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CRMIT adoption++
- 1. A Managed Service for Salesforce Productivity www.crmit.com ++ adoption Leaders in digitally transforming businesses with Customer 360° ++ initiatives including field service management and cognitive intelligence to enable Customer Success
- 2. Domain led delivery & outcome based approach with strong Go-Live support 3 • FieldForcePro (Field Service Management) • FieldSalesPro (Field Sales Acceleration) • SigmaERP 185+ 16+ Fortune 500 25+ Manufacturing 20+ BFSI 15+ Public sector Customers Accreditations Innovations CSAT About CRMIT AppExchange Mobile Apps 100+ Community Cloud Service Cloud Sales Cloud Analytics Cloud 5 9.71/ programs 10 Marketing Cloud (ERP & Inventory Management) Modern Service Cloud Omni channel solutions Predictive Intelligence Field Mobility Advanced Analytics Enterprise Innovation Lab
- 3. Customer 360++ The last mile adoption to addiction Role-based C360° plans Incubating Ideations (EIL) Managed Services Predictive & Prescriptive Analytics Field Automation (Sales) Field Automation (Service) Cognitive Email Workbench Enterprise Resource Planning (ERP) Legacy to Modern Transitions 3lassic to Lightning Migrations 3 ashboard centric transformations UI / UX driven adoptions Mobility led adoptions www.crmit.com Legacy to Modern Transitions Classic to Lightning Migrations Dashboard centric transformations UI / UX driven adoptions Mobility led adoptions
- 4. www.crmit.com A Managed Service for Salesforce Productivity Offer Salesforce Customers a Managed Services offering, aimed at continuously improving Salesforce Adoption. The offering will complement Success Plans from Salesforce, providing customer with a tailored mix of Support and Consulting Services to maintain and constantly improve their Salesforce implementation , ensuring that they make the most of their investments in Salesforce. Appointed Contacts will work with Customer Contacts and if needed, with Salesforce appointed contacts on contracted success plans to execute changes.
- 5. www.crmit.com Break-fix / BAU / Tactical Complex / High-Value / Strategic •Trusted Advisor •Strategic Consulting & Innovation • Extended Support •Custom Development •System Integrations •Monitoring, Benchmarking & Consumptions • Tailored Training 24x7 Global Support Case Escalation Success Management Vendor Governance Product Roadmap / R&D 1:1 Expert Accelerators Code Review / Troubleshooting Admin Assist Tasks A Managed Service for Salesforce Productivity Salesforce Premier + CRMIT adoption++ Complimenting Premier+ Support Overview
- 6. www.crmit.com Complex / High-Value Services Strategic / Value add Services Doing more “with” the BAU…. Doing more “than” the BAU…. Customer CRMIT A Managed Service for Salesforce Productivity Complementinf SF Success Plans •Administrative Assistance •Developer Support •Proactive Monitoring •Consulting •Data Services •Migration Services Joint Customer Success team *CRMIT can act the spoc and co-ordinate with Salesforce Support teams as needed on customer behalf. *Customer retains the freedeom to speak to Salesforce directly *Salesforce and CRMIT Cusomer success teams are in sync Overview contd.
- 7. www.crmit.com Details A Managed Service for Salesforce Productivity Enhanced Levels of BAU Support Tailored Value Added Services Developer Support •Limitless Code Debugging •Integrations Support •New Custom Development Administrative Assistance •Support on all Administrative Assist Tasks Pro-active Monitoring •Instance Health Checks against best practices • Release Upgrades - 3 times a year Consulting Services • Bring in thought leadership to constantly align with ever improving industry-specific CX standards Data Services •Extract, Cleanse, Merge, Enrich •Customer Data Master build/improve Migration Services •Classic to Lightning Migration
- 8. www.crmit.com A Managed Service for Salesforce Productivity 1. Clouds 2. Specialties 3. Platform ✔ ✔ ✔ ✔ ✔ Sales Service Marketing Community Einstein Analytics ✔ ✔ ✔ Field Service Lightning Financial Services Cloud Configure, Price, Quote ✔ ✔ ✔ ✔ ✔ Salesforce Platform Lightning Einstein Heroku Mule Anypoint Coverage
- 9. Signup Enhancement Enquiry Enhancement Global Product Pricing Community portal fixes & enhancements Global Support www.crmit.com Sales process automation & Quote Management Mould Management Sales process enhancement & Mould Management Capex Budgeting & Global Mould Search Community Portal Implementation Managed Services - Retail Managed Services - Retail World-class manufacturer of wooden and plastic hangers, accessories, garment covers, gift packaging bags and presentation boxes. Feb 2017 onwards Jun 2016 Jun 2014 Aug 2012 Jun 2009 Jun 2010
- 10. www.crmit.com Qlik Dashboards Managed Services - Manufacturing 4 Years and 52,000 Man hours | across Atlanta, London, Sydney, Singapore & Bangalore Americas CRM Mobile CRM APAC CRM Qlik CRM Analytics EMEA CRM Quote Management Advanced Visualization Offshore Mar 2014 onsite Offshore Feb 2015 onsite Offshore Feb 2015 onsite Offshore July 2016 onsite Offshore Jan 2017 onsite Offshore Jun 2017 onsite Offshore Jun 2017 onsite Offshore Jan 2018 onsite Continuous Development and Support
- 11. www.crmit.com A Global Healthcare Insurance Provider Maintain accurate & integrated 360° view - Customer Data Master with Salesforce Improve User Adoption with Lightning Experience Migration and tailored Lightning Components Improve field productivity and real time visibility of data with better Mobile Adoption using Lightning Customer shout-out metrics and dashboard – integrated sales & service Clean Complete Data and Artificial intelligence facilitate business insights and recommendations.