Forms & Print Services for Salesforce. October 2012

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Clifford Parrish
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1 Forms & Print Services for Salesforce October 2012

2 Forms & Print Services for Salesforce - Overview 2 October 2012/ Forms and Print Services for Salesforce

3 Forms and Print Services for Salesforce allows users to not only create highly visual and attention-grabbing reports or documents, but also print them, even on the road, at any FedEx Office location in the United States! 3 October 2012/ Forms and Print Services for Salesforce

4 Outline Forms and Print Services for Salesforce Salesforce data Store Print Jobs Print/Activity Logs Visually Appealing! Print Form using Salesforce data from PC or mobile device. Printer Driver Other Printers Print PDF (w/ Printer Driver) 4 Canon Devices: Direct Print OR Pull Print

5 Value Proposition Unify dispersed Salesforce data Bring dispersed Salesforce data into one view (i.e. list of related companies) and bring it to life with high impact visuals. Convey meaningful information, easy to analyze and act upon. Maximize work efficiency Automate manual report creation (i.e. monthly sales report). Batch print invoices, packing slips etc. Bring to life new value Create sophisticated, professional-looking documents. Driver-less printing/secure printing. New! - Print at any FedEx Office location in the United States. 5 October 2012/ Forms and Print Services for Salesforce

Example: Monthly Sales Report After Before Manual creation

present 6 Dispersed Salesforce data comes together 1-click

and present Dynamic rules - sort data, calculate totals, format

6 Example: Monthly Sales Report After Before Manual creation consumes time Not standardized Difficult to view, analyze or present 6 Dispersed Salesforce data comes together 1-click creation of standardized document Highly visual easy to analyze and present Dynamic rules - sort data, calculate totals, format tables, insert page breaks 6 October 2012/ Forms and Print Services for Salesforce

7 Major Features 7

Unify dispersed Salesforce data within one view easy to understand and analyze.

8 Major Features: Forms Creation Transform your Salesforce data into dynamic, highly visual forms. Present sales results with charts and graphs. Unify dispersed Salesforce data within one view easy to understand and analyze. Create professional-looking estimates and proposals to present to your client. Save time spent on manual creation of reports and other forms! 8 October 2012/ Forms and Print Services for Salesforce

9 Major Features: Mobile Printing Print on the go, documents created with your mobile device, right in the cloud. NEW! - Print at more than 1,800 FedEx Office locations in the United States. Print without drivers to your Canon imagerunner ADVANCE multifunction device ( MFP ). Store your print jobs in the cloud to retrieve later* as needed, even directly from a touch panel of an optimized Canon device. Save your PDF locally to print, , fax. *The PDF forms are stored on Canon Business Imaging Online cloud for a maximum of two (2) days. If printing to FedEx Office, forms can be accesses and printed for up to ten (10) days. 9 October 2012/ Forms and Print Services for Salesforce

Get your orders out the door faster and easier.

10 Major Features: Batch Printing Handle large batch print jobs: Print batches of documents quickly, with one custom button, instead of having to print one document at a time. Get your orders out the door faster and easier. Print clear, professional-looking documents to send to your customers. Examples include pick lists, invoices, shipping documents, packing slips, labels and many more. 10 October 2012/ Forms and Print Services for Salesforce

11 Competitive Advantage 11

12 Our Competitive Advantage What can Canon offer that is unique? 1. Printing ability Our solution is end-to-end. It not only creates the form but also prints it when and where you need. Now you can also print at more than 1,800 FedEx Office locations in the U.S. 2. Ability to print as a batch, which limits your workload and enables you to print lots of jobs quickly. 3. Exceptional customization of the forms rather than offering one-size-fits-all forms, we predesign the forms for you. 12 October 2012/ Forms and Print Services for Salesforce

13 Use Case: Mobile Professional Printing 13

14 Use Case: Mobile Professional Printing Ann, a sales professional, is traveling to meet a customer across the country and present a proposal. While at the airport, she receives a call from her customer, who is asking for additional products to be added to the quote. But Ann is already away from her office! Here is how she can create a new professional-looking quote, and then print it on the go. 14 October 2012/ Forms and Print Services for Salesforce

15 Step 1: Log in to your Salesforce account No need for additional log-in IDs or passwords! 15 October 2012/ Forms and Print Services for Salesforce Salesforce, Force, and Chatter are trademarks of salesforce.com, inc.

Step 2: Click on the custom button within your

16 Step 2: Click on the custom button within your Salesforce database One touch of a custom button pulls relevant data from Salesforce into a predesigned, dynamic PDF form 16 October 2012/ Forms and Print Services for Salesforce Salesforce, Force, and Chatter are trademarks of salesforce.com, inc.

touch-panel of a Canon printer From Salesforce (attach PDF to

17 Step 3: Your Quote is ready! Now you are able to: PRINT NOW Download the PDF to or print with your regular printer Print without drivers to a Canon imagerunner ADVANCE printer PRINT LATER Directly from a touch-panel of a Canon printer From Salesforce (attach PDF to Salesforce) Print at any FedEx Office location in the United States 17 October 2012/ Forms and Print Services for Salesforce

18 Your Quote: Professional-looking and personalized (easy to add a memo) Created on-the-go, with a mobile device Can be printed at a convenient FedEx Office location Ready to be signed by the customer! 18 October 2012/ Forms and Print Services for Salesforce

19 Use Case: Batch Printing 19

Use Case: Batch Printing Joe is a warehouse manager, who throughout the course of the day creates a number of packing lists and shipping labels for the processed orders, utilizing his

20 Use Case: Batch Printing Joe is a warehouse manager, who throughout the course of the day creates a number of packing lists and shipping labels for the processed orders, utilizing his Salesforce-integrated ERP system. At the end of the day, Joe needs to print all his shipping document quickly, as the shipping truck is coming within minutes Here is how Joe is able to print all the documents at once, using the batch print feature of the Forms and Print Services for Salesforce. 20 October 2012/ Forms and Print Services for Salesforce

21 Step 1: Log in to your Salesforce account No need for additional log-in IDs or passwords! 21 October 2012/ Forms and Print Services for Salesforce Salesforce, Force, and Chatter are trademarks of salesforce.com, inc.

22 Step 2: Go to your Salesforce integrated ERP System There are multiple shipping docs that need to be printed 22 October 2012/ Forms and Print Services for Salesforce

23 Step 3: Print all your shipping docs at once! Instead of printing each document, one at a time, you can select all.. Then press the custom button, to print all docs at once 23 October 2012/ Forms and Print Services for Salesforce

24 Your shipping documents: Multiple documents are created in one click operation. Sophisticated-looking, ready to be shipped! 24 October 2012/ Forms and Print Services for Salesforce

25 Other Common Use Cases 25

26 Here are some common examples of areas where your organization could benefit from Forms and Print Services for Salesforce: Sales Create and print professional-looking: Quotes, estimates and proposals for customers Present visually-appealing: Sales reports, account reports, sales forecasts Results of demand generation campaigns Reports on activities and interests of your prospects Sales pipeline Customer Service Create visually attractive reports on: Average call time or case resolution time Team performance Finance Warehouse Present Production forecasts - to share with your company s suppliers Inventory levels and order status Batch print Purchase orders Shipping documents Picklists Visually demonstrate analyses of: Key metrics across sales, margins and inventory Key financial ratios Income statements, illustrating revenue trends and profit fluctuations Accounting Create printable, customized forms: Invoices Cost analyses and vendor analyses Batch print Invoices Other documents Marketing Create presentations with charts and graphs, to demonstrate: Results of promotional campaign Segments of customers Analyses of product performance or sales by region 26 October 2012/ Forms and Print Services for Salesforce

27 Support 27

28 Support Leverage Canon s well established support infrastructure 3rd Canon Inc. 2nd CIIS (leveraging STSD) For Customer Support, please call: Can contact CITS on behalf of end customer 1st CITS Canon Support Organization (855-44CANON) Authorized Dealer END CUSTOMER 28 October 2012/ Forms and Print Services for Salesforce

29 Pricing 29

30 Pricing Forms and Print Services for Salesforce is comprised of a subscription-based application as well as professional services to design sophisticated, customized forms and implement the system. 30 October 2012/ Forms and Print Services for Salesforce

31 Pricing Outline* Forms & Print Service for Salesforce is sold as a package consisting of the following 2 components: Subscription Service: Based upon # of User ID s Based on $29/ID/month. 10 IDs minimum Sold upfront on an annual basis Includes unlimited number of devices Includes 120,000 pages/id/year of forms created Could be additional fees above 120,000/ID/year limit Professional Service*: Understanding of customer environment and needs Design of customer forms Implementation of system Overall project management PS Forms Design Samples (for estimate purposes)*: A. Simple forms Samples: Simple Invoice, Quotes, and shipping documents. Estimated # of PS Days: 3 B. Medium Forms Samples: Reports with charts, sales reports, product lists, account profiles Estimated # of PS Days: 4 C. Complex Forms Samples: Reports with chart and graphs, comprehensive proposals Estimated # of PS Days: 5 Notes: *PS will vary depending upon customer environment & forms complexity. Forms estimate chart here is for estimate purposes only. 31 October 2012/ Forms and Print Services for Salesforce

32 Availability 32

Availability Forms and Print Services for Salesforce solution is available in the United States. Visit the Canon Information and Imaging Solutions, Inc. website: www.ciis.canon.

33 Availability Forms and Print Services for Salesforce solution is available in the United States. Visit the Canon Information and Imaging Solutions, Inc. website: Applicable terms and conditions and system and other requirements are available from a Canon Information and Imaging Solutions, Inc. sales representative. CANON and IMAGERUNNER are registered trademarks of Canon Inc. in the United States and may also be registered trademarks or trademarks in other countries. //LOOKFORWARD and the LOOKFORWARD design marks are trademarks of Canon Information and Imaging Solutions, Inc. FedEx Office is a proprietary mark of Federal Express Corporation and FedEx Office and Print Services, Inc. All other referenced product names and marks are trademarks of their respective owners and are hereby acknowledged. 33 October 2012/ Forms and Print Services for Salesforce

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