DocuSign For SugarCRM
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The document introduces DocuSign's integration with SugarCRM, emphasizing the need for efficiency in sales and documentation processes in a fast-paced, mobile-driven environment. It highlights the advantages of electronic signatures, including speed, cost reduction, and enhanced security, while providing details on how organizations can implement DocuSign with SugarCRM. Additionally, it showcases customer success stories and the legal validity of electronic signatures as permitted by the U.S. eSign Act.
DocuSign For SugarCRM
- 1. Introduction to DocuSign for SugarCRM
- 2. Agenda § Who is DocuSign? § How we work with SugarCRM? § SugarCRM
- 3. Today’s Sales Environment § Competition is moving faster and faster § Customers demand high tech and high touch § Sales management needs real-time information about the pipeline, deals, etc. § Sales reps and customers are increasingly mobile § Focus on cost controls
- 5. Resulting Challenges Increase 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.’
- 6. Stay Digital § Keep documents and data in digital format through the transaction § No more faxing, printing, mailing, re- keying data § Engage customers in minutes, rather than days § Close deals on mobile devices from anywhere “90% of Deals Close in 1 Day; 71% Close in 1 hour.”
- 7. Digital Transactions are More Efficient § Send to the right people in the right order § Signatures are always in the right place § Automatic reminders keep things moving § Templates automate things end- end “Not In Good Order to 0”
- 8. The Easy Way to Sign § Sign anywhere, anytime, from any device § No software required § Signers do not have to register § Browser ‘Auto-Nav’ walks signers through docs § Everyone gets a copy once completed “More than 33 million people in 188 countries have DocuSigned”
- 9. Increased Speed to Results Reduced Operating Costs Accurate & Secure Transactions Delighted Customers + CRM Benefits 90% of deals close in 1 day; 71% close in 1 hour Decreased paper cost by 90% at each facility Not in good order to 0 World-class security certification Sign anywhere, any device Contract execution cut to less than 1 hour
- 10. It Is More Than a Signature 10 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
- 11. What Makes a Business Class, Reliable Electronic Signature? Image of a Signature With Unique Digital Attributes ü Signed document electronically secure and tamper-proof ü Authentication Options ensure the identify of the signer ü Audit trail and certificate of completion ü Enforces consumer consent provision of ESIGN Act ü Automates document retention requirements ü Supports Digital Certificates for Non-US transactions ü Meets specialized rules from FDIC, FDA, HIPPA, and many others ü Shows Intent and custom with support for initials, chop, data collection and signing on the dotted line Managed by an ISO27001 Company 99.99% Up-‐:me
- 12. About DocuSign 0" 10" 20" 30" 2007" 2008" 2009" 2010" 2011" 2012" Our Vision Empower anyone to sign anything, anywhere, any4me. “DocuSign continues to build its lead” 2012 UserMillions 60K New Unique Users Every Day, 35M Thus Far
- 13. How DocuSign works with SugarCRM
- 14. Options for SugarCRM Integration 1. Pre-built Connectors § DocuSign § Partners 2. Custom Integration § REST § SOAP
- 15. 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 first envelope in under 5 minutes § SugarExchange, SugarForge out-of-the- box § Get started Free!
- 16. Demo
- 38. 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 place The DocuSign API was extremely easy to use, with plenty of code samples available. We were able to create a powerful integration with a well-defined process for certification. -Owen Scott, CIO, xRM “ “
- 39. “DocuSign helps users – including Sugar’s own sales reps – close deals faster. Using DocuSign with SugarCRM is a great way for customers to improve the efficiency of their sales team, increase ROI and extend the value of Sugar’s platform. ” Clint Oram, Co-Founder and CTO, SugarCRM
- 40. Customer Spotlight § Why electronic signature? § Why DocuSign? § How are you using it?
- 41. Why DocSign Matters for CRM § Stay Digital: Automating the sales contract from end to end § Adoption: Increase use of CRM system § Accuracy: Ensure you get the data you need § Faster ROI: Close deals faster, from anywhere
- 42. How to Get Started § SugarExchange and SugarForge § Download free, out-of-the-box connector § Call DocuSign § Purchase a subscription § Discuss additional business needs § SugarCRM Partner Community
- 49. Sample Customers, Use Cases and ROI Sales 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 get loans on the book from 10 to 1 Sample Customers Invoice processing Confirm logos are public; fix shadow around columns
- 50. The Most Asked Questions… How does my Signature get in there? Is It Legal? How do you know who signed?
- 51. Sample Customer Results 51 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
- 52. 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 a record 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 signed DocuSign is a system to ensure a legally enforceable contract has been generated and can easily be proven
- 53. How do you know who signed? Paper Record 5/1/2013 8:41:12 PM EST [email protected] IP: 192.156.22.122 ID Proofing Op4ons: • One Time Password • Phone Authen4ca4on • Knowledge Based Authen4ca4on • Witnessed Signing • Digital Cer4ficate Valida4on 5/1/2013 Tamper-proofcontainer