Alleviate Contract Complexity -- Starting Now!
Sari Ward, Salesforce.com
Michael Machado, Yamaha
Safe Harbor Statement
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Key Challenges Managing Contracts Today
Common Business Challenges
Complexity and Sheer Volume of Contracts
Centralizing Location
Administratively Intensive Process
Vendor Management
Lack of Clearly Defined Processes
Reports
Technology Challenges
How are Salesforce.com customers managing contracts
today?
Purchasing Contracts at Salesforce.com Business Challenge: One central place for all contracts (Online and
available anywhere) Never have to “check out” from file cabinet Log key terms Scan agreement to Account Run reports: # of contracts, types, Contract expiration, Contract owner
MICHAEL MACHADO
Systems Specialist Music Marketing [email protected]
YAMAHA offers high quality products and services, which use new and traditional technologies, as well as creativity and artistry, and continue to be a known, trusted and loved brand.
INDUSTRY: Music
EMPLOYEES: 450GEOGRAPHY: North America# USERS: 261
PRODUCT(S) USED: Enterprise Edition (Sales & Service & Support)DocuSign, Vertical Response, ClickTools, Pervasive “Business
Integrator”, CRMfusion “Demand Tools” & Microsoft Word.
YAMAHA CORPORATION OF AMERICA is the leading supplier of musical instruments in the United States. We offer a diverse array of product lines which include: Pianos, Digital Keyboards, Synthesizers, Woodwind and Brass instruments, Guitars, Drums & Professional Audio Gear.
YAMAHA ARTIST SERVICES, Inc. – Manages Artist Relationships with existing and new upcoming Artists.
Yamaha Commercial Audio Systems a leader in Commercial Audio.
YAMAHA Contracts – Key Challenges
Business Challenges Lengthy Signature Process
Incomplete & Inaccurate
Lost Contracts
Contracts Were Not Easily Accessible (Little or no visibility)
Data was Not Reusable
Very Labor-Intensive
No Corporate Consistency• Different For Each Division
Technology Challenges• Pen & Paper (No Automation)
YAMAHA Contracts – The Solution
Contracts entered
into Salesforce
Contracts printed & placed in Envelopes. Contract Emailed
to Dealer
Dealer & Parties Sign History stored
YAMAHA Contracts – Results
For YAMAHA Quality Assurance - No missed pages or signatures (Accurate Data) Documents cannot be changed by customer Original Signatures and Audit Trail/Control (SOX 404) Measurable results
Customers Have Instant access to their contract Improved Customer Satisfaction
For Both Parties Improved Process Efficiency
• Cycle Time - Days to minutes
• Sign Anywhere, Anytime
• Less Paper = Less Cost
• On-line Document Storage & Retrieval
• Visibility into the contract signing process• Simplified Renewal Process
YAMAHA Contracts Department: Music Marketing Group # Users: 60 Internal Key Requirements
Ability to handle multiple signers Document routing Customer experience must be easy to use and meet YAMAHA’s Brand image standards Better visibility into the client’s contract signing process Documents cannot be changed Must be legally enforceable Original Signatures and
Audit Trail/Control (SOX 404)
Key Benefits Executed contracts are linked directly in SFDC Sign Anywhere, Anytime Email and Browser to Sign Instant access to contracts
YAMAHA Contracts - Metrics
YAMAHA Metrics - Continued
Imagine it. Learn it. Use it.
How to apply what you have learned when you get home
• Explore the Contracts Tab
• Create a new record type and page layout for one of your contracts
• Explore the Mail Merge capabilities in Salesforce.com
• Create a Mail Merge Template for your contract
• Implement It
• Explore an e-sign solution such as DocuSign
• Explore third party apps via Appexchange
QUESTION & ANSWER SESSION
Michael MachadoSystem Specialist
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