1. Vivek Pai
VP of Business Development
www.crmzilla.com
Phone: 1-800-CRM-8937 / 1-800-276-8937, X707
Email: info@crmzilla.com
Palm Beach, Florida, 33436, United States
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2. We empower Salesforce customers to make the best of their CRM investment.
Getting the most out of your Salesforce investment depends on:
• Your post project management and administration
• 100% user adoption
• Keeping pace with Salesforce releases
Our model and flexible pricing offers expert services which help our clients:
• Unlock the full potential of their Salesforce CRM and platform capabilities
• Keep pace with Salesforce technology advancements while focusing on their
primary business objectives
What we do?
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3. With CRMZilla, you are not just buying services—you are starting a partnership.
Our Core Services include:
Salesforce Administration: configuration updates, data import, security and access
administration
Release Readiness: for new features, impact analysis on existing customizations, risk
mitigation
Customer Success Manager: your dedicated CRM advisor and primary point of contact
The Zilla Desk: our certified Salesforce administrators ensure 24/7 service
Customer Success Portal: create support cases, track status, and view service reports
Access: to a vast pool of technical and functional consultants
Why us? – Core Services
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4. Our Outcomes based Value Services take your CRM investment to the next level!
• Chatter Adoption
• Mobile Apps
• Service Cloud Console design
• Sales Cloud Console design
• Communities
And much more!….for the complete CRM solution
Why us? – Value Services
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5. In the competitive travel industry, client engagement is key to customer
loyalty.
Our client - a 40 agent travel agency looks to maintain an ongoing
relationship with customers
Solution
• Enabled lead generation and customer engagement through key channels
of engagement - online, mobile and social
• Salesforce Communities product and platform capabilities such as Lead,
Campaign, and Case Management were utilized
• Marketing integration with Salesforce Content Repository helped achieve
automation
Result
• Improved Customer Loyalty, measured by NPS increase from 6 to 9
• Improved referral business
• Enhanced customer experience through system automation, CSAT score
of 8.5 out of 10
• 20% growth in sales within a year of rollout
Our Sample
Engagements
&
Customer
Success
– Travel Agency
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6. Our Pharma client with Veeva CRM upgraded to next generation capabilities
Solution
• Multichannel solution customized to industry specific regulations
• Supported multiple teams working with varied customers including hospitals,
pharmacies, government organizations, physicians, and key opinion leaders
• Brought together domain expertise and Salesforce1 platform expertise
Result
• Transformative mobile CRM solution for Field Sales Reps with offline capability
• 20% reduction in number of clicks and seamless collaboration between teams
Customer Success – Life Sciences
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7. Our client - an online law school with ~300 students
Goals: Student and faculty relationship management, access of data, culture of
collaboration
Solution
• Leveraged Salesforce Chatter combined with Mobile
• A Salesforce connected campus industry blueprint was used to build an end-to-end solution
• Deployed Communities designed around 3 areas - Recruiting, Student Success, and Advancement
Result
• Communities helps students get crowdsourced answers from people they might not expect –
answers that become a resource as others view it
• Chatter is also used to brainstorm ideas, share files, share articles, videos, links, sites and manage
projects together
• Self-service through Communities resulted in 27% reduction in student service cases.
• Improved Business Capability, Value - mobile, chatter usage by 100% of the students, emails
reductions by 60%
• Improved Student, Faculty engagement - 70% of the students collaborating on daily basis
Customer Success - Education
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8. Our client, a manufacturing firm with operations in >10 countries had a
long-lasting service processes.
• Maintenance journals were needed in digital format.
• Service staff needed to access information easily
• Transactions covered by their SLAs) had to be processed transparently
Solution
• Implemented Salesforce Service Cloud Console with Entitlements, Knowledge, and Case
Collaboration capabilities
• CTI AppX App evaluation and integration for inbound call handling
• Case assignment through smart routing based on case type, SLA, product category
• Optimized multi-tab interface providing 360 degree view of the customer empowering case reps
achieve quick case resolution
• Service process customized for the long cycle from case creation to resolution bringing in a high
level of transparency
Result
• Improved Case Management and Data Management resulted in attaining response time of 1 hour
or less and 20% reduction in time to resolution
• Increased visibility in service process and operational metrics
• One system to manage suppliers and client base from around the world
• Improved capabilities allowing quick access to relevant documents like maintenance journals,
shipping information, entitlement contracts
Customer Success - Manufacturing
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9. Our client, a private investment advisor with 20B Assets under
management, dedicated to alternative investing required:
• Their Investment Advisors to consolidate all their qualitative and quantitative data into a centralized database
• Fund metrics such as IRR, Track balances at both individual and fund level analyzed
• Investor relations, keeping track of interactions related to every client, creating personalized statements
Solution
• Migrated this customer from their legacy CRM to Salesforce to be able to take advantage of social, mobile and
cloud technologies
• Worked as trusted advisors during initial product evaluation, implementation strategy, integration and data
architecture
• Solutions developed to bring market research, customer research and funds data into Salesforce through
integration with other systems
Result
• Insights delivered through Report and Dashboards built on top of this centralized system put investment
advisors in charge of their customer data.
• Enabled investment advisors to manage their book of business, keep track of customer interactions, conduct
market and customer research from one single place
• Fuel research with automatic database feeds from data providers, Tag and share key documents linked directly
to organizations or funds
Customer Success - Finance
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10. Pricing
Plan Zilla Plan-S1 Zilla Plan-S2 Zilla Plan-M1 Zilla Plan-M2
Suggested for
businesses with
• Salesforce spend of
$10,000 to $50,000 per
year OR
• upto 30 standard users
• Salesforce spend of
$50,000 to $100,000 per
year OR
• 30 to 75 standard users
• Salesforce spend of $100,000 to
$200,000 per year OR
• 75 to 125 standard users
• Salesforce spend of above
$200,000 per year OR
• > 125 standard users
Support Hours 10 hours per month 20 hours per month 40 hours per month 80 hours per month
Price
$500 per month
or $6,000 per year plus tax
$950 per month
or $11,400 per year plus tax
$1750 per month
or $21,000 per year plus tax
$3200 per month
or $38,400 per year plus tax
∙ Hours can be rolled over till the end of contract period
∙ Unused Hours can be redeemed for Value Package if applicable
∙ Most of our customers fully utilize the monthly hours as our core services are designed for continuous service and consultation
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