Introduction to DocuSign for NetSuite CRM+

Agenda

§  Who is DocuSign?

§  How do we work with NetSuite?

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

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.’

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.”  

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”  

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”  

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

It Is More Than a Signature

10  

DocuSign eSignature Transaction Management Platform

eForms Data

Preparation

Workflow 1

ePayment Identity eSign

Execution

2

Retention

Completion

3 Audit Trail Reporting

LOB CRM ERP

Platform Integrations

Anyone, Anything, Anywhere,

Anytime

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  

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

Use

r Mill

ions

60K New Unique Users Every Day, 35M Thus Far

How DocuSign works with NetSuite

Options for NetSuite Integration

1.  Pre-built Connectors § DocuSign § Partners

2.  Custom Integration § REST § SOAP

Option 1: DocuSign for NetSuite CRM+

§  Send documents from any Opportunity, Estimate (Quote), or Customer object.

§  Add Send/Sign button from any object (native or custom)

§  Tags documents; Create automated workflows §  Track the status of documents §  Update settings from Administrative tab

§  Get Started Free! §  Minutes to install, send your first envelope

in under 5 minutes. §  SuiteApp.com, out-of-the-box, Made for

NetSuite badge

Demo

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

“

“

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

Customer Spotlight

“DocuSign was the only platform that could offer legal, secure electronic signatures for an online process, with deep NetSuite integration—while offering us the control over brand and user experience we sought.” Evan Trent, SVP of Corporate Development

How to Get Started

§  SuiteApp.com §  Download free, out-of-the-box

connector

§  Call DocuSign at 1-877-720-2040 §  Purchase a subscription §  Discuss additional business needs

§  NetSuite Rep or NetSuite Partner Community

§  Questions? §  NetSuite@docusign.com

Thank you!