Solving Biz Problems with SugarExchange: Session 3:

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Electronic signatures have the power to transform your business and reduce your sales cycles by 30-50 percent. eSignatures can be your 'secret weapon' in closing deals faster, improving sales performance, and making it easier for your customers and partners to do business with you. This session will cover key customer case studies that highlight the ROI companies of all sizes have achieved using cloud based contracting. It will show you how to determine if cloud based contracting is right for your organization, how and when to apply esignature technology, and how to deal with the internal objections raised to using electronic signatures in your business.

Technology

Solving Biz Problems With SugarExchange

What’s the Big Deal about Electronic Signatures?

Amy Wang
Senior Product Manager, Adobe EchoSign

4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 2

Top 5 Reasons to Use e-Signatures

 Immediate ROI - Close more deals, close deals faster
Get agreements signed in minutes instead of days

 Increase efficiency
Eliminate contracting overhead, let your team focus on their core competencies

 Get complete visibility into the signing process
No more lost faxes, no end-of-quarter anxiety
Know exactly how your team performs

 Streamline and automate your contracting processes
Easily achieve compliance across your entire team
Automate contract creation and execution

 Go green

Tweet: #SCON12

Adobe EchoSign: securely sign, send &
archive web contracts
 Ease of use
Simple, quick, entirely web-based solution
Real-time visibility into the entire process
10x better than the alternative – paper, fax,
email
 Works the way you want – many
workflows, options & features
Highly customizable to fit your business
needs
Always gets the job done – any scenario,
anytime, anywhere
 Ubiquitous
Send, track & file from wherever your
documents are created or stored
Pre-built integration into SugarCRM

Transform contracting into a positive collaborative experience.

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What are Customers Saying?

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How it Works
… Send Contracts for Signature from EchoSign UI or SugarCRM

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Sign the Works Want
How it Way You
… Customer Signs Effortlessly Anyway They Want

… Biometric Mobile Fax
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Any time, any where, in any language

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How it Works
… Copies of signed agreement sent to all parties and securely archived

Tweet: #SCON12
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Customer Example

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Business Problem
http://thelistinc.com/vip

 The List, a successful provider of B2B marketing and
sales data, was using paper-based processes to
finalize agreements with customers.
 Due to growth, paper agreements became a burden.
 Storage and retrieval was a problem due to the
volume of customers.

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4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 12

Business Goal
http://thelistinc.com/vip

 The List partnered with Synaxis to move their
agreements online, eliminating paper and faxes as
well as physical storage of agreements.

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Solution
http://thelistinc.com/vip

 Synaxis helped The List implement Echosign for
SugarCRM into their workflow.
 Through the SugarCRM product catalog, sales
executives create quotes and get them signed
electronically, all within SugarCRM.

Tweet: #SCON12
4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 14

The Results
http://thelistinc.com/vip

 With an electronic process contained entirely in
SugarCRM, the customer saved 85% of the time
previously required to process an agreement.
 In addition, there is a decrease in time required to
research agreements and process payments.

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4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 15

Solution Walkthrough

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Integrated with SugarCRM Quotes

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Send for Signature

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Recipient Receives Email Notification

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4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 19

Recipient Signs Agreement

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4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 20

Recipient Signs Agreement

Tweet: #SCON12
4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 21

All Parties Receive Copy of Signed
Agreement

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4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 22

Updated Immediately in SugarCRM

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4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 23

Event Tracking and Archiving

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Signed PDF Stored in SugarCRM

Tweet: #SCON12
4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 25

Get EchoSign for SugarCRM

 Download from SugarExchange

Tweet: #SCON12
4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 26

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#SCON12

4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 28

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Solving Biz Problems with SugarExchange: Session 3:

1. Solving Biz Problems With SugarExchange What’s the Big Deal about Electronic Signatures?

3. Top 5 Reasons to Use e-Signatures  Immediate ROI - Close more deals, close deals faster Get agreements signed in minutes instead of days  Increase efficiency Eliminate contracting overhead, let your team focus on their core competencies  Get complete visibility into the signing process No more lost faxes, no end-of-quarter anxiety Know exactly how your team performs  Streamline and automate your contracting processes Easily achieve compliance across your entire team Automate contract creation and execution  Go green Tweet: #SCON12

4. Adobe EchoSign: securely sign, send & archive web contracts  Ease of use Simple, quick, entirely web-based solution Real-time visibility into the entire process 10x better than the alternative – paper, fax, email  Works the way you want – many workflows, options & features Highly customizable to fit your business needs Always gets the job done – any scenario, anytime, anywhere  Ubiquitous Send, track & file from wherever your documents are created or stored Pre-built integration into SugarCRM Transform contracting into a positive collaborative experience. Tweet: #SCON12 4

5. Our Customers Tweet: #SCON12 5

6. What are Customers Saying? Tweet: #SCON12

8. Sign the Works Want How it Way You … Customer Signs Effortlessly Anyway They Want … Biometric Mobile Fax Tweet: #SCON12

9. Any time, any where, in any language Tweet: #SCON12

12. Business Problem http://thelistinc.com/vip  The List, a successful provider of B2B marketing and sales data, was using paper-based processes to finalize agreements with customers.  Due to growth, paper agreements became a burden.  Storage and retrieval was a problem due to the volume of customers. Tweet: #SCON12 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 12

13. Business Goal http://thelistinc.com/vip  The List partnered with Synaxis to move their agreements online, eliminating paper and faxes as well as physical storage of agreements. Tweet: #SCON12 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 13

14. Solution http://thelistinc.com/vip  Synaxis helped The List implement Echosign for SugarCRM into their workflow.  Through the SugarCRM product catalog, sales executives create quotes and get them signed electronically, all within SugarCRM. Tweet: #SCON12 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 14

15. The Results http://thelistinc.com/vip  With an electronic process contained entirely in SugarCRM, the customer saved 85% of the time previously required to process an agreement.  In addition, there is a decrease in time required to research agreements and process payments. Tweet: #SCON12 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 15

27. Submit Session Feedback Select the SugarCon Mobile App: 1) Tap on this session 2) Tap on survey 3) Submit your feedback *Prizes for attendees who submit session feedback using the Mobile App 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 27

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