Everything you need to know about a sales deal on a single screen of your CRM system? Quick, simple, secure ways to sign off on documents while on the road and in front of customers? Total flexibility for anyone with a modicum of tech knowledge to start building new apps for their companies to use?
Check. Check. And check. That’s the potential future that DocuSign just showcased as part of the main keynote here at Dreamforce 2015 in San Francisco.
“This is the result of the work we’ve been doing with the Lightning Experience that Salesforce announced in August this year,” explained Mike Borozdin, the head of partner and developer engineering at DocuSign.
The Lightning Experience is a modern, productivity-boosting user experience designed to help sales reps close deals fast. It offers a new way of interacting with the Salesforce CRM platform across mobile and desktop devices. It comprises three key elements – the Lightning Design System, Lightning App Builder and Lightning Components, ‘all of which enable anyone to easily create modern enterprise apps,’ according to Salesforce.
“The beauty of the Lightning App Builder as it applies to DocuSign is it allows users to take functional elements of our digital transaction management platform – ‘components’ – and embed them directly into the Salesforce CRM system that’s already running. Our API also allows developers to embed DocuSign into any of the components they are building,” explained Borozdin.
To bring this to life, Borozdin and lead project engineer Daniela Rivera-Alvarado are highlighting ways this could work during Dreamforce this year. You can catch them at the DocuSign booth N1109 in Moscone North or any number of DocuSign-led sessions in the Developer Zone.
In the example of a sales manager looking to track deal closures at the end of a pressured quarter, the new DocuSign Status Lightning Component brings the status of a contract’s e-Signature right into the ‘opportunity workspace’. This allows them a quick glance at all the sales cycle information that matters most.
“You can see how close the deal is to closure, who still needs to sign the contract, and exactly where people are in the process,” explains Rivera-Alvarado. “Currently that information is available through DocuSign for Salesforce – but the Lightening Component makes it infinitely simpler to track and action.”
In the example of a cable installer at a customer’s house or office, DocuSign’s embedded signing component allows the agent to collect signatures right on the spot. That automatically gets posted to the customer’s account in the Salesforce platform by utilizing DocuSign’s core technologies.
Given the keynote just scratched the surface, the two use cases shown are just examples, said Borozdin.
“We’re already hearing from people here at Dreamforce who like this, and are suggesting many, many other opportunities and ways of integrating the technology,” he said. “We’re also talking to our developer partners and showcasing the ways in which they can leverage our API to embed our e-signature and DTM functionality.”
According to Salesforce, the Lightning Experience for Sales Cloud is available now with general availability planned for October. The Lightning App Builder and Components are expected to pilot in October, and be generally available in Q1 2016.
With that in mind, DocuSign is planning a beta program for customers interested in road-testing its Lightening Components. People interested should email email@example.com for more information.