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Solving Biz Problems With SugarExchange



What’s the Big Deal about Electronic Signatures?
Amy Wang
Senior Product Manager, Adobe EchoSign




                         4/24/2012   ©2012 SugarCRM Inc. All rights reserved.   2
Top 5 Reasons to Use e-Signatures

   Immediate ROI - Close more deals, close deals faster
        Get agreements signed in minutes instead of days

   Increase efficiency
        Eliminate contracting overhead, let your team focus on their core competencies

   Get complete visibility into the signing process
        No more lost faxes, no end-of-quarter anxiety
        Know exactly how your team performs

   Streamline and automate your contracting processes
        Easily achieve compliance across your entire team
        Automate contract creation and execution

 Go green




Tweet: #SCON12
Adobe EchoSign: securely sign, send &
    archive web contracts
   Ease of use
       Simple, quick, entirely web-based solution
       Real-time visibility into the entire process
       10x better than the alternative – paper, fax,
       email
   Works the way you want – many
    workflows, options & features
       Highly customizable to fit your business
       needs
       Always gets the job done – any scenario,
       anytime, anywhere
   Ubiquitous
       Send, track & file from wherever your
       documents are created or stored
       Pre-built integration into SugarCRM



       Transform contracting into a positive collaborative experience.


    Tweet: #SCON12                                     4
Our Customers




Tweet: #SCON12   5
What are Customers Saying?




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How it Works
… Send Contracts for Signature from EchoSign UI or SugarCRM




Tweet: #SCON12
                                            4/24/2012   ©2012 SugarCRM Inc. All rights reserved.   7
Sign the Works Want
 How it Way You
… Customer Signs Effortlessly Anyway They Want




   … Biometric               Mobile              Fax
 Tweet: #SCON12
Any time, any where, in any language




Tweet: #SCON12
How it Works
… Copies of signed agreement sent to all parties and securely archived




 Tweet: #SCON12
                                                 4/24/2012   ©2012 SugarCRM Inc. All rights reserved.   10
Customer Example




Tweet: #SCON12
                             4/24/2012   ©2012 SugarCRM Inc. All rights reserved.   11
Business Problem
                                                                 http://thelistinc.com/vip



 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.




Tweet: #SCON12
                                   4/24/2012   ©2012 SugarCRM Inc. All rights reserved.   12
Business Goal
                                                                 http://thelistinc.com/vip



 The List partnered with Synaxis to move their
  agreements online, eliminating paper and faxes as
  well as physical storage of agreements.




Tweet: #SCON12
                                   4/24/2012   ©2012 SugarCRM Inc. All rights reserved.   13
Solution
                                                                http://thelistinc.com/vip



 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.




Tweet: #SCON12
                                  4/24/2012   ©2012 SugarCRM Inc. All rights reserved.   14
The Results
                                                                   http://thelistinc.com/vip



 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.




Tweet: #SCON12
                                     4/24/2012   ©2012 SugarCRM Inc. All rights reserved.   15
Solution Walkthrough




Tweet: #SCON12
                          4/24/2012   ©2012 SugarCRM Inc. All rights reserved.   16
Integrated with SugarCRM Quotes




Tweet: #SCON12
                           4/24/2012   ©2012 SugarCRM Inc. All rights reserved.   17
Send for Signature




Tweet: #SCON12
                     4/24/2012   ©2012 SugarCRM Inc. All rights reserved.   18
Recipient Receives Email Notification




Tweet: #SCON12
                             4/24/2012   ©2012 SugarCRM Inc. All rights reserved.   19
Recipient Signs Agreement




Tweet: #SCON12
                            4/24/2012   ©2012 SugarCRM Inc. All rights reserved.   20
Recipient Signs Agreement




Tweet: #SCON12
                            4/24/2012   ©2012 SugarCRM Inc. All rights reserved.   21
All Parties Receive Copy of Signed
Agreement




Tweet: #SCON12
                             4/24/2012   ©2012 SugarCRM Inc. All rights reserved.   22
Updated Immediately in SugarCRM




Tweet: #SCON12
                          4/24/2012   ©2012 SugarCRM Inc. All rights reserved.   23
Event Tracking and Archiving




Tweet: #SCON12
                               4/24/2012   ©2012 SugarCRM Inc. All rights reserved.   24
Signed PDF Stored in SugarCRM




Tweet: #SCON12
                          4/24/2012   ©2012 SugarCRM Inc. All rights reserved.   25
Get EchoSign for SugarCRM

 Download from SugarExchange




Tweet: #SCON12
                                4/24/2012   ©2012 SugarCRM Inc. All rights reserved.   26
Submit Session Feedback
        Select the SugarCon Mobile App:
        1) Tap on this session
        2) Tap on survey
        3) Submit your feedback

*Prizes for attendees who submit session feedback using the Mobile App




                                               4/24/2012   ©2012 SugarCRM Inc. All rights reserved.   27
#SCON12




          4/24/2012   ©2012 SugarCRM Inc. All rights reserved.   28

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Solving Biz Problems with SugarExchange: Session 3:

  • 1. Solving Biz Problems With SugarExchange What’s the Big Deal about Electronic Signatures?
  • 2. Amy Wang Senior Product Manager, Adobe EchoSign 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 2
  • 3. Top 5 Reasons to Use e-Signatures  Immediate ROI - Close more deals, close deals faster Get agreements signed in minutes instead of days  Increase efficiency Eliminate contracting overhead, let your team focus on their core competencies  Get complete visibility into the signing process No more lost faxes, no end-of-quarter anxiety Know exactly how your team performs  Streamline and automate your contracting processes Easily achieve compliance across your entire team Automate contract creation and execution  Go green Tweet: #SCON12
  • 4. Adobe EchoSign: securely sign, send & archive web contracts  Ease of use Simple, quick, entirely web-based solution Real-time visibility into the entire process 10x better than the alternative – paper, fax, email  Works the way you want – many workflows, options & features Highly customizable to fit your business needs Always gets the job done – any scenario, anytime, anywhere  Ubiquitous Send, track & file from wherever your documents are created or stored Pre-built integration into SugarCRM Transform contracting into a positive collaborative experience. Tweet: #SCON12 4
  • 6. What are Customers Saying? Tweet: #SCON12
  • 7. How it Works … Send Contracts for Signature from EchoSign UI or SugarCRM Tweet: #SCON12 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 7
  • 8. Sign the Works Want How it Way You … Customer Signs Effortlessly Anyway They Want … Biometric Mobile Fax Tweet: #SCON12
  • 9. Any time, any where, in any language Tweet: #SCON12
  • 10. How it Works … Copies of signed agreement sent to all parties and securely archived Tweet: #SCON12 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 10
  • 11. Customer Example Tweet: #SCON12 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 11
  • 12. Business Problem http://thelistinc.com/vip  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. Tweet: #SCON12 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 12
  • 13. Business Goal http://thelistinc.com/vip  The List partnered with Synaxis to move their agreements online, eliminating paper and faxes as well as physical storage of agreements. Tweet: #SCON12 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 13
  • 14. Solution http://thelistinc.com/vip  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. Tweet: #SCON12 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 14
  • 15. The Results http://thelistinc.com/vip  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. Tweet: #SCON12 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 15
  • 16. Solution Walkthrough Tweet: #SCON12 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 16
  • 17. Integrated with SugarCRM Quotes Tweet: #SCON12 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 17
  • 18. Send for Signature Tweet: #SCON12 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 18
  • 19. Recipient Receives Email Notification Tweet: #SCON12 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 19
  • 20. Recipient Signs Agreement Tweet: #SCON12 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 20
  • 21. Recipient Signs Agreement Tweet: #SCON12 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 21
  • 22. All Parties Receive Copy of Signed Agreement Tweet: #SCON12 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 22
  • 23. Updated Immediately in SugarCRM Tweet: #SCON12 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 23
  • 24. Event Tracking and Archiving Tweet: #SCON12 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 24
  • 25. Signed PDF Stored in SugarCRM Tweet: #SCON12 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 25
  • 26. Get EchoSign for SugarCRM  Download from SugarExchange Tweet: #SCON12 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 26
  • 27. Submit Session Feedback Select the SugarCon Mobile App: 1) Tap on this session 2) Tap on survey 3) Submit your feedback *Prizes for attendees who submit session feedback using the Mobile App 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 27
  • 28. #SCON12 4/24/2012 ©2012 SugarCRM Inc. All rights reserved. 28