SlideShare une entreprise Scribd logo
1  sur  28
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?




Tweet: #SCON12
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

Contenu connexe

Similaire à Solving Biz Problems With e-Signatures

Solving Biz Problems With SugarExchange: Session 4:
Solving Biz Problems With SugarExchange: Session 4: Solving Biz Problems With SugarExchange: Session 4:
Solving Biz Problems With SugarExchange: Session 4: SugarCRM
 
Mobile: Session 8: The Cloud and Distance Selling: How an Auto Parts Manufact...
Mobile: Session 8: The Cloud and Distance Selling: How an Auto Parts Manufact...Mobile: Session 8: The Cloud and Distance Selling: How an Auto Parts Manufact...
Mobile: Session 8: The Cloud and Distance Selling: How an Auto Parts Manufact...SugarCRM
 
CRM 101: Session 6: Evaluating, Selecting, and Deploying the Right CRM Soluti...
CRM 101: Session 6: Evaluating, Selecting, and Deploying the Right CRM Soluti...CRM 101: Session 6: Evaluating, Selecting, and Deploying the Right CRM Soluti...
CRM 101: Session 6: Evaluating, Selecting, and Deploying the Right CRM Soluti...SugarCRM
 
Solving Biz Problems with SugarExchange: Session 9: How to Run Contributor Ca...
Solving Biz Problems with SugarExchange: Session 9: How to Run Contributor Ca...Solving Biz Problems with SugarExchange: Session 9: How to Run Contributor Ca...
Solving Biz Problems with SugarExchange: Session 9: How to Run Contributor Ca...SugarCRM
 
Flexing Sugar Platform: Session 1 - Boost Your Business by Using your SAP Dat...
Flexing Sugar Platform: Session 1 - Boost Your Business by Using your SAP Dat...Flexing Sugar Platform: Session 1 - Boost Your Business by Using your SAP Dat...
Flexing Sugar Platform: Session 1 - Boost Your Business by Using your SAP Dat...SugarCRM
 
Implementing SugarCRM for Australia's premiere business network
Implementing SugarCRM for Australia's premiere business networkImplementing SugarCRM for Australia's premiere business network
Implementing SugarCRM for Australia's premiere business networkericavorsay
 
Cloud: Session 1: Cloud Connectors - Creating Custom Connectors
Cloud: Session 1: Cloud Connectors - Creating Custom ConnectorsCloud: Session 1: Cloud Connectors - Creating Custom Connectors
Cloud: Session 1: Cloud Connectors - Creating Custom ConnectorsSugarCRM
 
Flexing Sugar Platform: Session 6: IBM Sametime and Sugar
Flexing Sugar Platform: Session 6: IBM Sametime and SugarFlexing Sugar Platform: Session 6: IBM Sametime and Sugar
Flexing Sugar Platform: Session 6: IBM Sametime and SugarSugarCRM
 
Sugar U: Session 1: Top 10 "No Code Required" Customizations
Sugar U: Session 1: Top 10 "No Code Required" Customizations Sugar U: Session 1: Top 10 "No Code Required" Customizations
Sugar U: Session 1: Top 10 "No Code Required" Customizations SugarCRM
 
Flexing Sugar Platform: Session 8: Change the World Using the Sugar Platform
Flexing Sugar Platform: Session 8: Change the World Using the Sugar Platform Flexing Sugar Platform: Session 8: Change the World Using the Sugar Platform
Flexing Sugar Platform: Session 8: Change the World Using the Sugar Platform SugarCRM
 
Flexing Sugar Platform: Session 9: Flexing Sugar Platform How to Take Advanta...
Flexing Sugar Platform: Session 9: Flexing Sugar Platform How to Take Advanta...Flexing Sugar Platform: Session 9: Flexing Sugar Platform How to Take Advanta...
Flexing Sugar Platform: Session 9: Flexing Sugar Platform How to Take Advanta...SugarCRM
 
Mobile: Session 4: Social CRM and Facebook go to College
Mobile: Session 4: Social CRM and Facebook go to College Mobile: Session 4: Social CRM and Facebook go to College
Mobile: Session 4: Social CRM and Facebook go to College SugarCRM
 
SugarCon 2012 Presentation
SugarCon 2012 PresentationSugarCon 2012 Presentation
SugarCon 2012 PresentationJesus Hoyos
 
Solving Biz Problems with SugarExchange: Session 5: Use Sugar to Collect Tax ...
Solving Biz Problems with SugarExchange: Session 5: Use Sugar to Collect Tax ...Solving Biz Problems with SugarExchange: Session 5: Use Sugar to Collect Tax ...
Solving Biz Problems with SugarExchange: Session 5: Use Sugar to Collect Tax ...SugarCRM
 
CRM 101: Session 3: Less is More - How to Plan a Successful CRM Rollout
CRM 101: Session 3: Less is More - How to Plan a Successful CRM RolloutCRM 101: Session 3: Less is More - How to Plan a Successful CRM Rollout
CRM 101: Session 3: Less is More - How to Plan a Successful CRM RolloutSugarCRM
 
Building An Application On The SugarCRM Platform, OW2con'12, Paris
Building An Application On The SugarCRM Platform, OW2con'12, ParisBuilding An Application On The SugarCRM Platform, OW2con'12, Paris
Building An Application On The SugarCRM Platform, OW2con'12, ParisOW2
 
Mobile: Session 3: How Mobility Supercharges CRM Adoption
Mobile: Session 3: How Mobility Supercharges CRM AdoptionMobile: Session 3: How Mobility Supercharges CRM Adoption
Mobile: Session 3: How Mobility Supercharges CRM AdoptionSugarCRM
 
An Introduction to Social CRM & Social Business, Tom Schuster, SugarCRM
An Introduction to Social CRM & Social Business, Tom Schuster, SugarCRMAn Introduction to Social CRM & Social Business, Tom Schuster, SugarCRM
An Introduction to Social CRM & Social Business, Tom Schuster, SugarCRMOur Social Times
 
Social : Session 9: Getting to the Future: Next Steps In Building Social Busi...
Social : Session 9: Getting to the Future: Next Steps In Building Social Busi...Social : Session 9: Getting to the Future: Next Steps In Building Social Busi...
Social : Session 9: Getting to the Future: Next Steps In Building Social Busi...SugarCRM
 
Solving Biz Problems with SugarExchange: Session 7: Integrating your Website ...
Solving Biz Problems with SugarExchange: Session 7: Integrating your Website ...Solving Biz Problems with SugarExchange: Session 7: Integrating your Website ...
Solving Biz Problems with SugarExchange: Session 7: Integrating your Website ...SugarCRM
 

Similaire à Solving Biz Problems With e-Signatures (20)

Solving Biz Problems With SugarExchange: Session 4:
Solving Biz Problems With SugarExchange: Session 4: Solving Biz Problems With SugarExchange: Session 4:
Solving Biz Problems With SugarExchange: Session 4:
 
Mobile: Session 8: The Cloud and Distance Selling: How an Auto Parts Manufact...
Mobile: Session 8: The Cloud and Distance Selling: How an Auto Parts Manufact...Mobile: Session 8: The Cloud and Distance Selling: How an Auto Parts Manufact...
Mobile: Session 8: The Cloud and Distance Selling: How an Auto Parts Manufact...
 
CRM 101: Session 6: Evaluating, Selecting, and Deploying the Right CRM Soluti...
CRM 101: Session 6: Evaluating, Selecting, and Deploying the Right CRM Soluti...CRM 101: Session 6: Evaluating, Selecting, and Deploying the Right CRM Soluti...
CRM 101: Session 6: Evaluating, Selecting, and Deploying the Right CRM Soluti...
 
Solving Biz Problems with SugarExchange: Session 9: How to Run Contributor Ca...
Solving Biz Problems with SugarExchange: Session 9: How to Run Contributor Ca...Solving Biz Problems with SugarExchange: Session 9: How to Run Contributor Ca...
Solving Biz Problems with SugarExchange: Session 9: How to Run Contributor Ca...
 
Flexing Sugar Platform: Session 1 - Boost Your Business by Using your SAP Dat...
Flexing Sugar Platform: Session 1 - Boost Your Business by Using your SAP Dat...Flexing Sugar Platform: Session 1 - Boost Your Business by Using your SAP Dat...
Flexing Sugar Platform: Session 1 - Boost Your Business by Using your SAP Dat...
 
Implementing SugarCRM for Australia's premiere business network
Implementing SugarCRM for Australia's premiere business networkImplementing SugarCRM for Australia's premiere business network
Implementing SugarCRM for Australia's premiere business network
 
Cloud: Session 1: Cloud Connectors - Creating Custom Connectors
Cloud: Session 1: Cloud Connectors - Creating Custom ConnectorsCloud: Session 1: Cloud Connectors - Creating Custom Connectors
Cloud: Session 1: Cloud Connectors - Creating Custom Connectors
 
Flexing Sugar Platform: Session 6: IBM Sametime and Sugar
Flexing Sugar Platform: Session 6: IBM Sametime and SugarFlexing Sugar Platform: Session 6: IBM Sametime and Sugar
Flexing Sugar Platform: Session 6: IBM Sametime and Sugar
 
Sugar U: Session 1: Top 10 "No Code Required" Customizations
Sugar U: Session 1: Top 10 "No Code Required" Customizations Sugar U: Session 1: Top 10 "No Code Required" Customizations
Sugar U: Session 1: Top 10 "No Code Required" Customizations
 
Flexing Sugar Platform: Session 8: Change the World Using the Sugar Platform
Flexing Sugar Platform: Session 8: Change the World Using the Sugar Platform Flexing Sugar Platform: Session 8: Change the World Using the Sugar Platform
Flexing Sugar Platform: Session 8: Change the World Using the Sugar Platform
 
Flexing Sugar Platform: Session 9: Flexing Sugar Platform How to Take Advanta...
Flexing Sugar Platform: Session 9: Flexing Sugar Platform How to Take Advanta...Flexing Sugar Platform: Session 9: Flexing Sugar Platform How to Take Advanta...
Flexing Sugar Platform: Session 9: Flexing Sugar Platform How to Take Advanta...
 
Mobile: Session 4: Social CRM and Facebook go to College
Mobile: Session 4: Social CRM and Facebook go to College Mobile: Session 4: Social CRM and Facebook go to College
Mobile: Session 4: Social CRM and Facebook go to College
 
SugarCon 2012 Presentation
SugarCon 2012 PresentationSugarCon 2012 Presentation
SugarCon 2012 Presentation
 
Solving Biz Problems with SugarExchange: Session 5: Use Sugar to Collect Tax ...
Solving Biz Problems with SugarExchange: Session 5: Use Sugar to Collect Tax ...Solving Biz Problems with SugarExchange: Session 5: Use Sugar to Collect Tax ...
Solving Biz Problems with SugarExchange: Session 5: Use Sugar to Collect Tax ...
 
CRM 101: Session 3: Less is More - How to Plan a Successful CRM Rollout
CRM 101: Session 3: Less is More - How to Plan a Successful CRM RolloutCRM 101: Session 3: Less is More - How to Plan a Successful CRM Rollout
CRM 101: Session 3: Less is More - How to Plan a Successful CRM Rollout
 
Building An Application On The SugarCRM Platform, OW2con'12, Paris
Building An Application On The SugarCRM Platform, OW2con'12, ParisBuilding An Application On The SugarCRM Platform, OW2con'12, Paris
Building An Application On The SugarCRM Platform, OW2con'12, Paris
 
Mobile: Session 3: How Mobility Supercharges CRM Adoption
Mobile: Session 3: How Mobility Supercharges CRM AdoptionMobile: Session 3: How Mobility Supercharges CRM Adoption
Mobile: Session 3: How Mobility Supercharges CRM Adoption
 
An Introduction to Social CRM & Social Business, Tom Schuster, SugarCRM
An Introduction to Social CRM & Social Business, Tom Schuster, SugarCRMAn Introduction to Social CRM & Social Business, Tom Schuster, SugarCRM
An Introduction to Social CRM & Social Business, Tom Schuster, SugarCRM
 
Social : Session 9: Getting to the Future: Next Steps In Building Social Busi...
Social : Session 9: Getting to the Future: Next Steps In Building Social Busi...Social : Session 9: Getting to the Future: Next Steps In Building Social Busi...
Social : Session 9: Getting to the Future: Next Steps In Building Social Busi...
 
Solving Biz Problems with SugarExchange: Session 7: Integrating your Website ...
Solving Biz Problems with SugarExchange: Session 7: Integrating your Website ...Solving Biz Problems with SugarExchange: Session 7: Integrating your Website ...
Solving Biz Problems with SugarExchange: Session 7: Integrating your Website ...
 

Plus de SugarCRM

Lessons Learned: Building IBM's Next Generation CRM Architecture
Lessons Learned: Building IBM's Next Generation CRM ArchitectureLessons Learned: Building IBM's Next Generation CRM Architecture
Lessons Learned: Building IBM's Next Generation CRM ArchitectureSugarCRM
 
From Mad Men to Moneyball: Research and Hands on Tools to Guide Your Marketin...
From Mad Men to Moneyball: Research and Hands on Tools to Guide Your Marketin...From Mad Men to Moneyball: Research and Hands on Tools to Guide Your Marketin...
From Mad Men to Moneyball: Research and Hands on Tools to Guide Your Marketin...SugarCRM
 
How You Can Leverage Social Media to Benefit Your Entire Organization
How You Can Leverage Social Media to Benefit Your Entire OrganizationHow You Can Leverage Social Media to Benefit Your Entire Organization
How You Can Leverage Social Media to Benefit Your Entire OrganizationSugarCRM
 
Marketo's Secret Sauce: Smarter Marketing for Best Results
Marketo's Secret Sauce: Smarter Marketing for Best ResultsMarketo's Secret Sauce: Smarter Marketing for Best Results
Marketo's Secret Sauce: Smarter Marketing for Best ResultsSugarCRM
 
Informer: Multidimensional Reporting and Dashboarding for SugarCRM
Informer: Multidimensional Reporting and Dashboarding for SugarCRMInformer: Multidimensional Reporting and Dashboarding for SugarCRM
Informer: Multidimensional Reporting and Dashboarding for SugarCRMSugarCRM
 
Building Your Individual Brand; Expanding Your Sales Reach
Building Your Individual Brand; Expanding Your Sales ReachBuilding Your Individual Brand; Expanding Your Sales Reach
Building Your Individual Brand; Expanding Your Sales ReachSugarCRM
 
Mobilizing Your Sugar Instance
Mobilizing Your Sugar InstanceMobilizing Your Sugar Instance
Mobilizing Your Sugar InstanceSugarCRM
 
Turn Big Data Into Actionable Insights With Sugar 7
Turn Big Data Into Actionable Insights With Sugar 7Turn Big Data Into Actionable Insights With Sugar 7
Turn Big Data Into Actionable Insights With Sugar 7SugarCRM
 
Close More Deals, More Quickly With 1:1 Marketing Automation in Gmail
Close More Deals, More Quickly With 1:1 Marketing Automation in GmailClose More Deals, More Quickly With 1:1 Marketing Automation in Gmail
Close More Deals, More Quickly With 1:1 Marketing Automation in GmailSugarCRM
 
Leveraging Marketing Data to Gain More Revenue
Leveraging Marketing Data to Gain More RevenueLeveraging Marketing Data to Gain More Revenue
Leveraging Marketing Data to Gain More RevenueSugarCRM
 
SugarCRM Integrated Solutions: A Recipe for Success
SugarCRM Integrated Solutions: A Recipe for SuccessSugarCRM Integrated Solutions: A Recipe for Success
SugarCRM Integrated Solutions: A Recipe for SuccessSugarCRM
 
Top Ten Integration Targets for Sugar
Top Ten Integration Targets for SugarTop Ten Integration Targets for Sugar
Top Ten Integration Targets for SugarSugarCRM
 
Simply Powerful Workflow for Sugar
Simply Powerful Workflow for SugarSimply Powerful Workflow for Sugar
Simply Powerful Workflow for SugarSugarCRM
 
Crossing the Chasm – From Email Marketing to Marketing Automation
Crossing the Chasm – From Email Marketing to Marketing AutomationCrossing the Chasm – From Email Marketing to Marketing Automation
Crossing the Chasm – From Email Marketing to Marketing AutomationSugarCRM
 
4 Add-on Products You Can't Live Without
4 Add-on Products You Can't Live Without4 Add-on Products You Can't Live Without
4 Add-on Products You Can't Live WithoutSugarCRM
 
Transforming Marketing Data into a Useful Sales Pitch
Transforming Marketing Data into a Useful Sales PitchTransforming Marketing Data into a Useful Sales Pitch
Transforming Marketing Data into a Useful Sales PitchSugarCRM
 
How to Exceed the Expectations of Today's Digital Customers
How to Exceed the Expectations of Today's Digital CustomersHow to Exceed the Expectations of Today's Digital Customers
How to Exceed the Expectations of Today's Digital CustomersSugarCRM
 
10 Years of Sugar by Clint Oram
10 Years of Sugar by Clint Oram10 Years of Sugar by Clint Oram
10 Years of Sugar by Clint OramSugarCRM
 
The Power of "i" in Action
The Power of "i" in ActionThe Power of "i" in Action
The Power of "i" in ActionSugarCRM
 
The Power of 'i'
The Power of 'i'The Power of 'i'
The Power of 'i'SugarCRM
 

Plus de SugarCRM (20)

Lessons Learned: Building IBM's Next Generation CRM Architecture
Lessons Learned: Building IBM's Next Generation CRM ArchitectureLessons Learned: Building IBM's Next Generation CRM Architecture
Lessons Learned: Building IBM's Next Generation CRM Architecture
 
From Mad Men to Moneyball: Research and Hands on Tools to Guide Your Marketin...
From Mad Men to Moneyball: Research and Hands on Tools to Guide Your Marketin...From Mad Men to Moneyball: Research and Hands on Tools to Guide Your Marketin...
From Mad Men to Moneyball: Research and Hands on Tools to Guide Your Marketin...
 
How You Can Leverage Social Media to Benefit Your Entire Organization
How You Can Leverage Social Media to Benefit Your Entire OrganizationHow You Can Leverage Social Media to Benefit Your Entire Organization
How You Can Leverage Social Media to Benefit Your Entire Organization
 
Marketo's Secret Sauce: Smarter Marketing for Best Results
Marketo's Secret Sauce: Smarter Marketing for Best ResultsMarketo's Secret Sauce: Smarter Marketing for Best Results
Marketo's Secret Sauce: Smarter Marketing for Best Results
 
Informer: Multidimensional Reporting and Dashboarding for SugarCRM
Informer: Multidimensional Reporting and Dashboarding for SugarCRMInformer: Multidimensional Reporting and Dashboarding for SugarCRM
Informer: Multidimensional Reporting and Dashboarding for SugarCRM
 
Building Your Individual Brand; Expanding Your Sales Reach
Building Your Individual Brand; Expanding Your Sales ReachBuilding Your Individual Brand; Expanding Your Sales Reach
Building Your Individual Brand; Expanding Your Sales Reach
 
Mobilizing Your Sugar Instance
Mobilizing Your Sugar InstanceMobilizing Your Sugar Instance
Mobilizing Your Sugar Instance
 
Turn Big Data Into Actionable Insights With Sugar 7
Turn Big Data Into Actionable Insights With Sugar 7Turn Big Data Into Actionable Insights With Sugar 7
Turn Big Data Into Actionable Insights With Sugar 7
 
Close More Deals, More Quickly With 1:1 Marketing Automation in Gmail
Close More Deals, More Quickly With 1:1 Marketing Automation in GmailClose More Deals, More Quickly With 1:1 Marketing Automation in Gmail
Close More Deals, More Quickly With 1:1 Marketing Automation in Gmail
 
Leveraging Marketing Data to Gain More Revenue
Leveraging Marketing Data to Gain More RevenueLeveraging Marketing Data to Gain More Revenue
Leveraging Marketing Data to Gain More Revenue
 
SugarCRM Integrated Solutions: A Recipe for Success
SugarCRM Integrated Solutions: A Recipe for SuccessSugarCRM Integrated Solutions: A Recipe for Success
SugarCRM Integrated Solutions: A Recipe for Success
 
Top Ten Integration Targets for Sugar
Top Ten Integration Targets for SugarTop Ten Integration Targets for Sugar
Top Ten Integration Targets for Sugar
 
Simply Powerful Workflow for Sugar
Simply Powerful Workflow for SugarSimply Powerful Workflow for Sugar
Simply Powerful Workflow for Sugar
 
Crossing the Chasm – From Email Marketing to Marketing Automation
Crossing the Chasm – From Email Marketing to Marketing AutomationCrossing the Chasm – From Email Marketing to Marketing Automation
Crossing the Chasm – From Email Marketing to Marketing Automation
 
4 Add-on Products You Can't Live Without
4 Add-on Products You Can't Live Without4 Add-on Products You Can't Live Without
4 Add-on Products You Can't Live Without
 
Transforming Marketing Data into a Useful Sales Pitch
Transforming Marketing Data into a Useful Sales PitchTransforming Marketing Data into a Useful Sales Pitch
Transforming Marketing Data into a Useful Sales Pitch
 
How to Exceed the Expectations of Today's Digital Customers
How to Exceed the Expectations of Today's Digital CustomersHow to Exceed the Expectations of Today's Digital Customers
How to Exceed the Expectations of Today's Digital Customers
 
10 Years of Sugar by Clint Oram
10 Years of Sugar by Clint Oram10 Years of Sugar by Clint Oram
10 Years of Sugar by Clint Oram
 
The Power of "i" in Action
The Power of "i" in ActionThe Power of "i" in Action
The Power of "i" in Action
 
The Power of 'i'
The Power of 'i'The Power of 'i'
The Power of 'i'
 

Dernier

DevEX - reference for building teams, processes, and platforms
DevEX - reference for building teams, processes, and platformsDevEX - reference for building teams, processes, and platforms
DevEX - reference for building teams, processes, and platformsSergiu Bodiu
 
Use of FIDO in the Payments and Identity Landscape: FIDO Paris Seminar.pptx
Use of FIDO in the Payments and Identity Landscape: FIDO Paris Seminar.pptxUse of FIDO in the Payments and Identity Landscape: FIDO Paris Seminar.pptx
Use of FIDO in the Payments and Identity Landscape: FIDO Paris Seminar.pptxLoriGlavin3
 
"Subclassing and Composition – A Pythonic Tour of Trade-Offs", Hynek Schlawack
"Subclassing and Composition – A Pythonic Tour of Trade-Offs", Hynek Schlawack"Subclassing and Composition – A Pythonic Tour of Trade-Offs", Hynek Schlawack
"Subclassing and Composition – A Pythonic Tour of Trade-Offs", Hynek SchlawackFwdays
 
What's New in Teams Calling, Meetings and Devices March 2024
What's New in Teams Calling, Meetings and Devices March 2024What's New in Teams Calling, Meetings and Devices March 2024
What's New in Teams Calling, Meetings and Devices March 2024Stephanie Beckett
 
The State of Passkeys with FIDO Alliance.pptx
The State of Passkeys with FIDO Alliance.pptxThe State of Passkeys with FIDO Alliance.pptx
The State of Passkeys with FIDO Alliance.pptxLoriGlavin3
 
SAP Build Work Zone - Overview L2-L3.pptx
SAP Build Work Zone - Overview L2-L3.pptxSAP Build Work Zone - Overview L2-L3.pptx
SAP Build Work Zone - Overview L2-L3.pptxNavinnSomaal
 
Connect Wave/ connectwave Pitch Deck Presentation
Connect Wave/ connectwave Pitch Deck PresentationConnect Wave/ connectwave Pitch Deck Presentation
Connect Wave/ connectwave Pitch Deck PresentationSlibray Presentation
 
New from BookNet Canada for 2024: BNC CataList - Tech Forum 2024
New from BookNet Canada for 2024: BNC CataList - Tech Forum 2024New from BookNet Canada for 2024: BNC CataList - Tech Forum 2024
New from BookNet Canada for 2024: BNC CataList - Tech Forum 2024BookNet Canada
 
Transcript: New from BookNet Canada for 2024: BNC CataList - Tech Forum 2024
Transcript: New from BookNet Canada for 2024: BNC CataList - Tech Forum 2024Transcript: New from BookNet Canada for 2024: BNC CataList - Tech Forum 2024
Transcript: New from BookNet Canada for 2024: BNC CataList - Tech Forum 2024BookNet Canada
 
Streamlining Python Development: A Guide to a Modern Project Setup
Streamlining Python Development: A Guide to a Modern Project SetupStreamlining Python Development: A Guide to a Modern Project Setup
Streamlining Python Development: A Guide to a Modern Project SetupFlorian Wilhelm
 
SIP trunking in Janus @ Kamailio World 2024
SIP trunking in Janus @ Kamailio World 2024SIP trunking in Janus @ Kamailio World 2024
SIP trunking in Janus @ Kamailio World 2024Lorenzo Miniero
 
The Fit for Passkeys for Employee and Consumer Sign-ins: FIDO Paris Seminar.pptx
The Fit for Passkeys for Employee and Consumer Sign-ins: FIDO Paris Seminar.pptxThe Fit for Passkeys for Employee and Consumer Sign-ins: FIDO Paris Seminar.pptx
The Fit for Passkeys for Employee and Consumer Sign-ins: FIDO Paris Seminar.pptxLoriGlavin3
 
Gen AI in Business - Global Trends Report 2024.pdf
Gen AI in Business - Global Trends Report 2024.pdfGen AI in Business - Global Trends Report 2024.pdf
Gen AI in Business - Global Trends Report 2024.pdfAddepto
 
Developer Data Modeling Mistakes: From Postgres to NoSQL
Developer Data Modeling Mistakes: From Postgres to NoSQLDeveloper Data Modeling Mistakes: From Postgres to NoSQL
Developer Data Modeling Mistakes: From Postgres to NoSQLScyllaDB
 
Tampa BSides - Chef's Tour of Microsoft Security Adoption Framework (SAF)
Tampa BSides - Chef's Tour of Microsoft Security Adoption Framework (SAF)Tampa BSides - Chef's Tour of Microsoft Security Adoption Framework (SAF)
Tampa BSides - Chef's Tour of Microsoft Security Adoption Framework (SAF)Mark Simos
 
Digital Identity is Under Attack: FIDO Paris Seminar.pptx
Digital Identity is Under Attack: FIDO Paris Seminar.pptxDigital Identity is Under Attack: FIDO Paris Seminar.pptx
Digital Identity is Under Attack: FIDO Paris Seminar.pptxLoriGlavin3
 
Hyperautomation and AI/ML: A Strategy for Digital Transformation Success.pdf
Hyperautomation and AI/ML: A Strategy for Digital Transformation Success.pdfHyperautomation and AI/ML: A Strategy for Digital Transformation Success.pdf
Hyperautomation and AI/ML: A Strategy for Digital Transformation Success.pdfPrecisely
 
TrustArc Webinar - How to Build Consumer Trust Through Data Privacy
TrustArc Webinar - How to Build Consumer Trust Through Data PrivacyTrustArc Webinar - How to Build Consumer Trust Through Data Privacy
TrustArc Webinar - How to Build Consumer Trust Through Data PrivacyTrustArc
 
A Deep Dive on Passkeys: FIDO Paris Seminar.pptx
A Deep Dive on Passkeys: FIDO Paris Seminar.pptxA Deep Dive on Passkeys: FIDO Paris Seminar.pptx
A Deep Dive on Passkeys: FIDO Paris Seminar.pptxLoriGlavin3
 
Are Multi-Cloud and Serverless Good or Bad?
Are Multi-Cloud and Serverless Good or Bad?Are Multi-Cloud and Serverless Good or Bad?
Are Multi-Cloud and Serverless Good or Bad?Mattias Andersson
 

Dernier (20)

DevEX - reference for building teams, processes, and platforms
DevEX - reference for building teams, processes, and platformsDevEX - reference for building teams, processes, and platforms
DevEX - reference for building teams, processes, and platforms
 
Use of FIDO in the Payments and Identity Landscape: FIDO Paris Seminar.pptx
Use of FIDO in the Payments and Identity Landscape: FIDO Paris Seminar.pptxUse of FIDO in the Payments and Identity Landscape: FIDO Paris Seminar.pptx
Use of FIDO in the Payments and Identity Landscape: FIDO Paris Seminar.pptx
 
"Subclassing and Composition – A Pythonic Tour of Trade-Offs", Hynek Schlawack
"Subclassing and Composition – A Pythonic Tour of Trade-Offs", Hynek Schlawack"Subclassing and Composition – A Pythonic Tour of Trade-Offs", Hynek Schlawack
"Subclassing and Composition – A Pythonic Tour of Trade-Offs", Hynek Schlawack
 
What's New in Teams Calling, Meetings and Devices March 2024
What's New in Teams Calling, Meetings and Devices March 2024What's New in Teams Calling, Meetings and Devices March 2024
What's New in Teams Calling, Meetings and Devices March 2024
 
The State of Passkeys with FIDO Alliance.pptx
The State of Passkeys with FIDO Alliance.pptxThe State of Passkeys with FIDO Alliance.pptx
The State of Passkeys with FIDO Alliance.pptx
 
SAP Build Work Zone - Overview L2-L3.pptx
SAP Build Work Zone - Overview L2-L3.pptxSAP Build Work Zone - Overview L2-L3.pptx
SAP Build Work Zone - Overview L2-L3.pptx
 
Connect Wave/ connectwave Pitch Deck Presentation
Connect Wave/ connectwave Pitch Deck PresentationConnect Wave/ connectwave Pitch Deck Presentation
Connect Wave/ connectwave Pitch Deck Presentation
 
New from BookNet Canada for 2024: BNC CataList - Tech Forum 2024
New from BookNet Canada for 2024: BNC CataList - Tech Forum 2024New from BookNet Canada for 2024: BNC CataList - Tech Forum 2024
New from BookNet Canada for 2024: BNC CataList - Tech Forum 2024
 
Transcript: New from BookNet Canada for 2024: BNC CataList - Tech Forum 2024
Transcript: New from BookNet Canada for 2024: BNC CataList - Tech Forum 2024Transcript: New from BookNet Canada for 2024: BNC CataList - Tech Forum 2024
Transcript: New from BookNet Canada for 2024: BNC CataList - Tech Forum 2024
 
Streamlining Python Development: A Guide to a Modern Project Setup
Streamlining Python Development: A Guide to a Modern Project SetupStreamlining Python Development: A Guide to a Modern Project Setup
Streamlining Python Development: A Guide to a Modern Project Setup
 
SIP trunking in Janus @ Kamailio World 2024
SIP trunking in Janus @ Kamailio World 2024SIP trunking in Janus @ Kamailio World 2024
SIP trunking in Janus @ Kamailio World 2024
 
The Fit for Passkeys for Employee and Consumer Sign-ins: FIDO Paris Seminar.pptx
The Fit for Passkeys for Employee and Consumer Sign-ins: FIDO Paris Seminar.pptxThe Fit for Passkeys for Employee and Consumer Sign-ins: FIDO Paris Seminar.pptx
The Fit for Passkeys for Employee and Consumer Sign-ins: FIDO Paris Seminar.pptx
 
Gen AI in Business - Global Trends Report 2024.pdf
Gen AI in Business - Global Trends Report 2024.pdfGen AI in Business - Global Trends Report 2024.pdf
Gen AI in Business - Global Trends Report 2024.pdf
 
Developer Data Modeling Mistakes: From Postgres to NoSQL
Developer Data Modeling Mistakes: From Postgres to NoSQLDeveloper Data Modeling Mistakes: From Postgres to NoSQL
Developer Data Modeling Mistakes: From Postgres to NoSQL
 
Tampa BSides - Chef's Tour of Microsoft Security Adoption Framework (SAF)
Tampa BSides - Chef's Tour of Microsoft Security Adoption Framework (SAF)Tampa BSides - Chef's Tour of Microsoft Security Adoption Framework (SAF)
Tampa BSides - Chef's Tour of Microsoft Security Adoption Framework (SAF)
 
Digital Identity is Under Attack: FIDO Paris Seminar.pptx
Digital Identity is Under Attack: FIDO Paris Seminar.pptxDigital Identity is Under Attack: FIDO Paris Seminar.pptx
Digital Identity is Under Attack: FIDO Paris Seminar.pptx
 
Hyperautomation and AI/ML: A Strategy for Digital Transformation Success.pdf
Hyperautomation and AI/ML: A Strategy for Digital Transformation Success.pdfHyperautomation and AI/ML: A Strategy for Digital Transformation Success.pdf
Hyperautomation and AI/ML: A Strategy for Digital Transformation Success.pdf
 
TrustArc Webinar - How to Build Consumer Trust Through Data Privacy
TrustArc Webinar - How to Build Consumer Trust Through Data PrivacyTrustArc Webinar - How to Build Consumer Trust Through Data Privacy
TrustArc Webinar - How to Build Consumer Trust Through Data Privacy
 
A Deep Dive on Passkeys: FIDO Paris Seminar.pptx
A Deep Dive on Passkeys: FIDO Paris Seminar.pptxA Deep Dive on Passkeys: FIDO Paris Seminar.pptx
A Deep Dive on Passkeys: FIDO Paris Seminar.pptx
 
Are Multi-Cloud and Serverless Good or Bad?
Are Multi-Cloud and Serverless Good or Bad?Are Multi-Cloud and Serverless Good or Bad?
Are Multi-Cloud and Serverless Good or Bad?
 

Solving Biz Problems With e-Signatures

  • 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