Must Have Apps to Boost CRM Productivity

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    23-Feb-2017

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<ul><li><p>Google confidential | Do not distribute</p><p>Integrate your business appsReduce cost and complexity, super-charge collaboration </p></li><li><p>Google confidential | Do not distribute</p><p>Integrate your business appsReduce cost and complexity, super-charge collaboration A Common Example of Why Poor Adoption Occurs</p><p>Your Email Inbox</p><p>Many modern email clients and CRM platforms operate in </p><p>the cloud, but getting them to cooperate isnt always easy.</p><p>CRM Software</p></li><li><p>Google confidential | Do not distribute</p><p>Integrate your business appsReduce cost and complexity, super-charge collaboration Introducing Cirrus Insight</p></li><li><p>Google confidential | Do not distribute</p><p>Integrate your business apps</p><p>Google confidential | Do not distribute</p><p>Reduce cost and complexity, super-charge collaboration We make apps that integrate the inbox with Salesforce</p><p>Cirrus Insight integrates your inbox, calendar, and contacts (in Google Apps, Outlook, and Office 365) with Salesforce.</p></li><li><p>Google confidential | Do not distribute</p><p>Integrate your business appsReduce cost and complexity, super-charge collaboration Why should I integrate the inbox and Salesforce?</p><p>ProblemSales and support reps live in their inbox and on their calendar, but that important customer data needs to flow to and from Salesforce.</p><p>SolutionBring Salesforce to reps in the inbox and sync with their calendar to increase engagement, effectiveness, and efficiency of employees.</p><p>Benefits Increase productivity and adoption of </p><p>Salesforce. Top and bottom line growth from faster </p><p>sales cycles and ticket resolution. Greater visibility for marketing, sales and </p><p>customer support.</p></li><li><p>Google confidential | Do not distribute</p><p>Integrate your business appsReduce cost and complexity, super-charge collaboration Cirrus Insight Mobile: Benefits</p><p>Empower the mobile worker</p><p> Greater visibility into customer data Enhanced business intelligence Better synchronization of data One cohesive working experience Improved efficiency across multiple </p><p>tasks</p></li><li><p>Google confidential | Do not distribute</p><p>Integrate your business appsReduce cost and complexity, super-charge collaboration Who uses Cirrus Insight?</p><p>We serve over 50,000 customers from small businesses to large enterprises. </p></li><li><p>Google confidential | Do not distribute</p><p>Live Demo</p></li><li><p>9</p><p>Todays Speakers</p><p>Sue Fernand</p><p>VP of Channel Sales: Cirruspath</p><p>sfernand@cirruspath.com</p><p>949-229-0441</p><p>mailto:sfernand@cirruspath.com</p></li><li><p>10</p><p>Free Trial and 20% off your first year</p><p>http://www.cirrusinsight.com?ref=consummate</p><p>http://www.cirrusinsight.com/?ref=consummate</p></li><li><p>Google confidential | Do not distribute</p><p>QUESTIONS?</p></li><li><p> Docomotion 2014</p><p>LES STEIN VP GLOBAL SALES</p><p>URI HOCHSTADTER DIRECTOR CUSTOMER SUCCESS</p></li><li><p>Company History</p><p>1990AUTOFONT FOUNDED</p><p>2014DOCOMOTION EMBRACED A NEW </p><p>CLOUD-BASED STRATEGY AND PRODUCT</p><p>FREE FORM (ON PREMISE) LAUNCHED</p><p>2007</p><p>DOCOMOTION - SALESFORCE EXTENSION LAUNCHED</p><p>2015</p><p>2016COMPANY RENAME</p><p>DOCOMOTION</p></li><li><p>Who we areDocomotion is a company with many years experience in document generation tools and </p><p>now expertize in cloud software solutions for advanced document automation. </p><p>Easy to use and intuitive tools for designing generating and maintaining all types of business documents.</p><p>Docomotion is a Leader in our field with best-of-breed capabilities</p><p>An official SalesForce OEM partner </p></li><li><p>Docomotion Global Customers </p></li><li><p>Enterprise Challenges</p><p>23</p><p>1</p><p>IT Resources are expensive</p><p>Standardizing the output documentation</p><p>IncreaseCustomer Engagement </p><p>Pressure to increase revenues viaUp-Sell and Cross-Sell</p><p>4</p></li><li><p>Save up to 60% of your time, efforts and therefore costs </p><p>by implementing our solution. ...Gain New Found Money.</p><p>MS Word Based</p><p>Quick &amp; Easy document design experience.</p><p>Bi-Directional Interactive forms</p><p>Enhance the accuracy and information in your CRM</p><p>Marketing forms</p><p>Personalized marketing / promotional activities </p><p>Graphical Signature</p><p>Increases conversion rates by eliminating exit points</p><p>Docomotion is Unique</p></li><li><p>Uri Hochstadter</p></li><li><p>Getting Started in 3 Simple Steps </p><p>Installation</p><p> Download App</p><p> System Settings(3 simple steps)1</p></li><li><p>Getting Started in 3 Simple Steps </p><p>Design your 1st Form</p><p> Define Data Model(Choose fields to include)</p><p> Design your FormSimply copy/past using our drag &amp; drop Designer </p><p> Activate / Publish2</p></li><li><p>Getting Started in 3 Simple Steps </p><p>Installation</p><p> Download App</p><p> System Settings(3 simple steps)1</p><p>Design your 1st Form</p><p> Define Data Model(Choose fields to include)</p><p> Design your FormSimply copy/past using our drag &amp; drop Designer </p><p> Activate / Publish2Generate &amp; Distribute</p><p>(Selected output format &amp; distribute channel)3</p></li><li><p>Docomotion Documentation</p><p>Available directly from Salesforce</p><p>Search</p><p>Example</p></li><li><p>Docomotion Subscription</p><p>Admin / Designer</p><p>Administrators and Form Designers enabling the definition of Data Model and Form templates.</p><p>Each subscription requires a minimum of 1 Admin user per organization. </p><p>Professional</p><p>Enables the generation of output including, PDF, HTML, Word, Email body.Supports Salesforce1 and silent API generation.</p><p>Premier</p><p>Includes Professional features +</p><p>Generating interactive output. Includes graphical signature and uploading files.</p><p>Converting documents into fully interactive customer engagement opportunities.</p></li><li><p>Docomotion Subscription</p><p>Experts Overview (free of charge)</p><p> Full analysis of your current organization document status</p><p> Tailored path to document standardization according to your unique organizational requirements</p><p>Implementation Accompanied by Assigned Customer Success Manager </p><p>(CSM)</p><p> Initial training program for your users </p><p> 1st Document Design free of charge</p><p> Customer Success Manager (CSM) included</p><p>Converting documents into fully interactive customer engagement opportunities.</p></li><li><p>QUESTIONS?</p></li><li><p>THANK YOU</p></li><li><p>Contact us!</p><p>w w w . d o b l e g r o u p . c o m</p><p>@doblegroup /doblegroup /+doblegroup</p><p>Company/doble-group-llc doblegroup /DobleGroup</p><p>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</p></li><li><p>Doble Group, LLC</p><p>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</p><p>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</p><p>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</p><p>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</p><p>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 .</p></li></ul>