Maximize Dynamics CRM with E-Signatures CRMUG Webcast

Transcription

1 When e-signatures matter to your business Maximize Dynamics CRM with E-Signatures CRMUG Webcast February 4, 2015

2 Welcome When e-signatures matter to your business Maximize Dynamics CRM with E-Signatures Rick McCutcheon Microsoft MVP CRM Rahim Kaba Product Marketing Manager e-signlive by Silanis Pat Albert Sr. Sales Engineer e-signlive by Silanis

3 Agenda Transforming CRM to Improve Experiences What Is An E-Signature? CRM & E-Signatures: A Winning Combination The Value of E-Signatures How to Leverage E-Signatures Inside Microsoft Dynamics CRM Live Demo How to Get Started with E-Signatures Q&A 3

4 Transforming CRM to Improve Experiences CRM is positioned to represent the largest enterprise software segment by 2017 (Gartner) Your customers want you to make their interactions with you simple and convenient How are you modernizing customer experiences with CRM? 4

5 Poll #1 5

6 What is an E-Signature? Like it s paper equivalent, an e-signature is a legal concept. It is about having a lasting record of someone s intent. Is it legal? Yes. Under the landmark ESIGN Act legislation in 2000, e-signatures have attained parity with paper. Today, more than a decade after the passing of the ESIGN Act, there is no longer any question about whether e-signatures are legal. 6

7 The E-Signature Market Is Exploding 48% compound annual growth in the e-signature market 1 The market will grow to $30 billion by YE By 2020, the majority of e-signature transactions will be launched from mobile devices 3 1 Gartner 2 Aragon Research 3 Forrester Research 7

8 CRM & E-Signatures: A Winning Combination What happens when it comes time to close a deal? What happens to documents that require signatures? How much control do you have over the process? E-signatures inside your CRM: Go paperless Obtain a digital footprint of the entire transaction Monitor the progress of the transaction Store e-signed documents in your CRM or ECM Get the best legal protection with electronic evidence 8

9 The Value of E-Signatures The Problem The Effect The Opportunity Printing Faxing Snail mail Missing signatures Lost pages/documents Error-prone processes Slow, costly transactions Missed opportunities Poor customer experience Smart automation Reduce errors and costs Legal/compliance risk mitigation Boost productivity Build better customer experiences! 9

10 Organizations Are Using E-Signatures to Go Digital Customer Relationship Management (CRM) Customer Communication Management (CCM) Enterprise Resource Planning (ERP) Electronic Content Management (ECM) Mobile Apps Sign Anywhere, Anytime, Any Device Document Storage and Collaboration Productivity Applications (Word, Excel, etc.) And more! 10

11 Improving the Customer Experience #1 Driver for E-Signature Adoption Benefits to your customers Convenience Completing transactions on-the-go Business on their terms anytime, anywhere, any device Benefits to you Streamlining internal operations Boosting productivity Keeping business digital Going paperless 11

12 Silanis is the strongest vendor with both an on-premises and a cloud offering million: 8 x more documents e-signed / year than any other vendor Highest customer satisfaction in back-to-back-to-back reports 22: 4x more enterprise deployments Only vendor whose entire product suite fits seamlessly with the customer s app Only vendor to earn top score for electronic evidence 5/5 Top marks in following categories: E-Signature Capture, Sender Configuration & Customization, Compliance, Authentication, Electronic Evidence, Enterprise Scalability, Breadth & Depth of E-Signature Services, E-Signature Strategy, and Enterprise Engagements Satisfaction 12

13 Where Are Businesses Adopting E-Signatures? Sales Finance Procurement HR Sales contracts Proposals NDAs SOWs Teaming agreements Service agreements Purchase orders and requests Expense reports Inter- departmental purchase requests Audit sign-off Purchase orders Tracking revenue and billing Accounts payable RFI/RFP sign-off ŸPersonnel evaluations Recruiting documents Travel requisitions Time sheets Payroll forms IT Marketing Operations Legal Order fulfillment Vendor agreements Task/action orders Contracts Incident reporting Insertion orders Permits and licenses NDAs Asset tracking Customer PR approvals Process approvals Patents Internal/external authorizations Partner and reseller agreements Compliance documents 13

14 How to Leverage E-Signatures in Your CRM A True Focus on the Customer For everyday sales & marketing documents like: Sales contracts Purchase orders Statements of work SLAs NDAs Insertion orders Partner agreements Customer PR approvals 14

15 Built for: Add-on for Dynamics CRM Send documents for signing directly from CRM Invite prospects, customers, partners and internal team members to e-sign Track the progress of the electronic transaction Automatically archive e-signed documents in CRM or SharePoint Use & save templates to automate future transactions 15

16 Poll #2 16

17 E-Signature Process Workflow Link from portal Username/password invite SMS text Challenge response 3 rd Party ID provider On-screen On-paper Text box Checkbox Etc. Mandatory & optional Ancillary docs (e.g. driver s license) Mandatory & optional Click-to-Sign Click-to-Initial Signature Capture Secure download attachment 17

18 Live Demo 18

19 How to Get Started with E-Signatures Flexible Deployment Options: You Choose REQUIREMENT Standalone cloud service API/SDK Pre-built apps (e.g., CRM, ECM) Speed to market Small volume of transactions Large volume of transactions Limited budget Limited or no IT resources End-to-end automation / STP Customize interface to match your + brand 19

20 What Are Customers Saying? Go to and search E-Signature removing an ink based signature process not only improves the customer experience, it provides tangible return on investment due to workflow efficiencies. - Consultant in IT Services it is imperative to move to an electronic signature model for customer experience, business efficiency as well as environmental protection reasons. - Administrator in Computer Software 20

21 Thank You! Questions? (Customers) (Partners) Meet us Silanis Technology 21