As you utilize DocuSign for SugarCRM across your business and take advantage of your electronic signature capabilities: - Sales will be able to close deals faster - HR can bring on top talent quicker - Finance can accelerate speed to revenue - Procurement can lock in pricing sooner

1. Introduction to DocuSign for SugarCRM

2. Agenda
§ Who is DocuSign?
§ How we work with SugarCRM?
§ SugarCRM

3. 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

5. 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.’

6. 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.”

7. 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”

8. 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”

9. 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

10. It Is More Than a Signature
10
DocuSign eSignature Transaction Management Platform
eForms Data
Preparation
Workflow
1
ePaymentIdentity eSign
Execution
2
Retention
Completion
3
Audit TrailReporting
LOBCRMERP
Platform
Integrations
Anyone, Anything,
Anywhere,
Anytime

11. 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

12. 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
UserMillions
60K New Unique Users
Every Day, 35M Thus Far

13. How DocuSign works with
SugarCRM

14. Options for SugarCRM Integration
1. Pre-built Connectors
§ DocuSign
§ Partners
2. Custom Integration
§ REST
§ SOAP

15. Option 1: DocuSign for SugarCRM
§ Send documents from any Opportunity,
Account, Contract, or Quote object
§ Track the status of documents
§ Minutes to install, send your first
envelope in under 5 minutes
§ SugarExchange, SugarForge out-of-the-
box
§ Get started Free!

16. Demo

37. DOCUSIGN
CONFIDENTIAL
37

38. 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
“
“

39. “DocuSign helps users – including Sugar’s own sales reps – close
deals faster. Using DocuSign with SugarCRM is a great way for
customers to improve the efficiency of their sales team, increase
ROI and extend the value of Sugar’s platform. ”
Clint Oram,
Co-Founder and CTO, SugarCRM

40. Customer Spotlight
§ Why electronic signature?
§ Why DocuSign?
§ How are you using it?

41. 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

42. How to Get Started
§ SugarExchange and
SugarForge
§ Download free, out-of-the-box
connector
§ Call DocuSign
§ Purchase a subscription
§ Discuss additional business
needs
§ SugarCRM Partner Community

49. Sample Customers, Use Cases and ROI
Sales
automa4on
&
CRM
Purchasing/Sales
Agreements
Sample
Use
Cases
Sample
Successes
• CRM
system
usage
up
300%
• Contract
Execu4on
Cut
To
Less
Than
1
Hour
• Complete
88%
of
contracts
in
10
minutes
or
less
• Reduced days to get
loans on the book
from 10 to 1
Sample
Customers
Invoice
processing
Confirm
logos
are
public;
fix
shadow
around
columns

50. The Most Asked Questions…
How
does
my
Signature
get
in
there?
Is
It
Legal?
How
do
you
know
who
signed?

51. Sample Customer Results
51
Use
Of
CRM
Up
300%;
500
Non-­‐Produc:ve
Admin
Hours
Slashed
Cut
Days
To
Cash
From
120
to
30
Close
Rates
Doubled
From
24%
to
50%;
Not
In
Good
Order
to
0
Close
Rates
Up
30%
Contract
Execu:on
Cut
To
Less
Than
1
Hour
Increased
Revenue
by
$3.094M
Annually
Increased
Revenue
By
$3.1M
Annually

52. eSignature Legal/Enforceable
§ Legality of eSignatures
§ US Federal ESIGN Act (Electronic Signatures in Global and National Commerce)
enacted in 2000.
§ “an electronic sound, symbol, or process attached to or logically associated with a
record and executed or adopted by a person with the intent to sign the record”
§ Enforceability
§ To enforce an electronic record you need to prove:
§ Who signed
§ What they saw when they signed
§ That they knew they were signing
§ The record has not been tampered with since they signed
DocuSign
is
a
system
to
ensure
a
legally
enforceable
contract
has
been
generated
and
can
easily
be
proven

53. How do you know who signed?
Paper
Record
5/1/2013
8:41:12
PM
EST
name@email.com
IP:
192.156.22.122
ID
Proofing
Op4ons:
• One
Time
Password
• Phone
Authen4ca4on
• Knowledge
Based
Authen4ca4on
• Witnessed
Signing
• Digital
Cer4ficate
Valida4on
5/1/2013
Tamper-proofcontainer