DOCUSIGN X SALESFORCE
DOCUSIGN X SALESFORCE
At DocuSign, Sales Reps and Leaders both benefit greatly from a ‘single source of truth’ presenting sales, customer and product data via a simplified, colorful, and refined UI.
“My Team” Dashboard
Designed for Sales Leadership, “My Team” is a bird’s-eye view of individual and team performance data, presented through easy-to-digest visualizations, predictions, insights.
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Forecast Analytics
Forecast Analytics generates real-time statistics, providing a clear picture of account health backed by Salesforce Genie, and even provides guidance via Einstein AI and historical trends.
Customer Success Portal
View different Go-to-Market (GTM) Groups and account hierarchy. Create and manage activities, cases, and contracts. Track customer sentiment towards products.
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Integrated Account Plan
The Integrated Account Plan enables sales reps to identify, record and track towards customer goals and values. Provides an organization chart of each account, with customizable interactions and relationships. Integrated with Quip to simplify note-taking.
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Tableau Account Health
Tableau portal displaying real-time progress towards specific account-specific goals.