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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([email protected]) 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
Feel free to share this information