solving biz problems with sugarexchange: session 3:
DESCRIPTION
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.TRANSCRIPT
What’s the Big Deal about Electronic Signatures?
Solving Biz Problems With SugarExchange
Amy Wang
Senior Product Manager, Adobe EchoSign
04/12/2023 ©2012 SugarCRM Inc. All rights reserved. 2
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Top 5 Reasons to Use e-Signatures
Immediate ROI - Close more deals, close deals fasterGet agreements signed in minutes instead of days
Increase efficiencyEliminate contracting overhead, let your team focus on their core competencies
Get complete visibility into the signing processNo more lost faxes, no end-of-quarter anxietyKnow exactly how your team performs
Streamline and automate your contracting processesEasily achieve compliance across your entire teamAutomate contract creation and execution
Go green
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Adobe EchoSign: securely sign, send & archive web contracts
Ease of useSimple, quick, entirely web-based solutionReal-time visibility into the entire process10x better than the alternative – paper, fax, email
Works the way you want – many workflows, options & features
Highly customizable to fit your business needsAlways gets the job done – any scenario, anytime, anywhere
UbiquitousSend, track & file from wherever your documents are created or storedPre-built integration into SugarCRM
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Transform contracting into a positive collaborative experience.
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Our Customers
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What are Customers Saying?
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… Send Contracts for Signature from EchoSign UI or SugarCRM
How it Works
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Sign the Way You Want
… Biometric Mobile Fax
How it Works… Customer Signs Effortlessly Anyway They Want
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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
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Customer Example
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Business Problem
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.
http://thelistinc.com/vip
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Business Goal
The List partnered with Synaxis to move their agreements online, eliminating paper and faxes as well as physical storage of agreements.
http://thelistinc.com/vip
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Solution
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.
http://thelistinc.com/vip
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The Results
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.
http://thelistinc.com/vip
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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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Recipient Signs Agreement
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Recipient Signs Agreement
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All Parties Receive Copy of Signed Agreement
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Updated Immediately in SugarCRM
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Event Tracking and Archiving
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Signed PDF Stored in SugarCRM
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Get EchoSign for SugarCRM
Download from SugarExchange
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Submit Session Feedback
Select the SugarCon Mobile App: 1) Tap on this session2) Tap on survey3) Submit your feedback
*Prizes for attendees who submit session feedback using the Mobile App
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