Must Have Apps to Boost CRM Productivity

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Integrate your business appsReduce cost and complexity, super-charge collaboration

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Integrate your business appsReduce cost and complexity, super-charge collaboration A Common Example of Why Poor Adoption Occurs

Your Email Inbox

Many modern email clients and CRM platforms operate in

the cloud, but getting them to cooperate isn’t always easy.

CRM Software

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Integrate your business appsReduce cost and complexity, super-charge collaboration Introducing Cirrus Insight

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Integrate your business apps

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Reduce cost and complexity, super-charge collaboration We make apps that integrate the inbox with Salesforce

Cirrus Insight integrates your inbox, calendar, and contacts (in Google Apps, Outlook, and Office 365) with Salesforce.

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Integrate your business appsReduce cost and complexity, super-charge collaboration Why should I integrate the inbox and Salesforce?

ProblemSales and support reps live in their inbox and on their calendar, but that important customer data needs to flow to and from Salesforce.

SolutionBring Salesforce to reps in the inbox and sync with their calendar to increase engagement, effectiveness, and efficiency of employees.

Benefits● Increase productivity and adoption of

Salesforce.● Top and bottom line growth from faster

sales cycles and ticket resolution.● Greater visibility for marketing, sales and

customer support.

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Integrate your business appsReduce cost and complexity, super-charge collaboration Cirrus Insight Mobile: Benefits

Empower the mobile worker

● Greater visibility into customer data● Enhanced business intelligence● Better synchronization of data● One cohesive working experience● Improved efficiency across multiple

tasks

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Integrate your business appsReduce cost and complexity, super-charge collaboration Who uses Cirrus Insight?

We serve over 50,000 customers from small businesses to large enterprises.

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Live Demo

9

Today’s Speakers

Sue Fernand

VP of Channel Sales: Cirruspath

[email protected]

949-229-0441

10

Free Trial and 20% off your first year

http://www.cirrusinsight.com?ref=consummate

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QUESTIONS?

© Docomotion 2014

LES STEIN – VP GLOBAL SALES

URI HOCHSTADTER– DIRECTOR CUSTOMER SUCCESS

Company History

1990AUTOFONT FOUNDED

2014DOCOMOTION EMBRACED A NEW

CLOUD-BASED STRATEGY AND PRODUCT

FREE FORM (ON PREMISE) LAUNCHED

2007

DOCOMOTION - SALESFORCE EXTENSION LAUNCHED

2015

2016COMPANY RENAME

DOCOMOTION

Who we areDocomotion is a company with many years experience in document generation tools and

now expertize in cloud software solutions for advanced document automation.

Easy to use and intuitive tools for designing generating and maintaining all types of business documents.

Docomotion is a Leader in our field with best-of-breed capabilities

An official SalesForce OEM partner

Docomotion Global Customers

Enterprise Challenges

23

1

IT Resources are expensive

Standardizing the output documentation

Increase“Customer Engagement”

Pressure to increase revenues via“Up-Sell” and “Cross-Sell”

4

Save up to 60% of your time, efforts and therefore costs

by implementing our solution. ...Gain New Found Money.

MS Word Based

Quick & Easy document design experience.

Bi-Directional Interactive forms

Enhance the accuracy and information in your CRM

Marketing forms

Personalized marketing / promotional activities

Graphical Signature

Increases conversion rates by eliminating exit points

Docomotion is Unique

Uri Hochstadter

Getting Started in 3 Simple Steps

Installation

Download App

System Settings(3 simple steps)1

Getting Started in 3 Simple Steps

Design your 1st Form

Define Data Model(Choose fields to include)

Design your FormSimply copy/past using our drag & drop Designer

Activate / Publish2

Getting Started in 3 Simple Steps

Installation

Download App

System Settings(3 simple steps)1

Design your 1st Form

Define Data Model(Choose fields to include)

Design your FormSimply copy/past using our drag & drop Designer

Activate / Publish2Generate & Distribute

(Selected output format & distribute channel)3

Docomotion Documentation

Available directly from Salesforce

Search

Example

Docomotion Subscription

Admin / Designer

Administrators and Form Designers enabling the definition of Data Model and Form templates.

Each subscription requires a minimum of 1 Admin user per organization.

Professional

Enables the generation of output including, PDF, HTML, Word, Email body.Supports Salesforce1 and silent API generation.

Premier

Includes Professional features +

Generating interactive output. Includes graphical signature and uploading files.

Converting documents into fully interactive customer engagement opportunities.

Docomotion Subscription

Experts Overview (free of charge)

Full analysis of your current organization document status

Tailored path to document standardization according to your unique organizational requirements

Implementation Accompanied by Assigned Customer Success Manager

(CSM)

Initial training program for your users

1st Document Design free of charge

Customer Success Manager (CSM) included

Converting documents into fully interactive customer engagement opportunities.

QUESTIONS?

THANK YOU

Contact us!

w w w . d o b l e g r o u p . c o m

@doblegroup /doblegroup /+doblegroup

Company/doble-group-llc doblegroup /DobleGroup

Doble Group, LLC

D o b l e G r o u p , L L C i s a b o u t i q u e c o n s u l t i n g f i r m t h a t f o c u s e s o n i m p r o v i n g

c o m m e r c i a l b u s i n e s s r e s u l t s t h r o u g h C R M s o l u t i o n s a n d t h e a l i g n m e n t o f t h e

o r g a n i z a t i o n , i t s p r o c e s s e s a n d t e a m s f o r s u c c e s s . W e d e l i v e r o u r s e r v i c e s t h r o u g h

h i g h l y c u s t o m i z e d c o n s u l t i n g , t r a i n i n g a n d c o a c h i n g p r o g r a m s a n d t h e w o r l d ’ s # 1

C R M t e c h n o l o g i e s , S a l e s f o r c e .