Date post: | 06-Aug-2015 |
Category: |
Technology |
Upload: | salesforcecom |
View: | 27 times |
Download: | 1 times |
End to End Productivity with Salesforce
Rich Spitz Salesforce Certified Administrator Westchester Salesforce User Group Leader [email protected]
Automating Sales Processes Using Drawloop and EchoSign
Old processes for Statement of Work
• Very manual creation process
• Multiple points of duplicate entry
• No ability to track Statement of Work at various stages
• No integration with EchoSign and Salesforce
What to do?
• Automate the processes
• Integrate Drawloop, EchoSign and Salesforce
• Create lots of validation
• Use Salesforce as the single point of truth
Apps Used Drawloop
Create an automated and repeatable document creation process all within your Salesforce environment. Users just click a button.
EchoSign (now Adobe Document Cloud)
Adobe Document Cloud combines Acrobat and PDF with online services so you can prepare and send documents for signature from anywhere.