CRM++ Report Scheduler for Oracle Cloud Solution

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CRM++ Report Scheduler provides a comprehensive solution to configure and schedule periodic reports to CRM and non-CRM users. Businesses use customer relationship management (CRM) systems to get a better understanding of who their customers are, what they are buying (and not) and how loyal they are. It is important that these reports, reach the right audience at the right time. The CRM++ Reports Scheduler enables daily, weekly, monthly or yearly reports to be delivered to the recipients as an email attachment (PDF, HTML and XLS formats). A built-in administration module provides the flexibility to manage Privilege to subscribe / unsubscribe users for the reports.

Technology Business

CRM++ Report Scheduler
28%
shorter sales
cycle
60%
reduction in
manual
intervention
users in sales, marketing,
service & support organizations3500+
Timely report delivery to the right
audience

CRM++ Report Scheduler
© Copyright 2014 CRMIT. All rights reserved.
www.crmit.com
• Enhance productivity & minimize manual intervention
• Distribute recurring & automated reports to all CRM
and non CRM contact on periodic basis
• Minimize efforts and avoid re-entering /reconfiguring
of reports
• Manage and control reporting consistency
users in sales, marketing, service &
support organizations3500+
CRM++ Report Scheduler
Benefits
Support for

CRM++ Report Scheduler
© Copyright 2014 CRMIT. All rights reserved.
www.crmit.com
• Manage report schedules during non peak times for
optimal server performance
• Schedule reports based on daily, weekly or monthly
recurrence in multiple formats (PDF, HTML and XLS)
• Subscribe / unsubscribe to reports
CRM++ Report Scheduler
Features
users in sales, marketing, service &
support organizations3500+
Support for

CRM++ Report Scheduler
© Copyright 2014 CRMIT. All rights reserved.
www.crmit.com
CRM++ Report Scheduler Preview
users in sales, marketing, service &
support organizations3500+

CRM++ Report Scheduler
© Copyright 2014 CRMIT. All rights reserved.
www.crmit.com
users in sales, marketing, service &
support organizations3500+
CRM++ Report Scheduler Preview

CRM++ Report Scheduler
© 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++ Report Scheduler
© 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++ Report Scheduler
© 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++ Report Scheduler
© 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++ Report Scheduler
© Copyright 2014 CRMIT. All rights reserved.
www.crmit.com
Thank you
sales@crmit.com

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CRM++ Report Scheduler for Oracle Cloud Solution

1. CRM++ Report Scheduler 28% shorter sales cycle 60% reduction in manual intervention users in sales, marketing, service & support organizations3500+ Timely report delivery to the right audience

2. CRM++ Report Scheduler © Copyright 2014 CRMIT. All rights reserved. www.crmit.com • Enhance productivity & minimize manual intervention • Distribute recurring & automated reports to all CRM and non CRM contact on periodic basis • Minimize efforts and avoid re-entering /reconfiguring of reports • Manage and control reporting consistency users in sales, marketing, service & support organizations3500+ CRM++ Report Scheduler Benefits Support for

3. CRM++ Report Scheduler © Copyright 2014 CRMIT. All rights reserved. www.crmit.com • Manage report schedules during non peak times for optimal server performance • Schedule reports based on daily, weekly or monthly recurrence in multiple formats (PDF, HTML and XLS) • Subscribe / unsubscribe to reports CRM++ Report Scheduler Features users in sales, marketing, service & support organizations3500+ Support for

6. CRM++ Report Scheduler © 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

7. CRM++ Report Scheduler © 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

8. CRM++ Report Scheduler © 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

9. CRM++ Report Scheduler © 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

Editor's Notes

version 1.12.10.19
CRM++ Applications for rapid deployment and enhanced customer experience3000+ users in sales, marketing, service and support organizations

CRM++ Report Scheduler for Oracle Cloud Solution

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