Integration of Saleforce CRM with Docusign

Oct 21st, 2014

11 am EST | 4 pm GMT

#suyatiwebinar

Aircraft Interior Design (Business Use case)

Suyati Technologies

Customization

Customize CRM to adapt your company’s existing processes

Improvements for –Efficiency and Effectiveness

Development

Extend Salesforce CRM

Developing other apps on the Force.com platform using Apex, VisualForce

Migration

From Microsoft Dynamics CRM, FileMakerPro, SAP, excel sheets

Database migration via ETLs

like Dell Boomi, DBAmp

Integration

3rd party apps like GoogleDrive, GoogleMaps, MailChimp, ET, DocuSign, Amazon WebServices, BizTalk and Social Media

OUR

SPEAKERSrinivas

Bheenanapalli

Technical Architect

@suyatitech

SuyatiTechnologies

@Suyati

TheSuyati

suyati-technologies-private-limited

• Introduction

• Typical Business Model – “Aircraft Interior Design”

• Workflow implementation

• DocuSign

– Installation

– Configuration

– Merging of SF data

– Connect

• Different domains where we can use DocuSign

Agenda

Aircraft Interior Design (Business Use case)

Introduction to DocuSign

DocuSign provides electronic signature

technology for facilitating electronic

exchanges of contracts and signed

documents between 2 parties

1. What is it ?

Introduction to DocuSign

Can be used any industry where

agreement from customer is required

2. Where is it used ?

Introduction to DocuSign

a)As an isolated application

b)Integration with SalesForce

c)Microsoft Outlook

d)Microsoft Word

e)Share point

3. How can we use it ?

Cabin Seat Slings Baggage Compartments

Carpets Wall Panel Foam

Finishing Materials Firewall Covers HeadLines

Seat Belts Refreshment Centers Insulation

Packages & Services

“Aircraft Interior Design” - Sample website

1. Needs assessment

2. Design Proposal

3. Layout Definition

4. 3D Mockup Generation

5. Technical Specification

6. Completion Follow-Up

Task list for a Service :-

Typical Business Model – “Aircraft Interior Design”

Registration

New contact record in SalesForce

Cabin

Carpets

Finishing Materials

Seat Belts

Seat Slings

Wall Panel

Firewall Covers

Refreshment Centers

Baggage Compartments

Free Maintenance – 1 Year

Foam

Headlines

Insulation

Purchasing a package

Get signed

agreements

from customer

Service Order created in SalesForce

1. Installation

2. Configuration

3. Merging of SF data

4. Connect

Important topics for DocuSign

Go the App exchange in SalesForce. Click on DocuSign for installation

Installation & Configuration

1

DocuSign related tabs will be displayed in SF

Installation & Configuration

2

Select DocuSign Admin tab to manage your account

Installation & Configuration

3

Custom tags

Merging of SalesForce data

Can tie-up custom

button to

DocuSign

DocuSign connect for SalesForce

Jet Aviation(agreements@jetaviation.com) Customer clicks the

button to open the

agreement in

DocuSign app

1. Customer receives a request through email to sign the agreement

2. User reviews the agreement and either accepts/declines

Customer

signing the

agreement

1. SF user sends agreement

2. Customer receives the agreement with the service order details

3. Customer accept/declines the agreement (online using DocuSign)

4. DocuSign status will be updated in SF

5. Signed agreement will be stored as an attachment in SF

Workflow in a nutshell

Workflow in a nutshell

To name a few –

• Book Publishing Industry

• Manufacturing

• Customized Healthcare products

• ……

• ……

Different domains where we can use DocuSign

To watch the demo online please click below

Thank You

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