An Introduction to DocuSign for Salesforce

DOCUSIGN CONFIDENTIAL

Introduction to DocuSign for Salesforce

November 27, 2012

Questions? Email: [email protected] 2

Common Challenges


§  “Our employees spend too much time getting contracts signed after getting to ‘yes.’”

§  “We completely lose visibility into contract status after emailing/ faxing/overnighting.”

§  “We love Salesforce. We need to work within our existing system, not add a new one.”

§  “We ‘get’ eSignature, but we don’t have technical bandwidth right now”

Why eSignature?


Printing, faxing

Shipping (Multiple Signers)

Rekeying data

Missing signatures

Lost contracts

Accurate & Secure Transactions

Reduced Operating Costs

Delighted Customers

Increased Speed to Results

Error prone & unsecure

Costly operations

Slow execution

Poor customer experience

About DocuSign

0"

10"

20"

30"

2007" 2008" 2009" 2010" 2011" 2012"

Our Vision Empower anyone to

sign anything, anywhere, anytime.

“DocuSign continues to build its lead” 2012

Use

r Mill

ions

60K New Unique Users Every Day, 20M Thus Far

Questions? Email: [email protected]

eSignature & Beyond


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

Why Customers Choose DocuSign


DocuSign delivers extraordinary ROI


Cut Days To Cash From 120 to 30

Reduced Contract Signing Time from Weeks to Less than 48 Hours

Reduced Contract Turnaround by 78%; Increase Compliance to 100%

Decreased Paper Cost by 90% at Each Facility

Increased Revenue by $3.094M Annually 90% of Deals Close in 1 Day; 71% Close in 1 hour

Use Of Salesforce Up 300%; 500 Non-Productive Admin Hours Slashed

About LinkedIn


Talent Solutions Customers

The problem

10

Talent Solutions Customer

1.  Account executives complete contract with limited information

2.  Signed and returned incomplete

3.  Contracts returned to AR department with out critical information

$

Result: •  Inaccurate and incomplete information •  Hassle of tracking down information •  Lack of visibility •  +25 days to billing cycle


The solution

11

Talent Solutions Customer

1.  Contract automatically generated in Salesforce with click of a button

2.  Contract automatically populated from Opportunity

3.  Signed and returned complete contract

4.  Contracts returned to AR and immediately processed

$ +

Results: •  Convenient, secure process •  Works seamlessly with existing product – no need to

log into another system •  Data flows back to Salesforce •  Headache free! Complete and accurate information

the first time

25 days à 5 days = $1M in working capital


Overview of DocuSign for Salesforce

AppExchange Package that allows you to use DocuSign service within the native Salesforce.com environment

§  Here is what you can do: §  Manage users §  Merge data from any object §  Create automated workflows §  Send documents for signature §  Real time deal updates via Chatter §  Get status and data back into Salesforce


Easy implementation & fast ROI


§  Installation (minutes / hours)

§  AppExchange installation, connection to DS, option selection

§  Configuration (hours+)

§  Drag and drop buttons, or fully automated processes

§  Out of the box placement, or attached to any Object

§  Deployment (hours+)

§  As little as zero training

Essential elements of Use Cases


§  Data

§  Account and opportunity fields, deal terms, products, etc.

§  Documents

§  Contracts, NDAs, applications, etc.

§  People

§  Contacts, roles

How DocuSign Use Cases Align With Salesforce Clouds

Questions? Email: [email protected] 15 15

Sales

•  Sales Order Processing •  Customer Account

Provisioning •  Special Deal Terms •  Partner Agreements •  Referral Agreements •  Reseller Agreements

HR

•  New Hire Paperwork •  Candidate NDA •  On/Off-boarding Checklist •  PTO Management •  Employee Policy Distribution

and Signature •  Contractor Agreements •  Non-disclosure

Procurement

•  Purchase Order •  Statement Of Work •  Master Service Agreement •  RFP Sign Off •  Supplier Compliance

Support

•  Account Change •  Service / Work orders •  Terms Change •  Self Service Requests •  Compliance •  Field service

Legal

•  Contracts •  Non Disclosures •  Internal Compliance •  Intellectual Property

Licensing •  Outside Counsel

Agreements

Finance

•  Invoice Processing •  Expense Reporting •  Capitalization Management •  Audit Signoff •  Policy Management •  Inventory Signoff •  Asset Transfer/Retirement

IT / Operations

•  Asset Tracking •  Change Requests •  Requirements Sign Off •  Access Management •  Incident Reporting •  Production Change

Authorization •  Maintenance Authorization

Product Management

•  Change Management •  Release Management •  Code Review Reporting •  Requirements Acceptance •  Release Scope

Commitment

•  Front Desk Sign-in •  Work Orders •  Lease Agreements •  Move In / Move Out

Requests •  Parking Permits

Facilities

•  Event Registration •  Customer Communication

Approvals •  Mass Mailing / Email

Approvals

Marketing

“DocuSign has helped Salesforce.com move from an average of two days to close a deal, to

90% of deals closing in one day and 70% of deals closing in one hour.”

Meredith Schmidt SVP, Revenue Operations


The Leader Across Industries


Sample Customer Results


Cut Days To Cash From 120 to 30

Cut Delivery Costs by more than $10,000 per Month

Reduced Contract Signing Time from Weeks to Less than 48 Hours

Reduced Contract Turnaround by 78%; Increase Compliance to 100%

Decreased Paper Cost by 90% at Each Facility

Increased Revenue by $3.094M Annually 90% of Deals Close in 1 Day; 71% Close in 1 hour

Use Of Salesforce Up 300%; 500 Non-Productive Admin Hours Slashed

Thank You

Technology

An Introduction to DocuSign for Salesforce