NYC Admin Zone 6/18/15 Rich Spitz: End to End Productivity with Salesforce

1. End to End Productivity with
Salesforce
Rich Spitz
Salesforce Certified Administrator
Westchester Salesforce User Group Leader
rich@spitzconsulting.com
Automating Sales Processes Using Drawloop and EchoSign

2. Prior State of Statement of Work processing

3. Spreadsheet City

4. Old processes for Statement of Work
• Very manual creation process
• Multiple points of duplicate entry
• No ability to track Statement of Work at various stages
• No integration with EchoSign and Salesforce

5. What to do?
• Automate the processes
• Integrate Drawloop, EchoSign and Salesforce
• Create lots of validation
• Use Salesforce as the single point of truth

6. Should we do this?
“We can’t not do this”
Recruitics CEO

8. Apps Used
Drawloop
Create an automated and repeatable document creation process all within your
Salesforce environment. Users just click a button.
EchoSign (now Adobe Document Cloud)
Adobe Document Cloud combines Acrobat and PDF with online services so you can
prepare and send documents for signature from anywhere.

9. From a user
“I am convinced that the new
Insertion Order process
through Salesforce is magic.
Nobody can tell me any
differently.”