CRM++ Email Integration for Oracle Cloud Solutions

CRM++ Email Workbench v1.4

users in sales, marketing, service & support organizations

3500+ 38%

increase in customer responses

4xshorter

sales cycle

Keep customers’ emails inside your

CRM system

CRM++ Email Workbench© Copyright 2014 CRMIT. All rights reserved.

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•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 WorkbenchBenefits

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•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 WorkbenchFeatures

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CRM++ Email Workbench PreviewView email console


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CRM++ Email Workbench PreviewReply by template console


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CRM++ Email Workbench PreviewReply email console


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CRM++ Email Workbench Preview Improved Template Management

Templates can attach files, images or documents and record them.


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CRM ++ Applications

Oracle ® CRM On Demand / Oracle ® Sales Cloud

Framework

Quote Management

Social CRMComputer TelephonyIntegration

Self ServicePortal

MobileCRM

Enabling rapid deployment and enhanced customer experience

3500+ users in sales, marketing, service & support organizations

Oracle® Cloud Private Cloud @Customer


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Case StudyInvacare enables Email Integration for Oracle® CRM On Demand to enhance Customer Experience

COMPANY OVERVIEWInvacare 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

IndustryHealthcare, Manufacturing, Retail, Distribution

Products & ServicesOracle® CRM On DemandCRM++ Email Workbench

Implementation PartnerCRMIT Solutionswww.crmit.com


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Case StudyCanada's largest airline improves customer satisfaction with email integration with Oracle® CRM On Demand

COMPANY OVERVIEWOne 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

IndustryTravel &Transportation

Products & ServicesOracle® CRM On DemandCRM++ Email Workbench

Implementation Partner

CRMIT Solutionswww.crmit.com


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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 yearsCloud CRM

1000+ man-years of deployment

CX Enablement's

Self ServicePlatform

Social Channels

Email Integration

TelephonyIntegration

MobileIntegration

Education & ResearchFinancial Services

Oracle Validated IntegrationComputer Telephony

SpecializationsLargest Cloud

CRM Deployment3 apps on Oracle

Market Place

Accreditations

Solutions

Configure Price Quote

Marketing Cloud

Sales Cloud

Service Cloud

Social Cloud


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Industry Experience

Financial Services

IndustrialManufacturing

Travel &Transportation

Insurance

Education & Research

Engineering &Construction

Public Sector

HealthcareConsumer Goods

High Technology

Retail

Life Science


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CRM++ Email Integration for Oracle Cloud Solutions

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