An Introduction to DocuSign for Salesforce

DOCUSIGN CONFIDENTIAL
Introduction to DocuSign for Salesforce
November 27, 2012

Questions? Email: dfswebinar@docusign.com 2

Common Challenges
§  “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”

Why eSignature?
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

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

eSignature & Beyond
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

Why Customers Choose DocuSign

DocuSign delivers extraordinary ROI
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

About LinkedIn
Talent Solutions Customers

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

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

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

Easy implementation & fast ROI
§  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

Essential elements of Use Cases
§  Data
§  Account and opportunity fields, deal terms, products, etc.
§  Documents
§  Contracts, NDAs, applications, etc.
§  People
§  Contacts, roles

How DocuSign Use Cases Align With Salesforce Clouds
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

“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

The Leader Across Industries

Sample Customer Results
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

An Introduction to DocuSign for Salesforce

More Related Content

What's hot

Viewers also liked

Similar to An Introduction to DocuSign for Salesforce

More from DocuSign

Recently uploaded

An Introduction to DocuSign for Salesforce