Forms & Print Services for Salesforce - Canon
Transcript of Forms & Print Services for Salesforce - Canon
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“Forms & Print Services for Salesforce”
October 2012
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Forms & Print Services
for Salesforce
- Overview
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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!
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Outline “Forms and Print Services for Salesforce”
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Store Print Jobs
Print/Activity Logs
Salesforce data
Visually Appealing!
Canon Devices:
Direct Print OR Pull Print
Other Printers Print PDF (w/ Printer Driver)
Printer
Driver
“Print Form” using Salesforce® data…
…from PC or mobile device.
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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.
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Example: Monthly Sales Report
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After
• 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…
• Manual creation –
consumes time
• Not standardized
• Difficult to view,
analyze or present
Before
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Major Features
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Major Features: Forms Creation
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!
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Transform your Salesforce data into dynamic,
highly visual forms.
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Major Features: Mobile Printing
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, e-mail, fax….
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*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.
Print on the go, documents
created with your mobile
device, right in the cloud.
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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.
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Examples include pick lists, invoices, shipping
documents, packing slips, labels and many more.
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Competitive
Advantage
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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 pre-
design the forms for you.
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Use Case: Mobile Professional
Printing
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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!
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Here is how she can create a new
professional-looking quote, and then
print it on the go….
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Step 1: Log in to your Salesforce® account
No need for
additional log-in IDs
or passwords!
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Salesforce, Force, and Chatter are trademarks of
salesforce.com, inc.
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One touch of a custom button
pulls relevant data from
Salesforce into a pre-
designed, dynamic PDF form
Step 2: Click on the custom button
within your Salesforce database
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Salesforce, Force, and Chatter are trademarks of salesforce.com, inc.
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Step 3: Your Quote is ready!
Now you are able to:
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PRINT NOW
Download the PDF to e-mail 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
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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!
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Use Case: Batch Printing
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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….
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Step 1: Log in to your Salesforce® account
No need for
additional log-in IDs
or passwords!
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Salesforce, Force, and Chatter are trademarks of
salesforce.com, inc.
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Step 2: Go to your Salesforce–integrated
ERP System
There are multiple shipping docs that need to
be printed
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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
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Your shipping documents:
Multiple documents
are created in one
click operation.
Sophisticated-looking,
ready to be shipped!
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Other Common
Use Cases
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Create printable,
customized forms: •Invoices
•Cost analyses and vendor
analyses
Batch print •Invoices
•Other documents
Here are some common examples of areas
where your organization could benefit from
Forms and Print Services for Salesforce:
Sales
Finance
Warehouse
Marketing
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
Visually demonstrate analyses of: • Key metrics across sales, margins and inventory
• Key financial ratios
• Income statements, illustrating revenue trends
and profit fluctuations
Present • Production forecasts -
to share with your
company’s suppliers
• Inventory levels and
order status
Batch print • Purchase orders
• Shipping documents
• Picklists
Create presentations with
charts and graphs, to
demonstrate: •Results of promotional campaign
•Segments of customers
•Analyses of product performance
or sales by region
Accounting
Create visually
attractive reports on: •Average call time or case
resolution time
•Team performance
Customer Service
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Support
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Support
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END
CUSTOMER
Authorized Dealer
CITS Canon Support Organization
CIIS (leveraging STSD)
Canon Inc.
1st
2nd
3rd
Leverage Canon’s well established support infrastructure
Can contact CITS on behalf
of end customer
For Customer
Support, please call:
1-855-442-2666
(855-44CANON)
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Pricing
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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.
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Pricing Outline*
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.
Forms & Print Service for Salesforce is sold as a package consisting of the
following 2 components:
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Availability
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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.com
Applicable terms and conditions and system and other requirements are available from a Canon Information
and Imaging Solutions, Inc. sales representative.
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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.