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CRM++ Email Integration for Oracle Cloud Solutions

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Information about CRM++ Email Integration for Oracle Cloud Solutions
Technology

Published on March 14, 2014

Author: CrmitCorp

Source: slideshare.net

Description

CRM++ Email Workbench provides 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 immediately shared with appropriate team members, without you having to remember to copy or forward.

The CRM++ Email Workbench also eliminates the switching between email programs and CRM modules, which always has been a challenge. The seamless automation of service requests and one-stop email communication aids better visibility and accessibility to all customer information and emails within the system.
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CRM++ Email Workbench v1.4 Support for Keep customer email inside the CRM system

CRM++ Email Workbench © Copyright 2014 CRMIT. All rights reserved. www.crmit.com Our Cloud Offerings Cloud based Customer Experience (CX) Solutions Portfolio ` RightNow CX Cloud Service Email Workbench Social CRM ATG Mobile CRM CRM On Demand Sales & Marketing Services Applications SSP Cloud Integration Service Offerings CX Consulting Health Check & Wellness Plans CTI Fusion CRM Eloqua SRM Managed Marketing Data Management & Business Analytics Independent Testing & Validation User Adoption Training

CRM++ Email Workbench © Copyright 2014 CRMIT. All rights reserved. www.crmit.com The CRM++ Email Workbench v1.4 continues to enhance your business processes and in-turn your customers' experience with upgraded features including multiple file attachments, upgraded TinyMCE Editor, improved image embedding & preview, improved template management, draft functionality, print preview and BCC recipient. CRM++ Email Workbench provides 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 immediately shared with appropriate team members, without you having to remember to copy or forward. The CRM++ Email Workbench also eliminates the switching between email programs and CRM modules, which always has been a challenge. The seamless automation of service requests and one-stop email communication aids better visibility and accessibility to all customer information and emails within the system. Email Workbench v1.4

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 Benefits users in sales, marketing, service & support organizations3500+ 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) • Multiple file attachments / Improved template management • Upgraded TinyMCE Editor including image and table embedding features • "Save as Draft" & "Preview & Print" Include BCC recipient Features users in sales, marketing, service & support organizations 3500+ Support for

CRM++ Email Workbench © Copyright 2014 CRMIT. All rights reserved. www.crmit.com Email Workbench: Preview 3500+ users in sales, marketing, service & support organizations

CRM++ Email Workbench © Copyright 2014 CRMIT. All rights reserved. www.crmit.com Email Workbench: Preview Multiple file attachment 3500+ users in sales, marketing, service & support organizations Enables you to upload multiple files in a single step

CRM++ Email Workbench © Copyright 2014 CRMIT. All rights reserved. www.crmit.com Email Workbench: Preview Upgraded Editor 3500+ users in sales, marketing, service & support organizations New version of Tiny MCE Editor 4.0.2* integrated to empower users with enhanced WYSIWYG editing functionality

CRM++ Email Workbench © Copyright 2014 CRMIT. All rights reserved. www.crmit.com Email Workbench: Preview Improved Image Embedding & Preview 3500+ users in sales, marketing, service & support organizations Users can now embed & preview images while viewing, creat ing emails or templates

CRM++ Email Workbench © Copyright 2014 CRMIT. All rights reserved. www.crmit.com Email Workbench: Preview Improved Template Management 3500+ users in sales, marketing, service & support organizations Templates can now attach files, images or documents and record them within your CRM systems.

CRM++ Email Workbench © Copyright 2014 CRMIT. All rights reserved. www.crmit.com CRM ++ Applications CRM On Demand / Oracle ® Sales Cloud Framework Email Workbench Social CRM Computer Telephony Integration Self Service Portal Mobile CRM 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 Study Invacare enables Email Integration for CRM On Demand to enhance Customer Experience COMPANY OVERVIEW Invacare 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 Industry Healthcare, Manufacturing, Retail, Distribution Products & Services Oracle® CRM On Demand CRM++ Email Workbench Implementation Partner CRMIT Solutions www.crmit.com

CRM++ Email Workbench © Copyright 2014 CRMIT. All rights reserved. www.crmit.com Case Study Canada's largest airline improves customer satisfaction with email integration with Oracle® CRM On Demand. COMPANY OVERVIEW One 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 Industry Travel &Transportation Products & Services Oracle® CRM On Demand CRM++ Email Workbench Implementation Partner CRMIT Solutions www.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 years Cloud CRM 1000+ man-years of Deployment CX Enablement's Self Service Platform Social Channels Email Integration Telephony Integration Mobile Integration Education & Research Financial Services Oracle Validated Integration Computer Telephony Specializations Largest Cloud CRM Deployment 3 apps on Oracle Market Place Accreditations Technologies

CRM++ Email Workbench © Copyright 2014 CRMIT. All rights reserved. www.crmit.com Industry Experience Financial Services Industrial Manufacturing 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 Partial list of CRM++ Customers

CRM++ Email Workbench © Copyright 2014 CRMIT. All rights reserved. www.crmit.com What do our customers say Thanks for your super support and very hard work. These were executed professionally and I think we got the balance right, judging by the feedback and also from my observations. Saty Joshi, Interactive Marketing & CRM Marketing Excellence 3M …CRM IT has demonstrated the skills and abilities to met or exceed all of our business expectations……. Throughout the process & requirements gathering workshops and the subsequent week of determining solutions, completing activities etc, they have both been very approachable. Their knowledge of CRMoD and their willingness to offer proactive, practical alternative solutions wherever possible has made it a pleasure to work with them. David Atkinson, Functional Analyst, Suncorp Group Limited James T Lane Vice President - Sales Reporting United Health Group

CRM++ Email Workbench © Copyright 2014 CRMIT. All rights reserved. www.crmit.com Enabling Excellence 2012 Winner *Awards and Accolades won by our CRM customers Best Customer Relationship Management Program Award Best SaaS-Based Program Award National Award for E- governance 2007-08

CRM++ Email Workbench © Copyright 2014 CRMIT. All rights reserved. www.crmit.com Global Spread Deployment base spread over 22+ countriesSales & Support Offices

CRM++ Email Workbench © Copyright 2014 CRMIT. All rights reserved. www.crmit.com +91 (80) 4292 5555 Reach us Americas 1525 McCarthy Blvd Suite 1000,Milpitas, CA 95035 USA EMEA Talbot House, 204-226, Imperial Drive, Rayners Lane, Harrow HA2 7HH London Australia & N Zealand Suite 19, 103 George Street Parramatta, NSW 2150 Australia Japan 2-21-7-703 Kiba, Koto- Ku, Tokyo 135-0042, Japan Malaysia B-5-8 Plaza Mont Kiara 50480 Kuala Lumpur, Malaysia +603 2726 2759+81 3 5809 8444 +1 (408) 722 0634 + 44 203 586 1248 +61 2 9186 2550 Middle East # 14, CRMIT Towers, BTM Layout 1st Stage, 100 Ft Ring Road, Bangalore 560068. India Rest of Asia Salahuddin Ayubi Road , Riyadh, Kingdom of Saudi Arabia

CRM++ Email Workbench © Copyright 2014 CRMIT. All rights reserved. www.crmit.com Thank you sales@crmit.com

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