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CRM++ Email Integration for Oracle Cloud Solutions

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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 Integration for Oracle Cloud Solutions

  1. 1. CRM++ Email Workbench v1.4 users in sales, marketing, service & support organizations 3500+ 38% increase in customer responses 4x shorter sales cycle Keep customers’ emails inside your CRM system
  2. 2. 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 • Multiple file attachments • Effective template management CRM++ Email Workbench Benefits Support for
  3. 3. 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) • Upgraded TinyMCE Editor including image and table embedding features CRM++ Email Workbench Features Support for
  4. 4. CRM++ Email Workbench © Copyright 2014 CRMIT. All rights reserved. www.crmit.com CRM++ Email Workbench Preview View email console
  5. 5. CRM++ Email Workbench © Copyright 2014 CRMIT. All rights reserved. www.crmit.com CRM++ Email Workbench Preview Reply by template console
  6. 6. CRM++ Email Workbench © Copyright 2014 CRMIT. All rights reserved. www.crmit.com CRM++ Email Workbench Preview Reply email console
  7. 7. CRM++ Email Workbench © Copyright 2014 CRMIT. All rights reserved. www.crmit.com CRM++ Email Workbench Preview Improved Template Management Templates can attach files, images or documents and record them.
  8. 8. CRM++ Email Workbench © Copyright 2014 CRMIT. All rights reserved. www.crmit.com CRM ++ Applications Oracle ® CRM On Demand / Oracle ® Sales Cloud Framework Quote Management 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
  9. 9. CRM++ Email Workbench © Copyright 2014 CRMIT. All rights reserved. www.crmit.com Case Study Invacare enables Email Integration for Oracle® 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
  10. 10. 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
  11. 11. 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 Solutions Configure Price Quote Marketing Cloud Sales Cloud Service Cloud Social Cloud
  12. 12. 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
  13. 13. 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
  14. 14. CRM++ Email Workbench © Copyright 2014 CRMIT. All rights reserved. www.crmit.com Thank you sales@crmit.com

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