This document provides an introduction and overview of DocuSign for Salesforce. It discusses common challenges customers face with signing contracts such as time spent getting signatures and lack of visibility. It then introduces DocuSign's eSignature solution and how it can help by accelerating deals, increasing accuracy and security of transactions, and reducing costs. The document also summarizes how easy DocuSign is to implement within Salesforce, provides examples of use cases that align with the Salesforce clouds, and highlights sample customer results including reducing contract signing time and days to cash.
3. Common Challenges
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§ “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”
8. DocuSign delivers extraordinary ROI
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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
10. 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
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11. 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
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12. 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
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13. Easy implementation & fast ROI
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§ 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
14. Essential elements of Use Cases
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§ Data
§ Account and opportunity fields, deal terms, products, etc.
§ Documents
§ Contracts, NDAs, applications, etc.
§ People
§ Contacts, roles
15. How DocuSign Use Cases Align With Salesforce Clouds
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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
16. “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
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17. The Leader Across Industries
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18. Sample Customer Results
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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 Annually90% of Deals Close in 1 Day; 71% Close in 1 hour
Use Of Salesforce Up 300%; 500 Non-Productive Admin Hours Slashed