CRMIT Solutions | Global Salesforce Consulting Partners

Copyright © 2019 CRMITSolutions All rights reserved.www.crmit.com
Delivering Meaningful Customer Experience
CREATE A HOLISTIC VIEW OFYOUR

www.crmit.com Copyright © 2018 CRMITSolutions All rights reserved.
About CRMIT
4
Modern Service Cloud
Omni channel solutions
Predictive Intelligence
Field Mobility
Advanced Analytics
Enterprise Innovation Lab
Customers Accreditations AppExchange Innovations CSAT
165+
16+ Fortune 500
25+ Manufacturing
20+ BFSI
15+ Public sector
125+
Community Cloud
Service Cloud,
Sales Cloud,
Analytics Cloud
Marketing Cloud
3
• FieldForcePro
(Field Service Management)
• FieldSalesPro
(Field Sales Acceleration)
• SigmaERP
(ERP & Inventory Management)
9.71/10
Domain led delivery &
outcome based approach
with strong Go-Live
support programs
Mobile Apps
Supporting 250K+ users in 29 Countries | 7 International offices | 200+ CRM Specialists

15 years Cloud CRM CX Enablement's
Self Service
Platform
Social
Channels
Email
Integration
Telephony
Integration
Mobile
Integration
Configure
Price Quote
30+ Solutions
Marketing Cloud
Sales Cloud
Services Cloud
Mobility
Visualization
Analytics
Industries
Education & Research
Financial Services
Manufacturing
Life Science
Healthcare
Insurance
Travel
End to end expertise
on Customer
Experience solutions.
Participate in
evangelization,
roadmaps, product
feedback, issues
identification &
Integration
specialization.
ISO 270001 REGISTERED
www.crmit.com
PREFERRED Customer Success Partner
500+ Successful
CX Deployments
300,000+ users
250+ Engagements
28+ countries
24,000+ hrs training
4000+ app users
1000+ man-years of
deployment
Why customers choose CRMIT
Copyright © 2019 CRMITSolutions All rights reserved.

Rapid Start Programs
Salesforce Classic to Lightning
Lightning Assessment
Lightning Migration
Lightning Roll out model
Customization
GO LIVE Services Professional
Services
Products
Sales AccelerationApp
Quote & Closure
E-signatures
Over 50+
Salesforce
consultants,
developers and
administrators
Advisory Services
Visualforce/Lightning
development
Communities/Sites development
Service Cloud implementation
Salesforce1 (mobile)
development
Integration with externalAPIs
Experience in cloud CRM consulting and implementing 500 + projects including many of Fortune 500
24x7 global support
Visualization
Scheduled health checks
Global Support
Services
Salesforce Offering

Salesforce Expertise - Technology
• Functionality mapping & gap analysis
• Data migration, management,
governance
• Configuration, customization, profile
setup
• Building of standard reports & charts
• Ongoing support and maintenance
• Portal development
• Applying sharing rules & policies
• Workflows and approvals development

Mobility|Visualization|Analytics
Sales Force Automation
Field Sales Automation
Price Quote
e-signed Contracts
Incentive Compensation
SalesEmail / Telephony / Social
Self Service Portal
Policy Automation
Customer 360°
Service
CustomerData
Utilization
Marketing
Automation
Actionable Insights
Take Actions
Meet More, Sell More
Delight Customers
Attain & Retain
CREATE A HOLISTIC VIEW OFYOUR
www.crmit.com
Fast Track Go LIVE Solutions

•Includespost implementation support & annual CRM/ CXHealth Check
•Email support for S1& S2supportrequests
•Periodic documented feedback / assessment on user adoption rates,
technical configurations, integration andupgrades
•Accessto online support tools, SPOC,CX/ domain experts and key Saleforce
product & engineeringteams.
•Flexible support plans to suit onsite, offshore and multi-shore delivery model
•Discounts to trainingprograms
•Extendedconfiguration, customization and report generation support from
an integrated R&Dand validation services team with expertise including,
J2EE,.NET,PHP,Apex Code,Visualforce
asapAnnual Support & AdvocacyProgram
Global Support Services
Annual Support & AdvocacyProgram

SUPPORTEDCLOUD
CRMIT’s ASAP Support program includes support for the followingclouds:

SUPPORT COVERAGE (1 of2)
www.crmit.com
Support activities on the above clouds can include the following, as applicable:
1. Configuration - Issue fixes and incremental configuration changes/enhancements related to the above
Salesforce modules. This includes support for configuring Sales and Service Cloud Einstein, if needed.
2. Development -
• Troubleshooting existing extensions or building new extensions using native Salesforce
platform features ( Apex/VisualForce/Lightning/SF1 Mobile etc.)
• Integrations – Salesforce to Salesforce or with any third party systems
3. Data Management Services:
• Data Cleansing/De-duplication
• Periodic manual data import/export
• Sandbox refresh
• Data Purge or Archival

4. Business Intelligence - Issue fixes and configuring new report/dashboards as needed on the native BI
available with Sales, Service and Pardot Cloud or Analytics Cloud. Support on Analytics cloud will
include building custom data sets as needed.
5. On-demand periodic User adoption/Health check report using native features available in Salesforce
6. Training - End User training using ‘train the trainer model’ using lvc or equivalent
7. Lightning Migration Services – Migrating from Salesforce Classic interface to Lightning Experience
www.crmit.com
SUPPORT COVERAGE (2 of2)

Salesforce Classic Lightning Experience
FastTrackGoLIVE Solutions

Einstein
Lightning
force.com
Heroku
AppExchange
Sales Service Marketing AnalyticsCommunity Apps Commerce IoT
Predictive
Analytics
Machine&
Deep
Learning
Natural
Language
Processing &
Generation
ThunderMultitenant
Infrastructure
Development
Platform
AI Platform
Services
Applications
Email, Calendar
& Social Data
CRM Data
IoT Events
Data Services
Einstein Built into the CX Platform

www.crmit.com
Connected
Campaigns&
Journeys
Partner
Communities
Sales Analytics
Custom Sales Apps
& Ecosystem
Service History &
Cross-sell/Up-sell
Service
Cloud
Marketing
Cloud
Community Cloud
Analytics
Cloud
Commerce
Cloud
App Cloud
Sales
Cloud
Lead to Cash
Sales Cloud Einstein
Maximize sales with intelligence from lead to
cash
• Discover
Insights about every lead, opportunity, and
activity
• Predict
How you’ll hit your quota, every time
• Recommend
Next best steps to close deals faster
• Automate
Activity capture so you can spend more time
selling

Accelerate
Sales
Connect
Customers
Transformthe
Workplace

Manage your marketing services
What we offer
Get the right data to make the right
decisions by integrating even the
most complex data sources
Connect with your customers using
the best content, creative, UX,
website and mobile.
Avoid loosing sight on the insights & results
you're driving – and what's driving those
results.
1
2
3
Marketing
Services
Creative
Services &
Strategies
Deliverability
Services
Technology
Services
Reporting&
Analytics
Assessments

Lead Scoring
Discover the impact of quality
leads - automate nurturing
actions and capture buy
signals
Closed-loop-reporting
Discover the impact of quality
leads - automat nurturing
actions and capture buy
signals
Data Utilization
Ensure your right contacts
receive right information –
enrich the data - improve
response rates and Cost per
Lead (CPL)
Auto-pilot your lead generation process
Catchall Campaigns
Engage in single to multi
staged workflow campaigns –
enable Omni-channel
engagement all from one
single platform
Predictive
www.crmit.com
Intelligence

expertise
Customization
Services
Case Management
Support & Advocacy
Channel Enablement
Email, Live Chat, Web, Co-Browse, Social
Knowledge
Management
Customer PortalBusiness Intelligence
Policy Automation
Telephony
Skype
Field Service Mobility
Document Management
Systems
Guided Resolution
Smart Assistant
SMS Payment Gateway
Process Automation
Integration
Services

Lighting Service Setup
Case Management
3rd Party Data
Integration
Macros
SLAs & Entitlements
Knowledge
CTI Integration
Workflows &
Approvals
Custom
Reports
Omni-channel
Routing
Lightning Service Console
Omni-channel Supervisor
+31%
Faster Case
Resolution
www.crmit.com
Next-Gen Service with Service CloudLightning:

www.crmit.com Einstein Bots
Scale Support with AIfor Agents and Customers
How do you solve for efficiency AND deliver a memorable customer experience for EVERY customer?
Einstein Agent
• Deflect top requests
Qualify & resolve routine customer requestswith
Einstein Bots
• Accelerate case resolution
Automatically understand, predict fields, and triage
cases with EinsteinAgent
• Make self-service effortless
Put the right answers into your customers’ handsthe
first time with Einstein Answers for Customer
Communities
• Recommended Case Classification
• Einstein Supervisor
• Einstein Case Management
• Intelligent Mobile Service
• Predictive Close Time
• Recommended Responses

COMPANY OVERVIEW
The customer is one of the fastest growing real estate
companies in India, and develops a wide-range of
infrastructure projects including residential & commercial
complexes. To cater to their changing business and
customer requirements, the organization chose to migrate
to Salesforce as a centralized CRM system.
CHALLENGES
• Higher operational cost and maintenance involved in integrating 3
systems SAP, Oracle CRM On Demand and Local server to align key
business functions in support of sales
• Data redundancy and inconsistency because of multipleapplications
• Ability to send rich text emails
• Manual e-mail service & redundant data entry
BENEFITS
• Migration of 10,00,000+ Service Request records from Oracle CRMOn
Demand to Salesforce CRM over a period of 15 days
• Migration of 200000+ activities from Oracle CRM On Demandto
Salesforce
• Email Work Bench solution helped to send rich text email's withInline
Imaging
• Data Validation ensured accurate and consistent data regardlessof
the data source
• Access to the entire historical data in one centralized CRMsystem
• Improved user adoption and increaseproductivity
Industry
Engineering and Construction
Real Estate
Products & Services
Salesforce.com
Implementation Partner
CRMIT Solutions
www.crmit.com
CASE STUDY
Global real estate developer migrates to Salesforce
Cloud CRMto triple customer acquisition &retentions

COMPANY OVERVIEW
The customer is one of the world's largest manufacturers
and distributor of garment hangers. Tocater to the
changing business and customer requirement, the
organization chose to migrate to Salesforce as a
centralized CRM system to support enhanced customer
experience.
CHALLENGES
BENEFITS
• Manual data entry, data redundancy and inconsistency due tomultiple
data sources
• Lack of adequate data security, resulting in data misuse anddata
pilferage
• Lack of web portal or knowledge base for customers to access/enquire
about products or orders online
• Tedious budget approval process
• Inadequate audit details, missing on audit preparation which might lead
to license cancellation
• Data validation ensured accurate and consistent data regardlessof
the data source. Lightning user experience on desktopand mobile.
• Custom visual force pages restricted copying, pasting, selection&
printing to maintain the confidentiality of theinformation
• Communities portal for customers, for unprecedented control over
purchase decisions, service request resolution & other valueadded
information. Seamless automation of customers’ service request
processing by strong integration with CRM approvalflow
• Customized audit tracking module ensured all the required information is
tracked and available on demand
Industry
Industrial Manufacturing
Products & Services
Force.com
CRMIT Solutions
www.crmit.com
CASE STUDY
Leading global manufacturer migrates to Salesforce
Cloud CRMto Support Enhanced CustomerExperience

COMPANY OVERVIEW
A leading health care insurance company in the United
States and a leader in healthcare servicesglobally
CHALLENGES
• De-centralized sales processes and system to manage larger/nationalized
accounts.
• Complex customer on-boarding experience including managing customer
contacts
• Membership activity management including deeper understanding to
customer pattern, decision process with analytics & reporting
• Provide mobility access to improve field productivity and customer
engagement
SOLUTION & BENEFITS
• Entire solution built and implemented on Salesforceplatform
• Provide mobile access via Salesforce1 for agents to capture all
membership details
• Automated process across the membership activity leveraging process
builder. Implemented the organization security model to comply with
regulatory requirements and access controls based on role & responsibilities
and hierarchies.
• Build tools and automated system to extract, cleanse and load data from
existing system to new system
• Build reports and dashboards for both operational and executivelevel
• Setting up the Pilot system for implementing Wave Analytics to improve
quality and insights on the current reportingsystem
Industry
Insurance / HealthCare
Products & Services
• Salesforce Sales Cloud
• Salesforce Service Cloud
• WaveAnalytics
CRMIT Solutions
www.crmit.com
CASE STUDY
Global healthcare insurance group boosts customer
experience with membership management andmobility

Thank you
marketing@crmit.com

CRMIT Solutions | Global Salesforce Consulting Partners

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