NYC Admin Zone: End to End Productivity with Salesforce
9
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
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Transcript of NYC Admin Zone: End to End Productivity with Salesforce
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
Prior State of Statement of Work processing
Spreadsheet City
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
Should we do this?
“We can’t not do this” Recruitics CEO
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.
From a user
“I am convinced that the new Insertion Order process through Salesforce is magic. Nobody can tell me any differently.”
