solving biz problems with sugarexchange: session 6: turning your crm system from sales chore to...
DESCRIPTION
Many sales reps dread using their CRM system, feeling it’s a chore that keeps them from closing deals fast. Attendees will learn how DocuSign's electronic signature solution can boost CRM usage by as much as 300 percent, and how the ability to send for signature with just one click from their CRM system can turn the tool from sales chore to sales hero overnight. Attendees will discover through case studies and best practices how easily DocuSign's eSignature solution integrates with CRM systems helping companies accelerate transaction cycle times, increase speed to revenue, reduce costs, and enhance the customer experience.TRANSCRIPT
Turning Your CRM System From Sales Chore to Sales Hero with eSignature
Solving Business Problems with SugarExchange
Dan Reid
Director – Product Management @DocuSign@dbrucereid
www.docusign.com
04/12/2023 ©2012 SugarCRM Inc. All rights reserved. 2
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Agenda
Wait a “couple minutes” to get started (2 minutes)
Read this slide (1 minute) Intro and Dan/DocuSign Background (3
minutes) Overall Document Execution issues (10
minutes) Benefits (the hero part) (10 minutes) How’s it work? (6 minutes) Open Discussion (always the best part!) (18
minutes) Live Demo (if possible)
04/12/2023 ©2012 SugarCRM Inc. All rights reserved. 3
04/12/2023 ©2012 SugarCRM Inc. All rights reserved. 4
DocuSign?
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DocuSign The Clear Industry Leader
• Growing at 100%+
• 70% SaaS Market share
• Over 45,000 Paying Customers
• 50M+ Documents Sent
• Warrants Federal ESIGN Compliance
• Enterprise Class Multi-Tenant Platform
04/12/2023 ©2012 SugarCRM Inc. All rights reserved. 6
There’s only one good use for Paper!
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7
Paper Documents Cause Delay …
Customer Business Problems Bigger than Signatures
8
•Slow transactions•Too many errors•Lack of visibility•Re-keying &
reconciliation
•Lost documents or pages •Poor fax readability•Overnight shipping fees•Lost productivity
DocuSign Accelerates Your Business
•Faster transactions•No errors•Complete visibility•No re-keying or
reconciliation
•Secure documents•No faxing•No overnight shipping fees•Higher productivity
04/12/2023 ©2012 SugarCRM Inc. All rights reserved. 10
Is it Safe? I am scared!
©2010 DocuSign, Inc. Confidential.
DocuSign Ensures Flawless Security
Service100% Audit Log Strong AES EncryptionSHA-1 Hashing and Anti-tampering ControlsExported documents PKI signed
InfrastructureDocuSign Service is SAS70 and PCI compliantAnnual Penetration TestingGeographically Diverse SAS70 Type II Data Centers
Passed 100s of Information Security Assessments including:
Average DocuSign Contract Return Time
Source: DocuSign eSignature Service
9.3%
22.0%
36.1%
54.4%
75.3%
97.4%
Less than 10
min
Less than 30
min
Less than 1 hour
Less than 8 hour
Less than 24
hour
Less than 48
hour
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How’s it work with SugarCRM?
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Open Discussion and Q/A
04/12/2023 ©2012 SugarCRM Inc. All rights reserved. 25
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
04/12/2023 ©2012 SugarCRM Inc. All rights reserved. 26
04/12/2023 ©2012 SugarCRM Inc. All rights reserved. 27
Appendix
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“The effectiveness of a signature solution is not determined by the legal precedent for the acceptance of the signatures. Rather, it depends on good process management, good document control and the maintenance of a clear chain of evidence.”
Gartner, “Findings: The Legal Precedent for eSignatures is a Non-Issue”
DocuSign Champions Full Enforceability
Warrants Federal ESIGN Law Compliance
Provides consumer disclosure
Maintains court admissible audit trail in Industry Standard format
Performs external reviews with outside counselEmploys expert Chief Legal Officer successful in gaining further legislative and industry clarity and acceptance of electronic signatures
DocuSign Delivers Lower TCO
Ease of DeploymentEase of Customization
Rapid User AdoptionAutomated Upgrades3+ Releases per Year
Signer SupportTamper Proof Secure Storage
Disaster Recovery
Large Operating Expenses
Upgrade ExpenseCapital Expense
High RiskInfrastructureDedicated Staff
Time
Val
ue
Time
Val
ue
“The highest-ranking reason for choosing and using SaaS was TCO …..” Source: Gartner, November 2010
“SaaS enables fast deployment, better user adoption, and reduced support needs” Source: Forrester, July 2009
SoftwareBehind the firewall or Hosted
DocuSign
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DocuSign Awarded and Recognized