Forms & Print Services for Salesforce - Canon

“Forms & Print Services for Salesforce”

October 2012

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Forms & Print Services

for Salesforce

- Overview

October 2012/ Forms and Print Services for Salesforce

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Forms and Print Services for Salesforce allows users to not only create highly visual

and attention-grabbing reports or documents,

but also print them, even on the road, at any

FedEx Office location in the United States!


Outline “Forms and Print Services for Salesforce”

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Store Print Jobs

Print/Activity Logs

Salesforce data

Visually Appealing!

Canon Devices:

Direct Print OR Pull Print

Other Printers Print PDF (w/ Printer Driver)

Printer

Driver

“Print Form” using Salesforce® data…

…from PC or mobile device.

Value Proposition

Unify dispersed Salesforce data

Bring dispersed Salesforce data into one view (i.e. list of related

companies) and bring it to life with high impact visuals.

Convey meaningful information, easy to analyze and act upon.

Maximize work efficiency

Automate manual report creation (i.e. monthly sales report).

Batch print invoices, packing slips etc.

Bring to life new value

Create sophisticated, professional-looking documents.

Driver-less printing/Secure printing.

New! - Print at any FedEx Office location in the United States.

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Example: Monthly Sales Report


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After

• Dispersed Salesforce data comes together

• 1-click creation of standardized document

• Highly visual – easy to analyze and present

• Dynamic rules - sort data, calculate totals,

format tables, insert page breaks…

• Manual creation –

consumes time

• Not standardized

• Difficult to view,

analyze or present

Before

Major Features

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Major Features: Forms Creation

Present sales results with charts and

graphs.

Unify dispersed Salesforce data within

one view – easy to understand and

analyze.

Create professional-looking estimates

and proposals to present to your client.

Save time spent on manual creation of

reports and other forms!


Transform your Salesforce data into dynamic,

highly visual forms.

Major Features: Mobile Printing

NEW! - Print at more than 1,800 FedEx Office locations in the

United States.

Print without drivers to your Canon imageRUNNER ADVANCE

multifunction device (“MFP”).

Store your print jobs in the cloud to retrieve later* as needed,

even directly from a touch panel of an optimized Canon device.

Save your PDF locally to print, e-mail, fax….


*The PDF forms are stored on Canon Business Imaging Online cloud for a maximum of two (2) days. If printing to FedEx Office, forms

can be accesses and printed for up to ten (10) days.

Print on the go, documents

created with your mobile

device, right in the cloud.

Major Features: Batch Printing

Handle large batch print jobs:

Print batches of documents quickly, with

one custom button, instead of having to

print one document at a time.

Get your orders out the door faster and

easier.

Print clear, professional-looking documents

to send to your customers.


Examples include pick lists, invoices, shipping

documents, packing slips, labels and many more.

Competitive

Advantage

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Our Competitive Advantage

What can Canon offer that is unique?

1. Printing ability

• Our solution is end-to-end. It not only creates the

form but also prints it when and where you need.

• Now you can also print at more than 1,800 FedEx

Office locations in the U.S.

2. Ability to print as a batch, which limits your

workload and enables you to print lots of jobs

quickly.

3. Exceptional customization of the forms – rather

than offering “one-size-fits-all” forms, we pre-

design the forms for you.


Use Case: Mobile Professional

Printing

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Use Case: Mobile Professional Printing

Ann, a sales professional, is traveling to meet a customer across the

country and present a proposal.

While at the airport, she receives a call from her customer, who is

asking for additional products to be added to the quote.

But Ann is already away from her office!


Here is how she can create a new

professional-looking quote, and then

print it on the go….

Step 1: Log in to your Salesforce® account

No need for

additional log-in IDs

or passwords!


Salesforce, Force, and Chatter are trademarks of

salesforce.com, inc.

One touch of a custom button

pulls relevant data from

Salesforce into a pre-

designed, dynamic PDF form

Step 2: Click on the custom button

within your Salesforce database


Salesforce, Force, and Chatter are trademarks of salesforce.com, inc.

Step 3: Your Quote is ready!

Now you are able to:


PRINT NOW

Download the PDF to e-mail or print

with your regular printer

Print without drivers to a Canon

imageRUNNER ADVANCE printer

PRINT LATER

Directly from a touch-panel of a

Canon printer

From Salesforce (attach PDF to

Salesforce)

Print at any FedEx Office location in

the United States

Your Quote:

Professional-looking

and personalized (easy to

add a memo)

Created on-the-go, with

a mobile device

Can be printed at a

convenient FedEx

Office location

Ready to be signed by the

customer!


Use Case: Batch Printing

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Use Case: Batch Printing

Joe is a warehouse manager, who throughout the course of the day

creates a number of packing lists and shipping labels for the

processed orders, utilizing his Salesforce-integrated ERP system.

At the end of the day, Joe needs to print all his shipping document

quickly, as the shipping truck is coming within minutes…

Here is how Joe is able to print all the

documents at once, using the batch print

feature of the Forms and Print Services for

Salesforce….


Step 1: Log in to your Salesforce® account

No need for

additional log-in IDs

or passwords!


Salesforce, Force, and Chatter are trademarks of

salesforce.com, inc.

Step 2: Go to your Salesforce–integrated

ERP System

There are multiple shipping docs that need to

be printed


Step 3: Print all your shipping docs at once!

Instead of printing each document,

one at a time, you can select all..

Then press the custom

button, to print all docs at

once


Your shipping documents:

Multiple documents

are created in one

click operation.

Sophisticated-looking,

ready to be shipped!


Other Common

Use Cases

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Create printable,

customized forms: •Invoices

•Cost analyses and vendor

analyses

Batch print •Invoices

•Other documents

Here are some common examples of areas

where your organization could benefit from

Forms and Print Services for Salesforce:

Sales

Finance

Warehouse

Marketing

Create and print professional-looking: • Quotes, estimates and proposals for customers

Present visually-appealing: •Sales reports, account reports, sales forecasts

•Results of demand generation campaigns

•Reports on activities and interests of your prospects

•Sales pipeline

Visually demonstrate analyses of: • Key metrics across sales, margins and inventory

• Key financial ratios

• Income statements, illustrating revenue trends

and profit fluctuations

Present • Production forecasts -

to share with your

company’s suppliers

• Inventory levels and

order status

Batch print • Purchase orders

• Shipping documents

• Picklists

Create presentations with

charts and graphs, to

demonstrate: •Results of promotional campaign

•Segments of customers

•Analyses of product performance

or sales by region

Accounting

Create visually

attractive reports on: •Average call time or case

resolution time

•Team performance

Customer Service


Support

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Support

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END

CUSTOMER

Authorized Dealer

CITS Canon Support Organization

CIIS (leveraging STSD)

Canon Inc.

1st

2nd

3rd

Leverage Canon’s well established support infrastructure

Can contact CITS on behalf

of end customer

For Customer

Support, please call:

1-855-442-2666

(855-44CANON)


Pricing

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Pricing

Forms and Print Services for Salesforce

is comprised of a subscription-based

application as well as professional services to

design sophisticated, customized forms and

implement the system.


Pricing Outline*

Subscription Service: •Based upon # of User ID’s

•Based on $29/ID/month. 10 IDs minimum

•Sold upfront on an annual basis

•Includes unlimited number of devices

•Includes 120,000 pages/ID/year of forms created

•Could be additional fees above 120,000/ID/year

limit

Professional Service*: •Understanding of customer environment and

needs

•Design of customer forms

•Implementation of system

•Overall project management

PS Forms Design Samples (for estimate purposes)*: A. “Simple forms”

Samples: Simple Invoice, Quotes, and shipping documents.

Estimated # of PS Days: 3

B. “Medium Forms”

Samples: Reports with charts, sales reports, product lists,

account profiles


C. “Complex Forms”

Samples: Reports with chart and graphs, comprehensive

proposals


Notes:

*PS will vary depending upon customer environment & forms complexity. Forms estimate chart here is for estimate purposes only.

Forms & Print Service for Salesforce is sold as a package consisting of the

following 2 components:


Availability

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Availability

Forms and Print Services for Salesforce

solution is available in the United States.

Visit the Canon Information and Imaging Solutions, Inc.

website: www.ciis.canon.com

Applicable terms and conditions and system and other requirements are available from a Canon Information

and Imaging Solutions, Inc. sales representative.


CANON and IMAGERUNNER are registered trademarks of Canon Inc. in the United States and may also be registered trademarks or trademarks in other countries. //LOOKFORWARD

and the LOOKFORWARD design marks are trademarks of Canon Information and Imaging Solutions, Inc. FedEx Office is a proprietary mark of Federal Express Corporation and FedEx

Office and Print Services, Inc. All other referenced product names and marks are trademarks of their respective owners and are hereby acknowledged.

http://www.ciis.canon.com/

Forms & Print Services for Salesforce - Canon

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