CRM++ Quote Management

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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++ Quote Management

    1. 1. Quote Management 28% shorter sales cycle 52% higher proposal volume
    2. 2. CRM++ Quote Management © Copyright 2014 CRMIT. All rights reserved. www.crmit.com Are you closing the sale quickly? In an industry where speed and mobility are everything, there was no time for inefficient sales processes. Whoever is fastest at closing the sale is the WINNER of the game! However, a big bottleneck in getting that closed deal actually comes in at the “Quoting” stage. The quote-to-contract process itself is overwhelming Deals take too long to quote There’s growing complexity in quoting Quoting takes time away from selling So are you looking for a Solution?
    3. 3. CRM++ Quote Management © Copyright 2014 CRMIT. All rights reserved. www.crmit.com Solution is Quote Management • SaaS based application that acts as a one stop shop to seamlessly generate a price quote to any opportunity • Improve agility in responding to customers • Automate pricing rules • Organization wide uniformity in quoting process & document generation • Built-in workflows / price approval process • Control over maverick discounting • Offline access via variety of devices • Pluggable to backend ERP systems • Ready to use reports / dashboards to measure outcomes • The only choice to intelligently price and quote new deals, add-on sales and renewals inside Oracle CRM On Demand & Oracle Sales Cloud. Quote Simple. Quote Smart
    4. 4. 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 organizations4000+ Quote Management Features
    5. 5. 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 and 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 Quote Management users in sales, marketing, service & support organizations4000+ Support for Benefits
    6. 6. CRM++ Quote Management © Copyright 2014 CRMIT. All rights reserved. www.crmit.com Create Quote weblink in Opportunity Page Quote Management - Preview Quote Page
    7. 7. CRM++ Quote Management © Copyright 2014 CRMIT. All rights reserved. www.crmit.com Adding new products to Quote Email price quotes seamlessly from within the CRM Quote Management - Preview
    8. 8. CRM++ Quote Management © Copyright 2014 CRMIT. All rights reserved. www.crmit.com Exporting Quote as PDF View Quote weblink in Opportunity page Quote Management - Preview
    9. 9. 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
    10. 10. 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
    11. 11. CRM++ Quote Management © Copyright 2014 CRMIT. All rights reserved. www.crmit.com Why chose CRMIT Solutions? CX Fast Track Programs GO LIVEin as early as 6 8 3 5WEEKS WEEKS WEEKS Business Social Assurance Program Pre-built templates Data Enrichment Lead Scoring Managed Campaigns ICM + SPM FieldSalesPro Data Validation Pre-built templates Technology Native & Custom Integrations AppCloud - CX Plug-ins on Quote Management Telephony integrations - Customer Portal Framework v3.x Migrations - Telephony Integration + + WEEKS
    12. 12. CRM++ Quote Management © Copyright 2014 CRMIT. All rights reserved. www.crmit.com Excel Customer Excellence National Award for E-governance 2007-08 2012 Winner 2012200920082005 2014 . . . . .2011 Category : • Best Customer Relationship Management Program Award • Best SaaS-Based Program Award Your Vision, Our Mission ……..11 years & counting…our Journey continues 2015
    13. 13. CRM++ Quote Management © Copyright 2014 CRMIT. All rights reserved. www.crmit.com Reach us Americas 1525 McCarthy Blvd Suite 1000,Milpitas, CA 95035 USA 3379 Peachtree Road NE, Suite 555, Atlanta, GA USA 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 (678) 447 1371 +1 (404) 736 2341 +61 2 9186 2550 Middle East Fortune Summit Business Park, Near Central Silk Board Junction, Plot No: 244, Hosur Main Road, Bangalore 560068. India Salahuddin Ayubi Road , Riyadh, Kingdom of Saudi Arabia EMEA Talbot House, 204-226, Imperial Drive, Rayners Lane, Harrow HA2 7HH London + 44 20 8872 4127 Rest of Asia Deployment base spread over 25+ countries +91 80 67237555
    14. 14. CRM++ Quote Management © Copyright 2014 CRMIT. All rights reserved. www.crmit.com Thank you sales@crmit.com

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