Nonprofits of all sizes can now benefit from the sector’s emerging best practices and accelerate their ability to manage their greatest asset – a lifetime relationship with their constituents.
Learn more on our website and register now for our upcoming webinar to get a glimpse of what it truly means to Become a Connected Nonprofit.
An introduction to Salesforce Commerce Cloud Development, this talk has been presented at Dreamforce, Melbourne Developer Group & Hyderabad Developer Groups in year 2018
FinancialForce Professional Services Automation (PSA) DatasheetSwiftype
FinancialForce Professional Services Automation (PSA) is a cloud based services solution that leverages the power of Salesforce CRM and Force.com to manage your people, customers, projects and financials in one integrated services management application.
An Introduction to DocuSign for SalesforceDocuSign
DocuSign for Salesforce is the easiest, fastest and most secure way to send, track and store documents with Salesforce. Learn how DocuSign for Salesforce can help you reduce paper waste, shorten the sales cycle, and increase close rates by up to 30 percent. See firsthand DocuSign’s integration with Salesforce and why DocuSign is the global standard in eSignature.
Salesforce Communities: The Power of your platform in the hands of your custo...Traction on Demand
As a leading provider of identity theft protection services in America, LifeLock teams up with partners across the country to sell their products and services that keep over 4 million people safe from identity theft. To do this effectively, their partners require a clear line of communication to the LifeLock team and a portal for tracking and reporting on their sales.
An Introduction to eSignatures and DocuSignDocuSign
DocuSign is the fastest, most secure way to sign, send, and store documents in the cloud. Whether you need to close a sales contract, buy a home or approve a project estimate, DocuSign is the most widely used eSignature.
The aim of each and every sales process is to finalise the transaction. Often this process takes far too long. How can you make sales meetings more satisfying for both, the client and the salesperson?
Accelerate The Sales Cycle Through The Perfect OrderSAP Ariba
Come hear a panel of Ariba sellers that subscribe to the concepts of the Supply Chain Council’s Perfect Order Initiative explain why they participate and how Ariba is an integral part in their plan to attain the "Perfect Order."
Traction Forge: Transformational Manufacturing StrategyBraden Ford
Today’s manufacturing organizations are facing a major transition; the pivot from “Cost per Unit” to “Customer Centric”. The focus is no longer on “faster and cheaper” but on “customer experience”. Learn how manufacturing companies are successfully transitioning to customer centric organizations.
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
How High Tech & Telecom Companies Grow Quickly & Efficiently with eSignaturesDocuSign
Technology and telecommunication companies are naturally the early adopters when it comes to new technology solutions. Global brands including T-Mobile, LinkedIn, Salesforce, Telstra and many more rely on DocuSign to grow. In this session, we looked at how you can apply these best practices to your company and accelerate your success.
We will present DocLink integrated document management for Sage 300. With this Sage endorsed solution, you can leverage existing data in your Sage 300 software to automatically and accurately index documents. Adopt document management in any department, with any process
T/DG provides production support solutionsfor operational efficiency and prod...The Digital Group
By implementing the solution proposed by The Digital Group, the client was able to achieve all the desired benefits
and improved both their operational efficiency and product quality thereby improving competitiveness.
How Ventura County GSA Document Services is evolving from a traditional in-plant based on large print volume to one focused on BPM and document management services, to deliver content across both physical and electronic channels.
HighQ and DocuSign - moving one step closer to digital transformationHighQ
Slides from joint HighQ and DocuSign webinar run by Stuart Barr, CPSO HighQ and Stephen Maguire, Account Executive DocuSign on how you can optimise, digitise and automate transactions and processes to drive efficiency and productivity.
Maximize ROI of Insurance Digital Transformation Initiatives with Proven Data...Precisely
Many insurance carriers are transforming the way they do business by deploying new software technologies, migrating data and services to the cloud, and leveraging artificial intelligence (AI) to speed decision-making. Data is at the heart of all these initiatives, and it has a direct impact on success or failure. When that data is integrated into upstream or downstream processes, it can also have a broader impact on the operational, analytical, and compliance needs of the organization. The traditional, and often ad-hoc, tools and processes that organizations employ to support data quality, data integrity, transaction reconciliation, and exception management are often inadequate. They do not provide the speed, technical agility, and intelligence demanded by digital transformation initiatives.
Join us to explore proven methods of how insurance carriers are maximizing ROI and minimizing the time-to-value of digital transformation initiatives by:
• Aligning data governance with organizational and project objectives to reduce implementation effort and duration
• Leveraging automated controls for data quality, including balance and reconciliation of data in motion to avoid operational disruptions and maintain regulatory compliance
• Increasing efficiency and capability through centralized data integrity solution
This webinar shows how DocuSign integrates with NetSuite CRM. There are many advantages to using DocuSign for NetSuite. These include increase speed to results, reduced operating costs, accurate and secure transactions, and delighted customers. DocuSign also offers the most secure eSignature solution. Learn more about how DocuSign works with NetSuite CRM.
Insurance Best Practices – A Transamerica Case StudyDocuSign
Modern insurers large and small are standardizing on DocuSign to delight customers while significantly reducing operating costs. During this session you will hear firsthand how World Financial Group (WFG),a Transamerica company, decided to move all operational documents to the DocuSign platform. This game-changing effort is revolutionizing the way WFG is doing business with agents. Discover lessons learned from the project, as well as what the future will hold.
Learn how to:
Eliminate manual signature from the insurance workflow
Slash field completion time from 30 minutes to 5
Save 60,000 administrative hours annually
Watch the on-demand webinar: http://www.docusign.com/webinars/insurance-best-practices-%E2%80%93-transamerica-case-study-ondemand
Digital Transformation is a systematic approach to your business that applies digital thinking across everything you do, from the front office to the back office. It’s what we refer to as “The New Business of Digital.” The quote you see summarizes that thought well.
This is an important distinction because not only is there a direct, tangible improvement to the specific area that you change through digital technology and digital thinking—for example, replacing hard-copy documents with electronic documents—but there is a significant value-add as well.
Through Digital Transformation, your processes are:
Optimized through intelligent information capture
Streamlined by removing time-consuming steps
Replaced with a new, simpler way of doing things
To learn how it impacts business download the presentation or visit our website http://www.fujixerox.com.au/products/
UiPath Test Automation using UiPath Test Suite series, part 3DianaGray10
Welcome to UiPath Test Automation using UiPath Test Suite series part 3. In this session, we will cover desktop automation along with UI automation.
Topics covered:
UI automation Introduction,
UI automation Sample
Desktop automation flow
Pradeep Chinnala, Senior Consultant Automation Developer @WonderBotz and UiPath MVP
Deepak Rai, Automation Practice Lead, Boundaryless Group and UiPath MVP
GraphRAG is All You need? LLM & Knowledge GraphGuy Korland
Guy Korland, CEO and Co-founder of FalkorDB, will review two articles on the integration of language models with knowledge graphs.
1. Unifying Large Language Models and Knowledge Graphs: A Roadmap.
https://arxiv.org/abs/2306.08302
2. Microsoft Research's GraphRAG paper and a review paper on various uses of knowledge graphs:
https://www.microsoft.com/en-us/research/blog/graphrag-unlocking-llm-discovery-on-narrative-private-data/
DevOps and Testing slides at DASA ConnectKari Kakkonen
My and Rik Marselis slides at 30.5.2024 DASA Connect conference. We discuss about what is testing, then what is agile testing and finally what is Testing in DevOps. Finally we had lovely workshop with the participants trying to find out different ways to think about quality and testing in different parts of the DevOps infinity loop.
Encryption in Microsoft 365 - ExpertsLive Netherlands 2024Albert Hoitingh
In this session I delve into the encryption technology used in Microsoft 365 and Microsoft Purview. Including the concepts of Customer Key and Double Key Encryption.
Transcript: Selling digital books in 2024: Insights from industry leaders - T...BookNet Canada
The publishing industry has been selling digital audiobooks and ebooks for over a decade and has found its groove. What’s changed? What has stayed the same? Where do we go from here? Join a group of leading sales peers from across the industry for a conversation about the lessons learned since the popularization of digital books, best practices, digital book supply chain management, and more.
Link to video recording: https://bnctechforum.ca/sessions/selling-digital-books-in-2024-insights-from-industry-leaders/
Presented by BookNet Canada on May 28, 2024, with support from the Department of Canadian Heritage.
Builder.ai Founder Sachin Dev Duggal's Strategic Approach to Create an Innova...Ramesh Iyer
In today's fast-changing business world, Companies that adapt and embrace new ideas often need help to keep up with the competition. However, fostering a culture of innovation takes much work. It takes vision, leadership and willingness to take risks in the right proportion. Sachin Dev Duggal, co-founder of Builder.ai, has perfected the art of this balance, creating a company culture where creativity and growth are nurtured at each stage.
LF Energy Webinar: Electrical Grid Modelling and Simulation Through PowSyBl -...DanBrown980551
Do you want to learn how to model and simulate an electrical network from scratch in under an hour?
Then welcome to this PowSyBl workshop, hosted by Rte, the French Transmission System Operator (TSO)!
During the webinar, you will discover the PowSyBl ecosystem as well as handle and study an electrical network through an interactive Python notebook.
PowSyBl is an open source project hosted by LF Energy, which offers a comprehensive set of features for electrical grid modelling and simulation. Among other advanced features, PowSyBl provides:
- A fully editable and extendable library for grid component modelling;
- Visualization tools to display your network;
- Grid simulation tools, such as power flows, security analyses (with or without remedial actions) and sensitivity analyses;
The framework is mostly written in Java, with a Python binding so that Python developers can access PowSyBl functionalities as well.
What you will learn during the webinar:
- For beginners: discover PowSyBl's functionalities through a quick general presentation and the notebook, without needing any expert coding skills;
- For advanced developers: master the skills to efficiently apply PowSyBl functionalities to your real-world scenarios.
Key Trends Shaping the Future of Infrastructure.pdfCheryl Hung
Keynote at DIGIT West Expo, Glasgow on 29 May 2024.
Cheryl Hung, ochery.com
Sr Director, Infrastructure Ecosystem, Arm.
The key trends across hardware, cloud and open-source; exploring how these areas are likely to mature and develop over the short and long-term, and then considering how organisations can position themselves to adapt and thrive.
Kubernetes & AI - Beauty and the Beast !?! @KCD Istanbul 2024Tobias Schneck
As AI technology is pushing into IT I was wondering myself, as an “infrastructure container kubernetes guy”, how get this fancy AI technology get managed from an infrastructure operational view? Is it possible to apply our lovely cloud native principals as well? What benefit’s both technologies could bring to each other?
Let me take this questions and provide you a short journey through existing deployment models and use cases for AI software. On practical examples, we discuss what cloud/on-premise strategy we may need for applying it to our own infrastructure to get it to work from an enterprise perspective. I want to give an overview about infrastructure requirements and technologies, what could be beneficial or limiting your AI use cases in an enterprise environment. An interactive Demo will give you some insides, what approaches I got already working for real.
Connector Corner: Automate dynamic content and events by pushing a buttonDianaGray10
Here is something new! In our next Connector Corner webinar, we will demonstrate how you can use a single workflow to:
Create a campaign using Mailchimp with merge tags/fields
Send an interactive Slack channel message (using buttons)
Have the message received by managers and peers along with a test email for review
But there’s more:
In a second workflow supporting the same use case, you’ll see:
Your campaign sent to target colleagues for approval
If the “Approve” button is clicked, a Jira/Zendesk ticket is created for the marketing design team
But—if the “Reject” button is pushed, colleagues will be alerted via Slack message
Join us to learn more about this new, human-in-the-loop capability, brought to you by Integration Service connectors.
And...
Speakers:
Akshay Agnihotri, Product Manager
Charlie Greenberg, Host
Software Delivery At the Speed of AI: Inflectra Invests In AI-Powered QualityInflectra
In this insightful webinar, Inflectra explores how artificial intelligence (AI) is transforming software development and testing. Discover how AI-powered tools are revolutionizing every stage of the software development lifecycle (SDLC), from design and prototyping to testing, deployment, and monitoring.
Learn about:
• The Future of Testing: How AI is shifting testing towards verification, analysis, and higher-level skills, while reducing repetitive tasks.
• Test Automation: How AI-powered test case generation, optimization, and self-healing tests are making testing more efficient and effective.
• Visual Testing: Explore the emerging capabilities of AI in visual testing and how it's set to revolutionize UI verification.
• Inflectra's AI Solutions: See demonstrations of Inflectra's cutting-edge AI tools like the ChatGPT plugin and Azure Open AI platform, designed to streamline your testing process.
Whether you're a developer, tester, or QA professional, this webinar will give you valuable insights into how AI is shaping the future of software delivery.
Dev Dives: Train smarter, not harder – active learning and UiPath LLMs for do...UiPathCommunity
💥 Speed, accuracy, and scaling – discover the superpowers of GenAI in action with UiPath Document Understanding and Communications Mining™:
See how to accelerate model training and optimize model performance with active learning
Learn about the latest enhancements to out-of-the-box document processing – with little to no training required
Get an exclusive demo of the new family of UiPath LLMs – GenAI models specialized for processing different types of documents and messages
This is a hands-on session specifically designed for automation developers and AI enthusiasts seeking to enhance their knowledge in leveraging the latest intelligent document processing capabilities offered by UiPath.
Speakers:
👨🏫 Andras Palfi, Senior Product Manager, UiPath
👩🏫 Lenka Dulovicova, Product Program Manager, UiPath
Neuro-symbolic is not enough, we need neuro-*semantic*Frank van Harmelen
Neuro-symbolic (NeSy) AI is on the rise. However, simply machine learning on just any symbolic structure is not sufficient to really harvest the gains of NeSy. These will only be gained when the symbolic structures have an actual semantics. I give an operational definition of semantics as “predictable inference”.
All of this illustrated with link prediction over knowledge graphs, but the argument is general.
Neuro-symbolic is not enough, we need neuro-*semantic*
Accelerate sales process canada traction joint webinar
1. Accelerating Growth with Digital Transaction Management
Streamline your sales processes with DocuSign for Salesforce
2. Today’s Presenters
Shirley Wright
Marketing Director, Canada
Salesforce
Shirley.wright@salesforce.com
Priya Patel
Product Marketing Manager
DocuSign
priya.patel@docusign.com
Chris Peacock
Vice President, Strategic Alliances
Traction on Demand
cpeacock@tractionondemand.com
Hans Vedo
Director, Development
Traction on Demand
hvedo@tractionondemand.com
3. Today’s Agenda
• DocuSign & Digital Transaction Management
• DocuSign Integration with Salesforce
• Traction + DocuSign + Salesforce = Customer Success
• Great Canadian Heli-skiing
• TELUS Door2Door Mobile Application
4.
5.
6. Unmanageable
Records
Disconnected
Systems
Current Sales Process
INTERNALEXTERNAL
Manual
Processing
Prohibitive
Experience
Digital
to Paper
High incompletion/error rates
No authentication
Slow manual routing
Customers
Manually validate
Return to customer if errors
Rekey data
Operations
Scrutiny and fines from poorly
documented process
Auditors/Regulators
Sales
CRM
CPQ
Admin time displaces selling time
No status visibility
No workflow automation
No upstream connectivity
Manually kick off downstream
Finance/IT
Incentive
Compensation
7. Unmanageable
Records
Disconnected
Systems
INTERNALEXTERNAL
Manual
Processing
Prohibitive
Experience
Digital
to Paper
High incompletion/error rates
No authentication
Slow manual routing
Customers
Manually validate
Return to customer if errors
Rekey data
Operations
Scrutiny and fines from poorly
documented process
Auditors/Regulators
Sales
CRM
CPQ
Admin time displaces selling time
No status visibility
No workflow automation
No upstream connectivity
Manually kick off downstream
Finance/IT
Incentive
Compensation
Current Sales Process
*Based on 3rd party value assessments with DocuSign customers
THE REAL COST OF EVERY TRANSACTION
Printing
Distribution
Document Creation
Preparation
Manage Status
Process Documents
IT
Printing
Distribution
Document Creation
Preparation
Manage Status
Process Documents
LEGAL
Printing
Distribution
Document Creation
Preparation
Manage Status
Process Documents
HR
Printing
Distribution
Document Creation
Preparation
Manage Status
Process Documents
PROCUREMENT
Printing
Distribution
Document Creation
Preparation
Manage Status
Process Documents
SALES
$28 per Transaction
8. Unmanageable
Records
Disconnected
Systems
INTERNALEXTERNAL
Manual
Processing
Prohibitive
Experience
Digital
to Paper
High incompletion/error rates
No authentication
Slow manual routing
Customers
Manually validate
Return to customer if errors
Rekey data
Operations
Scrutiny and fines from poorly
documented process
Auditors/Regulators
Sales
CRM
CPQ
Admin time displaces selling time
No status visibility
No workflow automation
No upstream connectivity
Manually kick off downstream
Finance/IT
Incentive
Compensation
Current Sales Process
*Based on 3rd party value assessments with DocuSign customers
THE REAL COST OF EVERY TRANSACTION
Company Size
Transaction
(Avg Annual)
$1B+
$500MM –
$1B
$100MM –
$500MM
< $100MM
1.5MM
500K
100K
20K
Costs (Annual)
$42MM
$14MM
$2.8MM
$560K
Organization Wide Costs
Cost per
Transaction
$28
$28
$28
$28
x
x
x
x
=
=
=
=
9. Streamlined Sales Process with DocuSign for Salesforce
Accessible
and Fully
Documented
Integrated
Downstream
Processing
Secure
Frictionless
Transaction
Digitally Managed
Business Process
Automated audit tracking and
storage integration
Auditors/Regulators
Sales
Automated workflow Management
and Transparency
Integrated with Salesforce
CRM CPQ
DTM
Other
Authentication options
Accessible on any device
Data validation
Digital audit trail
Customers
Downstream processes such as account
activation, billing and archiving are
automatically triggered
Operations/Finance/IT
10. 10+ Years of
Continuous Innovation
188 Countries
“DocuSigned”
50M+ Users
100K+ Customers
50K+ Per Day
11. DocuSign Trust Foundation
Available Secure Configurable Enforceable Global Open
Web&MobileApplications
Administration&Control
Core Services
TransactionRooms
DocuSignIntegrationFramework
WorkflowDataDocuments
Prepare
Authentication ServicesSignatures
Execute
Reporting RetentionCompliance
Manage
DocuSign Digital Transaction Management Platform
Users
Systems
13. Value from DocuSign for Salesforce
Deliver extraordinary ROI by making it easy, fast, and secure to collect and
process contracts – all without ever leaving Salesforce.
Close
more deals faster
with improved
contract
turnaround time
(ex: 14 days to
<1 day)
Cut
operating costs
(ex: $19.53
savings/
document)
Be
mobile
close deals
anywhere,
anytime
Increase
accuracy
with automated
data flow
Maximize
CRM investment
(ex: 300% increase
in CRM usage
organization-wide)
14. DocuSign for Salesforce Capabilities
Send documents for signature
Merge data from any object
Create automated workflows
Real time deal updates via Chatter
Salesforce1 ready
Get status and data back into Salesforce
Localized in 11 languages
16. About Traction
Experience: 9th year focused solely on SFDC
1600+ projects, 300+ custom Force.com apps developed
120 employees, 120+ Certifications
SMEs in all Clouds (Sales, Service, Marketing, Data, Force)
120 Employees across North America
No outsourcing, no offshoring, no contractors
B Corp Certified
Ranked 3rd best place to work in Canada
Completed DocuSign enablement June 2013 – sales, development
& declarative experts
18. Customer community built on the Force.com platform
• Self serve, secure environment
• Collects guest data and preferences pre arrival (i.e. dietary restrictions,
après-ski traditions, skill level and experience)
• Reduces administrative burden and data entry
• Enhanced, personalized experience for each guest
• Better understanding of the guest (360 degree view)
DocuSign integration used to collect all pre-trip customer data and
contractual documentation
• Binding release, medical declaration, waivers, ski rental documents, etc.
• Update content on DocuSign contracts then updates master records in SFDC
• Documents as a data source
Great Canadian Heli-skiing (GCH)
ABOUT GCH
• Est. 1988
• Located in Golden,
BC
• Premium heli-
skiing resort
• www.canadianheli-
skiing.com/
• Full customer
success story on
our website
19. Great Canadian Heli-skiing (GCH)
Guest
WaiversBookings
Feedback
Runs
Terrain
Relations
hips
$$
Serious
Interest
Complex data
model to
incorporate all
components of
guest
experience in
one place
20. Great Canadian Heli-skiing (GCH)
Guest Portal
includes a pre-
trip checklist
and status of
reservation
feature telling
the guests
what they
have left to
complete
before their
vacation.
21. Great Canadian Heli-skiing (GCH)
Self service
customer
profiles reduce
admin burden
and create
engagement
through ski
stats and
history.
22. Great Canadian Heli-skiing (GCH)
All pre-trip
information
collected
before
arriving at
destination.
DocuSign
integration.
23. Great Canadian Heli-skiing (GCH)
Forms
capture and
map data to
customer
records using
multiple field
types and
dynamic
fields
24. Retail energy supplier with customers in 21 states in
the US and 10 provinces in Canada
Direct Energy purchases electric and gas commodity
products off the wholesale market and supplies it to
the local utility to distribute
Traction on Demand was engaged to enable Direct
Energy’s field sales teams to sell commodity products
through over 80 utilities across 12 states. The door-to-
door, field sales channel, is Direct Energy’s largest sales
channel.
Direct Energy Mobile Sales App
ABOUT DIRECT
ENERGY
• NA wide energy
supplier (natural
gas & electricity)
• Est: 1985
• HQ: Houston, Texas
25. • Mobile application launched to support growth of
the direct sales channel
• Reduce reliance on paper contracts
• Expedite the contract signature to installation process (time
reduced by over 40%)
• Increases in quality customer data, sales rates, agent
productivity
• Decrease in service cancellations
• DocuSign integration for immediate, at-the-door
contract signature
• Supports increase in sales close rates with faster and more
simple contracting
• Roadmap: Integration of Door2Door app in kiosks &
retail locations across the country
TELUS Door2Door Mobile App
ABOUT TELUS
• Est. 1990
• HQ: Located in
Vancouver, BC
• ~41,000
employees
• 2013 Revenue:
$10.6B
• Top 3 Telco in
Canada
• Full customer
success story on
our website
26. Learn more about how integrating Salesforce and
DocuSign will accelerate your business processes
• Chris Peacock – cpeacock@tractionondemand.com
• Priya Patel – Priya.patel@docusign.com
• Shirley Wright – Shirley.wright@salesforce.com
Follow Up
WHERE THIS DATA ACTUALLY CAME FROM (2min)
This year - In collaboration with MIT Sloan and our partners, we collected data from over 1,000 salesforce customers - from around the world.
Companies of all sizes, enterprise and unlimited
All functions - in fact we tailored the questions to the functions
As an example, here’s a typical sales process we’ve captured in working with our customers.
Many customers have already invested in CRM Systems (i.e. Salesforce, Oracle, MSFT) and CPQ – ConfigurePriceQuote (Apptus, Bigmachines) to manage the sales process. Yet at the moment of truth, when a contract needs to be executed, they relied on printed documents. These documents were sent via mail to customers for signoff. Sales execs were wasting time on administrative tasks vs selling time. There was no visibility for both the sales rep and management. In fact, the only way to manage the process was via constant phone calls to the customer. Organizations suffered from a “Digital to Paper” problem.
The “Digital to Paper” problem resulted in a prohibitive experience for customers that needed to review and approve contracts. Customers were forced to print out contracts. They were completely tied to their desks. Often times, contracts were complex and required multiple layers of approvals. And the only way they could manage workflow was via interoffice mail. This resulted in high incompletion rates and errors. There’s no authentication or audit trail. And the routing process was incredibly slow and time consuming.
When documents were finally returned, the operations team had to manually validate every document that came back. Were all the fields complete? Was this the correct version of the document? If there were errors, the contract was returned to the customer for another round of costly approvals. If it was complete, the data was manually rekeyed so service or account could be activated.
Downstream teams had no visibility into the process, and must manually kick off billing, invoicing, incentive compensation, and archiving processes.
Finally, because of the unstructured paper-based process, auditors and regulators had no way to validate that compliant processes were followed throughout the transaction resulting in high levels of scrutiny and potential financial and legal ramifications.
Our customers came to the realization that with every transaction, there was a hidden cost that included printing, distribution, document creation, document preparation, managing status, and document processing. A 3rd party value assessment firm worked with DocuSign customers and determined that on average these costs add up to $28 per transaction.
Imagine the costs of these transactions across every document centric transaction across your organization.
Based on benchmarks by organization size, this means the hidden cost can be $##.
With DocuSign’s Digital Transaction Management platform, organizations have streamlined the sales process for employees and customers, provided greater management visibility, and created traceability and accountability to ensure the process is compliant.
Leveraging DocuSign’s DTM solution from the start enabled organizations to automate workflow and have complete visibility into the status of the transaction as it moves through the process. By integrating with upstream systems, digital documents can be automatically generated, eliminating the time and costs of the Digital to Paper problem.
Customers can sign anytime, anywhere, on any device. Customers are taken through a digitally guided approval experience, ensuring there are no errors in completing the document. Approvals can be automated to route sequentially or in parallel to rapidly accelerate the approval process. All of these actions are captured in the background to ensure a complete and traceable audit trail is captured with every transaction.
Processes downstream that were previously disjointed can now be brought into the fold. Invoicing, billing, incentive compensation systems can be integrated and kicked off automatically upon completion of the transaction to further streamline the process to save time and costs.
Finally, organizations stay in compliance because DocuSign enables them to control the workflow from the very start, provide multiple levels of authentication options to meet the needs of any organization, and capture the actions taken by everyone that interacts with the transaction in the form of a Certificate of Completion.
What you may not know about DocuSign is that…
Trusted
We invented cloud-based eSignature in 2003. And we’ve expanded our solution beyond eSignature to include any of your business transactions that still aren’t digital.
We enable you to digitize entire end-to-end business processes, or what is called Digital Transaction Management
Because organizations are running mission critical transactions, we provide the highest levels of availability and security capabilities in the industry
Global
Users in 188 countries have DocuSigned
Service available in 43 languages
Offices in SF, Seattle, London, Paris, Sydney, and Sao Paolo
Leader
Over 110,000 paying customers ranging from to complete mission critical digital transactions with their customers
Adding 40,000 new users daily
Close to 1M transactions daily are processed over our cloud network
10 of the top 15 US Wealth Mgmt Firms are customers
11 of the top 15 US Insurance Carriers are customers
#1 with analysts Forrester, Gartner, and Ombud