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CRM++ Email Workbench v1.4
users in sales, marketing, service & support organizations
3500+ 38%
increase in customer responses
4xshorter
sales cycle
Keep customers’ emails inside your
CRM system
CRM++ Email Workbench© Copyright 2014 CRMIT. All rights reserved.
www.crmit.com
•Seamless email automation of prospects and contacts within the CRM framework
•Organize all customer information and emails within the CRM contact information
•Avoid switching between email and CRM modules to improve response / resolution time
•Eliminate hybrid email client integration (MS Outlook, Gmail, yahoo, etc)
•Link prospect and customers emails with the CRM data for a 360° customer view
•Multiple file attachments•Effective template management
CRM++ Email WorkbenchBenefits
Support for
CRM++ Email Workbench© Copyright 2014 CRMIT. All rights reserved.
www.crmit.com
•Comprehensive inbox view within CRM system•Compose & reply to email interactions from
customers without toggling between email clients
•Apply pre-defined templates, HTML designs and embed images to outgoing emails
•Organize templates with structured categories•Attach, preview and store multiple files and file
formats to email interactions (supports xls, doc, pdf, ppt, etc)
•Configure any IMAP email system (Gmail, Google Apps, Yahoo!, etc)
•Upgraded TinyMCE Editor including image and table embedding features
CRM++ Email WorkbenchFeatures
Support for
CRM++ Email Workbench© Copyright 2014 CRMIT. All rights reserved.
www.crmit.com
CRM++ Email Workbench PreviewView email console
CRM++ Email Workbench© Copyright 2014 CRMIT. All rights reserved.
www.crmit.com
CRM++ Email Workbench PreviewReply by template console
CRM++ Email Workbench© Copyright 2014 CRMIT. All rights reserved.
www.crmit.com
CRM++ Email Workbench PreviewReply email console
CRM++ Email Workbench© Copyright 2014 CRMIT. All rights reserved.
www.crmit.com
CRM++ Email Workbench Preview Improved Template Management
Templates can attach files, images or documents and record them.
CRM++ Email Workbench© Copyright 2014 CRMIT. All rights reserved.
www.crmit.com
CRM ++ Applications
Oracle ® CRM On Demand / Oracle ® Sales Cloud
Framework
Quote Management
Social CRMComputer TelephonyIntegration
Self ServicePortal
MobileCRM
Enabling rapid deployment and enhanced customer experience
3500+ users in sales, marketing, service & support organizations
Oracle® Cloud Private Cloud @Customer
CRM++ Email Workbench© Copyright 2014 CRMIT. All rights reserved.
www.crmit.com
Case StudyInvacare enables Email Integration for Oracle® CRM On Demand to enhance Customer Experience
COMPANY OVERVIEWInvacare UK (a part of Invacare Corporation, headquartered in Elyria, Ohio) is a global leader in the manufacture and distribution of innovative home and long-term care medical products that promote recovery and
active lifestyles.
CHALLENGES• Major challenge in the CRM process improvements was to •integrate the service request and responses to the customer’s contact
details within the CRM
•Empower employees to make the right decisions with a sense of urgency,
decisiveness and compassion•Improve development and support for their products and services
including home and long-term care medical products for independent living
SOLUTION•Email Workbench was chosen as a comprehensive solution to manage,
capture, collate, respond and distribute important customer email activity all within the CRM system
•Every update, development and opportunity is now immediately shared with
appropriate team members, without having to remember to copy or forward•Ability to link the prospect and customer emails with the CRM data for a
360° view of the customer interaction
BENEFITS•Seamless automation of service requests and one-stop email
communication•Organize all customer information and emails within your contact
information•Avoid switching between email and CRM modules to improve service
requests resolution time•Link prospect and customers emails with your CRM data so you have
better information about your interactions with customers always at hand
IndustryHealthcare, Manufacturing, Retail, Distribution
Products & ServicesOracle® CRM On DemandCRM++ Email Workbench
Implementation PartnerCRMIT Solutionswww.crmit.com
CRM++ Email Workbench© Copyright 2014 CRMIT. All rights reserved.
www.crmit.com
Case StudyCanada's largest airline improves customer satisfaction with email integration with Oracle® CRM On Demand
COMPANY OVERVIEWOne of Canada's largest full-service airlines and the largest provider of scheduled passenger services. They are a member of the Star Alliance™, and is considered as one of the world's most comprehensive air transportation network.
CHALLENGES•To improve customer services by reducing inconvenience to its consumers
and passengers including reservations, check-in, baggage, entertainment and refund
•The major challenge was to integrate the service request and responses to the
customer’s contact details within the CRM•Improve customer experience by providing better service
SOLUTION•Email Workbench was chosen as a comprehensive solution to manage,
capture, collate, respond and distribute important customer email activity all within the CRM system for better service
•The solution was able to address customer concerns quicker as it eliminated the
toggling between email clients and the CRM system•Ability to link the prospect and customer emails with the CRM data for a 360°
view of the customer interaction
BENEFITS•Seamless automation of service requests and one-stop email communication•Organize all customer information and emails within your contact information•Avoid switching between email and CRM modules to improve service
requests resolution time
•Link prospect and customers emails with your CRM data so you have better information about your interactions with customers always at hand
IndustryTravel &Transportation
Products & ServicesOracle® CRM On DemandCRM++ Email Workbench
Implementation Partner
CRMIT Solutionswww.crmit.com
CRM++ Email Workbench© Copyright 2014 CRMIT. All rights reserved.
www.crmit.com
Why customers chose CRMIT
End to end expertise on Oracle Customer Experience solutions. Participate in evangelization, roadmaps, product feedback, issues identification & Integration specialization.
013
ISO 270001 REGISTERED
200,000+ users
250+ customers
22+ countries
3000+ app users
23,000+ hrs training
10 yearsCloud CRM
1000+ man-years of deployment
CX Enablement's
Self ServicePlatform
Social Channels
Email Integration
TelephonyIntegration
MobileIntegration
Education & ResearchFinancial Services
Oracle Validated IntegrationComputer Telephony
SpecializationsLargest Cloud
CRM Deployment3 apps on Oracle
Market Place
Accreditations
Solutions
Configure Price Quote
Marketing Cloud
Sales Cloud
Service Cloud
Social Cloud
CRM++ Email Workbench© Copyright 2014 CRMIT. All rights reserved.
www.crmit.com
Industry Experience
Financial Services
IndustrialManufacturing
Travel &Transportation
Insurance
Education & Research
Engineering &Construction
Public Sector
HealthcareConsumer Goods
High Technology
Retail
Life Science
CRM++ Email Workbench© Copyright 2014 CRMIT. All rights reserved.
www.crmit.com +91 (80) 4292 5555
Reach usAmericas
1525 McCarthy BlvdSuite 1000,Milpitas, CA 95035USA
EMEA
Talbot House, 204-226, Imperial Drive, Rayners Lane, Harrow HA2 7HH London
Australia & N Zealand
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Japan
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Malaysia
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+1 (408) 722 0634 + 44 203 586 1248 +61 2 9186 2550
Middle East
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Rest of Asia
Salahuddin Ayubi Road ,Riyadh,Kingdom of Saudi Arabia
CRM++ Email Workbench© Copyright 2014 CRMIT. All rights reserved.
www.crmit.com
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