Get More Out of Salesforce with eSignature

Presented by

Prachi Misra, Sr Product Marketing Manager, Salesforce Partnerships at DocuSign

About this talk

Salesforce lies at the heart of many sales teams, yet to close a deal, sales reps often face manual processes like copy/pasting data in and out of different platforms to move a deal forward. Not only can this be error-prone, but it also leaves reps with less time to actually talk with customers. With DocuSign eSignature for Salesforce, you can integrate the most important aspects of the selling processes directly into your CRM platform. Within this session, hear from one of our customers how having a connected sales process helps simplify sales workflows, provides visibility into agreement signing, and eliminates manual data entry errors. We’ll demonstrate how to: Set-up a template to quickly pull in Opportunity and Account data Send an agreement via SMS to your customer in Sales Cloud Generate and send agreements in Slack for signing _________________________ By registering to attend this webinar, DocuSign will receive your personal data from BrightTALK for the purpose of DocuSign sending you marketing communications about its products and services. For more information on how DocuSign processes your personal data, please visit the DocuSign Privacy Policy available here: You can opt out of marketing communications from DocuSign at any time by unsubscribing here:

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Welcome to DocuSign's BrightTalk channel! Since inception in 2003, DocuSign has been on a mission to accelerate business and simplify life for companies and people around the world. We pioneered the development of e-signature technology, and today DocuSign helps organisations connect and automate how they prepare, sign, act on, and manage agreements. As part of the DocuSign Agreement Cloud, DocuSign offers eSignature: the world's #1 way to sign electronically on practically any device, from almost anywhere, at any time. Our value is simple to understand: Legacy, paper-based agreement processes are manual, slow, expensive, and error-prone. We eliminate the paper, automate the process, and connect it to all the other systems that businesses are already using. Our platform has 350+ prebuilt integrations with popular business apps. In addition, our API enables embedding and connecting DocuSign with customers’ websites, mobile apps, and custom workflows. Today, more than 500,000 customers and hundreds of millions of users in over 180 countries use DocuSign to accelerate the process of doing business and to simplify people's lives.