CRM++ Quote Management
 

CRM++ Quote Management

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Generate 25% more conversions with Configure Price Quote Solutions ...

Generate 25% more conversions with Configure Price Quote Solutions

CRM++ Quote Management is a SaaS based application that acts as a one stop shop to seamlessly generate a quote to any opportunity. It gives an organization the ability to quickly create Price Quotes and link those Quotes to Accounts, Contacts, or Opportunities. These Price Quotes are intended to allow sales representatives to easily and efficiently provide customers with Quick Quotes for pricing and availability

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  • CRM++ Applications for rapid deployment and enhanced customer experience3000+ users in sales, marketing, service and support organizations
  • Singapore’s leading IT solution provider steps up its sales with Quote and Order Management solution The client is a Singapore based leading distributor of IT Security, Application Delivery Network and Video Communication solutions. The group aims to be a preferred, best-of-breed security solutions provider for integrated and intelligent end-to-end security management of the Internet, systems and applications infrastructure. With the growing customer demands, the company needed to increase its competitiveness, harmonize its international sales structure, optimize cooperation between entities, and strengthen its relations with future and existing customers. M.tech High Technology Product Quote Management Oracle CRM On Demand Singapore https://marketing.crmit.com/go/crmit/HighTech_Quote_Management_Case_Study \\192.168.1.10\Fileserver Y
  • Singapore’s leading IT solution provider steps up its sales with Quote and Order Management solution The client is a Singapore based leading distributor of IT Security, Application Delivery Network and Video Communication solutions. The group aims to be a preferred, best-of-breed security solutions provider for integrated and intelligent end-to-end security management of the Internet, systems and applications infrastructure. With the growing customer demands, the company needed to increase its competitiveness, harmonize its international sales structure, optimize cooperation between entities, and strengthen its relations with future and existing customers. M.tech High Technology Product Quote Management Oracle CRM On Demand Singapore https://marketing.crmit.com/go/crmit/HighTech_Quote_Management_Case_Study \\192.168.1.10\Fileserver Y

CRM++ Quote Management CRM++ Quote Management Presentation Transcript

  • users in sales, marketing, service & support organizations Configure Price Quote 28% shorter sales cycle Solutions 52% higher proposal volume 3500+
  • CRM++ Quote Management © Copyright 2014 CRMIT. All rights reserved. www.crmit.com Oracle® Sales Cloud Quote Management Oracle® Sales Cloud Service Requests Integrated BI, Social and Extensibility The New Standard for Customer Relationship Management CRM++ Service Management
  • CRM++ Quote Management © Copyright 2014 CRMIT. All rights reserved. www.crmit.com • Automatic generation of fulfillment lines for contracts • Quickly create, revise, download or email price quotes and link those price quotes to accounts, contacts, or opportunities – all in a single secured Oracle CRM On Demand & Oracle Sales Cloud • Save time & resources by copying the existing price quote linked to an opportunity to replicate the same set of information for a new quote. • Maintain confidentiality by choosing which section(s) of the price quote you want to download and print Configure Price Quote Benefits users in sales, marketing, service & support organizations3500+ Support for
  • CRM++ Quote Management © Copyright 2014 CRMIT. All rights reserved. www.crmit.com • Ability to incorporate business processes as rules that can be applied on contact data • Seamlessly use data objects connected to a price quote – add products, price lines, contacts, terms & conditions, signature, etc • Supports SSO token authentication • Supports Analytics and Custom Reporting • Track price quotes based on the descending order of the price quote modified date users in sales, marketing, service & support organizations3500+ Configure Price Quote Features
  • CRM++ Quote Management © Copyright 2014 CRMIT. All rights reserved. www.crmit.com Email price quotes seamlessly from within the CRM Configure Price Quote Preview
  • CRM++ Quote Management © Copyright 2014 CRMIT. All rights reserved. www.crmit.com Configure Price Quote Preview Product Lookup Page Chose from your global product catalogue while generating a price quote
  • CRM++ Quote Management © Copyright 2014 CRMIT. All rights reserved. www.crmit.com CRM ++ Applications Oracle ® 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++ Quote Management © Copyright 2014 CRMIT. All rights reserved. www.crmit.com Case Study Singapore’s leading IT solution provider steps up its sales with Quote and Order Management solution COMPANY OVERVIEW The client is a Singapore based leading distributor of IT security, application delivery network and video communication solutions. The group aims to be a preferred, best-of-breed security solutions provider for integrated and intelligent end-to-end security management of the internet, systems and applications infrastructure. With the growing customer demands, the company needed to increase its competitiveness, harmonize its international sales structure, optimize cooperation between entities, and strengthen its relations with future and existing customers. CHALLENGES • Organize and generate accurate yet complex quotes and orders within the existing CRM environment • Automate and streamline the already complex quote and order management workflow SOLUTION • Integrate CRM++ Quote Management with existing CRM to leverage Oracle® CRM On Demand platform & features • Customize the existing quote and order management workflow using Oracle® CRM On Demand web services in conjunction with additional components developed in Java / J2EE technology • Seamlessly uses data objects connected to a quote – add products, price lines, contacts, terms & conditions and signatures, BENEFITS • Boost customer satisfaction with time to respond and global consistency • Increased productivity with automated and streamlined multilevel approvals • Minimized lost opportunities with time to respond to quotes or revised quotes & contracts • Maximized margins with contract negotiation, timely renewals and leveraging contract history Industry High Technology Products & Services Oracle® CRM On Demand CRM++ Quote Management Implementation Partner CRMIT Solutions www.crmit.com
  • CRM++ Quote Management © Copyright 2014 CRMIT. All rights reserved. www.crmit.com Case Study Ambu delivers cohesive sales process with on Oracle® Cloud CRM to boost revenues COMPANY OVERVIEW Ambu A/S is a Danish company that develops produces, and markets diagnostic and life-supporting equipment and solutions to hospitals and rescue services. Millions of patients and healthcare professionals worldwide depend on the functionality and performance of their products. We are dedicated to improve patient safety and determined to advance single-use devices. With the growing customer demands, the company needed to increase its competitiveness, harmonize its international sales structure, enable the decision making and strengthen its relations with future and existing customers CHALLENGES • To automate and streamline the already complex quote and order management workflow within the existing CRM environment • Organize and generate accurate yet complex quotes and orders based on sales reps and regions • To get real time reporting of unified view of CRM intelligence from complex quote management workflow SOLUTION • Integrate CRM++ Quote Management with existing CRM to leverage Oracle® CRM On Demand platform & features • Users were able to create and manage customer orders, generate quotes and proposals, throughout the lead management process • Customize the existing quote and order management workflow using Oracle® CRM On Demand web services in conjunction with additional components developed in Java / J2EE technology • Seamlessly uses data objects connected to a quote – add products, price lines, contacts, terms & conditions and signatures, BENEFITS • Boost customer satisfaction with time to respond and global consistency Increased productivity with automated and streamlined multilevel approvals • Minimized lost opportunities with time to respond to quotes or revised • quotes & contracts • Maximized margins with contract negotiation, timely renewals and leveraging contract history Industry Healthcare Industrial Manufacturing Wholesale Distribution Products & Services Oracle® CRM On Demand CRM++ Quote Management Implementation Partner CRMIT Solutions www.crmit.com
  • CRM++ Quote Management © 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 Solutions Configure Price Quote Marketing Cloud Sales Cloud Service Cloud Social Cloud
  • CRM++ Quote Management © 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++ Quote Management © 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++ Quote Management © Copyright 2014 CRMIT. All rights reserved. www.crmit.com Thank you sales@crmit.com