Integration of Saleforce CRM with Docusign

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Be it big or small - all product companies lays emphasis on meeting client expectations without any legal hassles. Docusign with Salesforce will help you in: 1. Signing Documents Faster 2. Gain Better Control & Visibility 3. Streamlining of Common Task 4 .Reduce Sales Cycle Source: http://suyati.com/webinar/featured-webinar-salesforce-with-docusign/ For more information on Salesforce-Docusign integration, please email to jghosh@suyati.com Suyati Technologies Pvt Ltd 2nd Floor, B-Wing, Thapasya building, Infopark Kakkanad, Kochi 682030

Oct 21st, 2014
11am EST | 4 pm GMT
#suyatiwebinar
Aircraft Interior Design (Business Use case)

Suyati Technologies
Customization
Customize CRM to adapt
your company’s existing
processes
Improvements for –
Efficiency and Effectiveness
Development
Extend Salesforce CRM
Developing other apps on
the Force.com platform
using Apex, VisualForce
Migration
From Microsoft Dynamics
CRM, FileMakerPro, SAP, excel
sheets
Database migration via ETLs
like Dell Boomi, DBAmp
Integration
3rd party apps like
GoogleDrive, GoogleMaps,
MailChimp, ET, DocuSign,
Amazon WebServices,
BizTalk and Social Media

OUR
SPEAKER
Srinivas
Bheenanapalli
Technical Architect

@suyatitech
SuyatiTechnologies
@Suyati
TheSuyati
suyati-technologies-private-limited

• Introduction
• Typical Business Model – “Aircraft Interior Design”
• Workflow implementation
• DocuSign
– Installation
– Configuration
– Merging of SF data
– Connect
• Different domains where we can use DocuSign
Agenda

Aircraft Interior Design (Business Use case)

Introduction to DocuSign
DocuSign provides electronic signature
technology for facilitating electronic
exchanges of contracts and signed
documents between 2 parties
1. What is it ?

Introduction to DocuSign
Can be used any industry where
agreement from customer is required
2. Where is it used ?

Introduction to DocuSign
a)As an isolated application
b)Integration with SalesForce
c)Microsoft Outlook
d)Microsoft Word
e)Share point
3. How can we use it ?

Cabin Seat Slings Baggage Compartments
Carpets Wall Panel Foam
Finishing Materials Firewall Covers HeadLines
Seat Belts Refreshment Centers Insulation
Packages & Services
“Aircraft Interior Design” - Sample website

1. Needs assessment
2. Design Proposal
3. Layout Definition
4. 3D Mockup Generation
5. Technical Specification
6. Completion Follow-Up
Task list for a Service :-

Typical Business Model – “Aircraft Interior Design”

Cabin
Carpets
Finishing Materials
Seat Belts
Seat Slings
Wall Panel
Firewall Covers
Refreshment Centers
Baggage Compartments
Free Maintenance – 1 Year
Foam
Headlines
Insulation
Purchasing a package

Get signed
agreements
from customer
Service Order created in SalesForce

1. Installation
2. Configuration
3. Merging of SF data
4. Connect
Important topics for DocuSign

Go the App exchange in SalesForce. Click on DocuSign for installation
Installation & Configuration
1

DocuSign related tabs will be displayed in SF
Installation & Configuration
2

Select DocuSign Admin tab to manage your account
Installation & Configuration
3

Can tie-up custom
button to
DocuSign
DocuSign connect for SalesForce

Jet Aviation(agreements@jetaviation.com) Customer clicks the
button to open the
agreement in
DocuSign app
1. Customer receives a request through email to sign the agreement

2. User reviews the agreement and either accepts/declines
Customer
signing the
agreement

1. SF user sends agreement
2. Customer receives the agreement with the service order details
3. Customer accept/declines the agreement (online using DocuSign)
4. DocuSign status will be updated in SF
5. Signed agreement will be stored as an attachment in SF
Workflow in a nutshell

To name a few –
• Book Publishing Industry
• Manufacturing
• Customized Healthcare products
• ……
• ……
Different domains where we can use DocuSign

To watch the demo online please click below

Thank You
Feel free to share this information

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Integration of Saleforce CRM with Docusign

1. Oct 21st, 2014 11am EST | 4 pm GMT #suyatiwebinar Aircraft Interior Design (Business Use case)

2. Suyati Technologies Customization Customize CRM to adapt your company’s existing processes Improvements for – Efficiency and Effectiveness Development Extend Salesforce CRM Developing other apps on the Force.com platform using Apex, VisualForce Migration From Microsoft Dynamics CRM, FileMakerPro, SAP, excel sheets Database migration via ETLs like Dell Boomi, DBAmp Integration 3rd party apps like GoogleDrive, GoogleMaps, MailChimp, ET, DocuSign, Amazon WebServices, BizTalk and Social Media

3. OUR SPEAKER Srinivas Bheenanapalli Technical Architect

4. @suyatitech SuyatiTechnologies @Suyati TheSuyati suyati-technologies-private-limited

5. • Introduction • Typical Business Model – “Aircraft Interior Design” • Workflow implementation • DocuSign – Installation – Configuration – Merging of SF data – Connect • Different domains where we can use DocuSign Agenda

6. Aircraft Interior Design (Business Use case)

7. Introduction to DocuSign DocuSign provides electronic signature technology for facilitating electronic exchanges of contracts and signed documents between 2 parties 1. What is it ?

8. Introduction to DocuSign Can be used any industry where agreement from customer is required 2. Where is it used ?

9. Introduction to DocuSign a)As an isolated application b)Integration with SalesForce c)Microsoft Outlook d)Microsoft Word e)Share point 3. How can we use it ?

10. Cabin Seat Slings Baggage Compartments Carpets Wall Panel Foam Finishing Materials Firewall Covers HeadLines Seat Belts Refreshment Centers Insulation Packages & Services “Aircraft Interior Design” - Sample website

11. 1. Needs assessment 2. Design Proposal 3. Layout Definition 4. 3D Mockup Generation 5. Technical Specification 6. Completion Follow-Up Task list for a Service :-

12. Typical Business Model – “Aircraft Interior Design”

13. Registration

14. New contact record in SalesForce

15. Cabin Carpets Finishing Materials Seat Belts Seat Slings Wall Panel Firewall Covers Refreshment Centers Baggage Compartments Free Maintenance – 1 Year Foam Headlines Insulation Purchasing a package

16.

17. Get signed agreements from customer Service Order created in SalesForce

18.

19. 1. Installation 2. Configuration 3. Merging of SF data 4. Connect Important topics for DocuSign

20. Go the App exchange in SalesForce. Click on DocuSign for installation Installation & Configuration 1

21. DocuSign related tabs will be displayed in SF Installation & Configuration 2

22. Select DocuSign Admin tab to manage your account Installation & Configuration 3

23. Custom tags Merging of SalesForce data

24. Can tie-up custom button to DocuSign DocuSign connect for SalesForce

25. Jet Aviation(agreements@jetaviation.com) Customer clicks the button to open the agreement in DocuSign app 1. Customer receives a request through email to sign the agreement

26. 2. User reviews the agreement and either accepts/declines Customer signing the agreement

27. 1. SF user sends agreement 2. Customer receives the agreement with the service order details 3. Customer accept/declines the agreement (online using DocuSign) 4. DocuSign status will be updated in SF 5. Signed agreement will be stored as an attachment in SF Workflow in a nutshell

28. Workflow in a nutshell

29. To name a few – • Book Publishing Industry • Manufacturing • Customized Healthcare products • …… • …… Different domains where we can use DocuSign

30. To watch the demo online please click below

31. Thank You Feel free to share this information

Integration of Saleforce CRM with Docusign

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