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.”