Must Have Apps to Boost CRM Productivity

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Integrate your business apps
Reduce cost and complexity, super-charge collaboration

2. Google confidential | Do not distribute
Integrate your business apps
Reduce cost and complexity, super-charge collaborationA Common Example of Why Poor Adoption Occurs
Your Email Inbox
Many modern email clients and CRM platforms operate in
the cloud, but getting them to cooperate isn’t always easy.
CRM Software

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Integrate your business apps
Reduce cost and complexity, super-charge collaborationIntroducing Cirrus Insight

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Integrate your business apps
Google confidential | Do not distribute
Reduce cost and complexity, super-charge collaborationWe make apps that integrate the inbox with Salesforce
Cirrus Insight integrates your inbox,
calendar, and contacts (in Google Apps,
Outlook, and Office 365) with Salesforce.

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Integrate your business apps
Reduce cost and complexity, super-charge collaborationWhy should I integrate the inbox and Salesforce?
Problem
Sales and support reps live in their inbox and on
their calendar, but that important customer data
needs to flow to and from Salesforce.
Solution
Bring Salesforce to reps in the inbox and sync with
their calendar to increase engagement,
effectiveness, and efficiency of employees.
Benefits
● Increase productivity and adoption of
Salesforce.
● Top and bottom line growth from faster
sales cycles and ticket resolution.
● Greater visibility for marketing, sales and
customer support.

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Integrate your business apps
Reduce cost and complexity, super-charge collaborationCirrus Insight Mobile: Benefits
Empower the mobile worker
● Greater visibility into customer data
● Enhanced business intelligence
● Better synchronization of data
● One cohesive working experience
● Improved efficiency across multiple
tasks

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Integrate your business apps
Reduce cost and complexity, super-charge collaborationWho uses Cirrus Insight?
We serve over 50,000 customers from small businesses to large enterprises.

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Live Demo

9. 9
Today’s Speakers
Sue Fernand
VP of Channel Sales: Cirruspath
sfernand@cirruspath.com
949-229-0441

10. 10
Free Trial and 20% off your first year
http://www.cirrusinsight.com?ref=consummate

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QUESTIONS?

12. © Docomotion 2014
LES STEIN – VP GLOBAL SALES
URI HOCHSTADTER – DIRECTOR CUSTOMER SUCCESS

13. Company History
1990
AUTOFONTFOUNDED
2014
DOCOMOTION EMBRACEDA NEW
CLOUD-BASEDSTRATEGY AND
PRODUCT
FREE FORM(ON PREMISE)
LAUNCHED
2007
DOCOMOTION - SALESFORCE
EXTENSIONLAUNCHED
2015
2016
COMPANY RENAME
DOCOMOTION

14. Who we are
Docomotion is a company with many years experience in document generation tools and
now expertize in cloud software solutions for advanced document automation.
Easy to use and intuitive tools for designing generating and maintaining all types of
business documents.
Docomotion is a Leader in our field with best-of-breed capabilities
An official SalesForce OEM partner

15. Docomotion Global Customers

16. Enterprise Challenges
2
3
1
IT Resources
are expensive
Standardizing
the output
documentation
Increase
“Customer Engagement”
Pressure to increase
revenues via
“Up-Sell” and
“Cross-Sell”
4

17. Save up to 60% of your time, efforts and therefore costs
by implementingour solution. ...Gain New Found Money.
MS Word Based
Quick & Easy document design experience.
Bi-Directional Interactive forms
Enhance the accuracy and informationin your CRM
Marketing forms
Personalized marketing / promotionalactivities
Graphical Signature
Increases conversionratesby eliminatingexit points
Docomotion is Unique

18. Uri Hochstadter

19. Getting Started in 3 Simple Steps
Installation
 Download App
 System Settings
(3 simple steps)
1

20. Getting Started in 3 Simple Steps
Design your 1st Form
 Define Data Model
(Choose fields to include)
 Design your Form
Simply copy/past using
our drag & drop Designer
 Activate / Publish
2

21. Getting Started in 3 Simple Steps
Installation
 Download App
 System Settings
(3 simple steps)
1
Design your 1st Form
 Define Data Model
(Choose fields to include)
 Design your Form
Simply copy/past using
our drag & drop Designer
 Activate / Publish
2
Generate & Distribute
(Selected output format &
distribute channel)
3

22. Docomotion Documentation
Available directly from Salesforce
Search
Example

23. Docomotion Subscription
Admin / Designer
Administrators and Form
Designers enabling the
definition of Data Model and
Form templates.
Each subscription requires a
minimum of 1 Admin user per
organization.
Professional
Enables the generation of
output including, PDF, HTML,
Word, Email body.
Supports Salesforce1 and silent
API generation.
Premier
Includes Professional features
+
Generating interactive output.
Includes graphical signature and
uploading files.
Converting documents into fully
interactive customer
engagement opportunities.

24. Docomotion Subscription
Experts Overview (free of charge)
 Full analysis of your current organization
document status
 Tailored path to document standardization
according to your unique organizational
requirements
Implementation Accompanied by
Assigned Customer Success Manager
(CSM)
 Initial training program for your users
 1st Document Design free of charge
 Customer Success Manager (CSM) included
Converting documents into fully interactive customer
engagement opportunities.

25. QUESTIONS?

26. THANK YOU

27. Contact us!
w w w . d o b l e g r o u p . c o m
@doblegroup /doblegroup /+doblegroup
Company/doble-group-llc doblegroup /DobleGroup

28. Doble Group, LLC
D o b l e G r o u p , L L C i s a b o u t i q u e c o n s u l t i n g f i r m t h a t f o c u s e s o n i m p r o v i n g
c o m m e r c i a l b u s i n e s s r e s u l t s t h r o u g h C R M s o l u t i o n s a n d t h e a l i g n m e n t o f t h e
o r g a n i z a t i o n , i t s p r o c e s s e s a n d t e a m s f o r s u c c e s s . W e d e l i v e r o u r s e r v i c e s t h r o u g h
h i g h l y c u s t o m i z e d c o n s u l t i n g , t r a i n i n g a n d c o a c h i n g p r o g r a m s a n d t h e w o r l d ’ s # 1
C R M t e c h n o l o g i e s , S a l e s f o r c e .