Must Have Apps to Boost CRM Productivity

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    23-Feb-2017

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  • Google confidential | Do not distribute

    Integrate your business appsReduce cost and complexity, super-charge collaboration

  • Google confidential | Do not distribute

    Integrate your business appsReduce cost and complexity, super-charge collaboration A 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 isnt always easy.

    CRM Software

  • Google confidential | Do not distribute

    Integrate your business appsReduce cost and complexity, super-charge collaboration Introducing Cirrus Insight

  • Google confidential | Do not distribute

    Integrate your business apps

    Google confidential | Do not distribute

    Reduce cost and complexity, super-charge collaboration We 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.

  • Google confidential | Do not distribute

    Integrate your business appsReduce cost and complexity, super-charge collaboration Why should I integrate the inbox and Salesforce?

    ProblemSales and support reps live in their inbox and on their calendar, but that important customer data needs to flow to and from Salesforce.

    SolutionBring 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.

  • Google confidential | Do not distribute

    Integrate your business appsReduce cost and complexity, super-charge collaboration Cirrus 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

  • Google confidential | Do not distribute

    Integrate your business appsReduce cost and complexity, super-charge collaboration Who uses Cirrus Insight?

    We serve over 50,000 customers from small businesses to large enterprises.

  • Google confidential | Do not distribute

    Live Demo

  • 9

    Todays Speakers

    Sue Fernand

    VP of Channel Sales: Cirruspath

    sfernand@cirruspath.com

    949-229-0441

    mailto:sfernand@cirruspath.com

  • 10

    Free Trial and 20% off your first year

    http://www.cirrusinsight.com?ref=consummate

    http://www.cirrusinsight.com/?ref=consummate

  • Google confidential | Do not distribute

    QUESTIONS?

  • Docomotion 2014

    LES STEIN VP GLOBAL SALES

    URI HOCHSTADTER DIRECTOR CUSTOMER SUCCESS

  • Company History

    1990AUTOFONT FOUNDED

    2014DOCOMOTION EMBRACED A NEW

    CLOUD-BASED STRATEGY AND PRODUCT

    FREE FORM (ON PREMISE) LAUNCHED

    2007

    DOCOMOTION - SALESFORCE EXTENSION LAUNCHED

    2015

    2016COMPANY RENAME

    DOCOMOTION

  • Who we areDocomotion 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

  • Docomotion Global Customers

  • Enterprise Challenges

    23

    1

    IT Resources are expensive

    Standardizing the output documentation

    IncreaseCustomer Engagement

    Pressure to increase revenues viaUp-Sell and Cross-Sell

    4

  • Save up to 60% of your time, efforts and therefore costs

    by implementing our solution. ...Gain New Found Money.

    MS Word Based

    Quick & Easy document design experience.

    Bi-Directional Interactive forms

    Enhance the accuracy and information in your CRM

    Marketing forms

    Personalized marketing / promotional activities

    Graphical Signature

    Increases conversion rates by eliminating exit points

    Docomotion is Unique

  • Uri Hochstadter

  • Getting Started in 3 Simple Steps

    Installation

    Download App

    System Settings(3 simple steps)1

  • Getting Started in 3 Simple Steps

    Design your 1st Form

    Define Data Model(Choose fields to include)

    Design your FormSimply copy/past using our drag & drop Designer

    Activate / Publish2

  • 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 FormSimply copy/past using our drag & drop Designer

    Activate / Publish2Generate & Distribute

    (Selected output format & distribute channel)3

  • Docomotion Documentation

    Available directly from Salesforce

    Search

    Example

  • 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.

  • 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.

  • QUESTIONS?

  • THANK YOU

  • 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

    https://twitter.com/doblegrouphttps://twitter.com/doblegrouphttps://www.facebook.com/doblegrouphttps://www.facebook.com/doblegrouphttps://plus.google.com/+Doblegroup/postshttps://plus.google.com/+Doblegroup/postshttps://www.youtube.com/channel/UCC0Rw3f7KD0KfUDDy3AgINA/feed?view_as=publichttps://www.youtube.com/channel/UCC0Rw3f7KD0KfUDDy3AgINA/feed?view_as=publichttp://www.linkedin.com/company/doble-group-llc?trk=company_namehttp://www.linkedin.com/company/doble-group-llc?trk=company_namehttp://www.slideshare.net/fbuddo12http://www.slideshare.net/fbuddo12

  • 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 .

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