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Agenda - The DocuSign Process - Delivering Business Results - DocuSign Company - DocuSign for Salesforce - Current document completion process - The Cloud Universe  - Different ways to integrate DocuSign with Salesforce.com - First Mode - Connect - Second Mode - Embedd - Getting DocuSign AppExchange package - Setting up a DocuSign account - Setting up data feeds. - Adding DocuSign buttons - Sending with DocuSign for Salesforce - Lessons Learned - Complete Path to Success - Sales Channel and Promotion - Q&A
3 2 1 Fast. Simple.Complete. The Leader.
Delivering Business Results Enterprise Class e-Signature Platform Document Mgt Document Processing Collaboration Workflow Business Value Accelerate Business   Drive Efficiency   Gain Insight &Visibility “DocuSign makes us heroes to our Customers” Perry Bakke Manager, International Contracts | Cisco Communications, Inc
DocuSign Today ,[object Object]
Over 8M active signers
40,000+ customers
Enterprise multi-tenant architecture
Award Winning Technology,[object Object]
Current document Completion Process Cloud: ,[object Object]
 Centralized control
 Excellent visibilityHow do you get these steps done? ? Ground: ,[object Object]
 No visibility
 No control,[object Object]
Cloud Universe (partial) Software as a Service Middleware as a Service Platform as a Service
Different ways to integrate DocuSign with Salesforce.com
First Mode - Connect Send to DocuSign with 1 Click Automatically get status and data back.
Second Mode - Embed
AppExchange Download Options
DocuSign Account Set Up Creating a new DocuSign Account You have a DocuSign Account
Connecting DocuSign with Salesforce
What to look for when DSfSF appears broken and Mapping of Data DocuSign default objects Custom Object
Editing Page Layouts
DocuSign Status DocuSign Status Tab Related Lists
Managing Users Enabling Users to ‘Send with DocuSign’ Disabling Users from using DocuSign for Salesforce
Sending with DocuSign for Salesforce

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DocuSign Cloudstock Session 2 - No Code

  • 1.
  • 2. Agenda - The DocuSign Process - Delivering Business Results - DocuSign Company - DocuSign for Salesforce - Current document completion process - The Cloud Universe - Different ways to integrate DocuSign with Salesforce.com - First Mode - Connect - Second Mode - Embedd - Getting DocuSign AppExchange package - Setting up a DocuSign account - Setting up data feeds. - Adding DocuSign buttons - Sending with DocuSign for Salesforce - Lessons Learned - Complete Path to Success - Sales Channel and Promotion - Q&A
  • 3. 3 2 1 Fast. Simple.Complete. The Leader.
  • 4. Delivering Business Results Enterprise Class e-Signature Platform Document Mgt Document Processing Collaboration Workflow Business Value Accelerate Business Drive Efficiency Gain Insight &Visibility “DocuSign makes us heroes to our Customers” Perry Bakke Manager, International Contracts | Cisco Communications, Inc
  • 5.
  • 6. Over 8M active signers
  • 9.
  • 10.
  • 12.
  • 14.
  • 15. Cloud Universe (partial) Software as a Service Middleware as a Service Platform as a Service
  • 16. Different ways to integrate DocuSign with Salesforce.com
  • 17. First Mode - Connect Send to DocuSign with 1 Click Automatically get status and data back.
  • 18. Second Mode - Embed
  • 20. DocuSign Account Set Up Creating a new DocuSign Account You have a DocuSign Account
  • 22. What to look for when DSfSF appears broken and Mapping of Data DocuSign default objects Custom Object
  • 24. DocuSign Status DocuSign Status Tab Related Lists
  • 25. Managing Users Enabling Users to ‘Send with DocuSign’ Disabling Users from using DocuSign for Salesforce
  • 26. Sending with DocuSign for Salesforce
  • 27. User Can Also Access DocuSign Directly with the Password they created
  • 28. Lessons Learned Minimize Freeform Text Entry Test large datasets Support all the objects in Force.com Support as many of CRUD options as you can DocuSign supports Create Update Read
  • 29. Complete Path to Success Free Sandbox Account SDK Sample Code Certification process & Testing support Forums Webinars Professional Services Over 350 Integrations Design, Architecture and Implementation www.docusign.com/dev center
  • 30.
  • 31. Audience of 40,000 DocuSign Paid accounts and > 8 million signers
  • 33. Partner DocuSign Account Mgr/Sales training
  • 35. Finder’s fee…15% of first year subscription for all referrals www.docusign.com/marketplace
  • 36. Questions? Force.comZone (Tomorrow) Cloudstock Kiosk #2 (next to your Java fix) Questions about our API Meet DocuSign Technical Evangelists: Mike Borozdin Julia Ferraioli Craig Smith Veronica Lentfer Get Started at www.docusign.com/devcenter Demo Pod #24 Product Demos Sandbox Signups T-Shirts Integrating DocuSign eSignatures into your Force.com Apps without writing any code 1:15pm API Basics to DocuSign-enable your App in 45 minutes 11:30am Lessons Learned building the first Cloud-based e-Signature Company 2:30pm

Notes de l'éditeur

  1. Today, most of you use Salesforce to accelerate your business. But what about CLOSING the transaction?