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CRM++ Email Workbench
Support for
CRM++ Email Workbench
© Copyright 2013 CRMIT. All rights reserved.
www.crmit.com
Who are we
• Pioneers in SaaS based Customer Experience (CX) solutions and
early adopters of Oracle Cloud
• 800+ man years of deployment, implementation & migration
expertise
• 200+ certified CRM consultants
• 175+ successful CRM / CX deployments including custom
development and integration
• 100+ CRM training engagements globally
• 20+ countries with on site support presence
• CRM++ applications for accelerated
deployments (3000+ user base)
CRM++ Email Workbench
© Copyright 2013 CRMIT. All rights reserved.
www.crmit.com
Oracle® Fusion CRM
Email Workbench
Oracle® Fusion CRM’s Sales & Marketing
Service Requests
Integrated BI, Social and Extensibility
The New Standard for Customer Relationship Management
CRM++ Service Management
CRM++ Email Workbench
© Copyright 2013 CRMIT. All rights reserved.
www.crmit.com
• Seamless automation of service requests and
one-stop email communication
• Organize all customer information and emails
within your 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 your
CRM data for 360° view of interactions with
customers always at hand.
Benefits
users in sales, marketing, service &
support organizations
3000+
Support for
CRM++ Email Workbench
© Copyright 2013 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)
Features
users in sales, marketing, service &
support organizations
3000+
Support for
CRM++ Email Workbench
© Copyright 2013 CRMIT. All rights reserved.
www.crmit.com
Email Workbench: Preview
3000+ users in sales, marketing,
service & support organizations
Support for
CRM++ Email Workbench
© Copyright 2013 CRMIT. All rights reserved.
www.crmit.com
CRM ++ Applications
Oracle ® Fusion CRM
Framework
Email
Workbench
Social CRM
Computer
Telephony
Integration
Self
Service
Portal
Mobile
CRM
Enabling rapid deployment and enhanced customer experience
3000+ users in sales,
marketing, service &
support organizations
Oracle® Cloud Private Cloud @Customer
CRM++ Email Workbench
© Copyright 2013 CRMIT. All rights reserved.
www.crmit.com
Reach us
Americas
1525 McCarthy Blvd
Suite 1000
Milpitas, CA 95035
EMEA
9 Devonshire Square,
London EC2M 4YF
UK
Oceania
Suite 19, 103 George Street
Parramatta
NSW 2150
Japan
C/O. Kitatec K K
2-21-7-703 Kiba, Koto-
Ku, Tokyo 135-0042,
Japan
Malaysia
C-1-15, SME Technopreneur Centre
2
2260 Jalan Usahawan 1, 63000
Cyberjaya, Selangor Darul Ehsan,
Malaysia
+60 123 19 55 03
+81 3 5809 8444
+1 972 215 0547 + 44 203 586 1248 +61 2 9186 2550
Rest of Asia
# 14, CRMIT Towers,
BTM Layout 1st Stage,
100 Ft Ring Road
Bangalore 560068 India
+91 (80) 4292 5555
CRM++ Email Workbench
© Copyright 2013 CRMIT. All rights reserved.
www.crmit.com
Thank you
sales@crmit.com

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Email Integration for Oracle Fusion CRM and CRM On Demand

  • 2. CRM++ Email Workbench © Copyright 2013 CRMIT. All rights reserved. www.crmit.com Who are we • Pioneers in SaaS based Customer Experience (CX) solutions and early adopters of Oracle Cloud • 800+ man years of deployment, implementation & migration expertise • 200+ certified CRM consultants • 175+ successful CRM / CX deployments including custom development and integration • 100+ CRM training engagements globally • 20+ countries with on site support presence • CRM++ applications for accelerated deployments (3000+ user base)
  • 3. CRM++ Email Workbench © Copyright 2013 CRMIT. All rights reserved. www.crmit.com Oracle® Fusion CRM Email Workbench Oracle® Fusion CRM’s Sales & Marketing Service Requests Integrated BI, Social and Extensibility The New Standard for Customer Relationship Management CRM++ Service Management
  • 4. CRM++ Email Workbench © Copyright 2013 CRMIT. All rights reserved. www.crmit.com • Seamless automation of service requests and one-stop email communication • Organize all customer information and emails within your 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 your CRM data for 360° view of interactions with customers always at hand. Benefits users in sales, marketing, service & support organizations 3000+ Support for
  • 5. CRM++ Email Workbench © Copyright 2013 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) Features users in sales, marketing, service & support organizations 3000+ Support for
  • 6. CRM++ Email Workbench © Copyright 2013 CRMIT. All rights reserved. www.crmit.com Email Workbench: Preview 3000+ users in sales, marketing, service & support organizations Support for
  • 7. CRM++ Email Workbench © Copyright 2013 CRMIT. All rights reserved. www.crmit.com CRM ++ Applications Oracle ® Fusion CRM Framework Email Workbench Social CRM Computer Telephony Integration Self Service Portal Mobile CRM Enabling rapid deployment and enhanced customer experience 3000+ users in sales, marketing, service & support organizations Oracle® Cloud Private Cloud @Customer
  • 8. CRM++ Email Workbench © Copyright 2013 CRMIT. All rights reserved. www.crmit.com Reach us Americas 1525 McCarthy Blvd Suite 1000 Milpitas, CA 95035 EMEA 9 Devonshire Square, London EC2M 4YF UK Oceania Suite 19, 103 George Street Parramatta NSW 2150 Japan C/O. Kitatec K K 2-21-7-703 Kiba, Koto- Ku, Tokyo 135-0042, Japan Malaysia C-1-15, SME Technopreneur Centre 2 2260 Jalan Usahawan 1, 63000 Cyberjaya, Selangor Darul Ehsan, Malaysia +60 123 19 55 03 +81 3 5809 8444 +1 972 215 0547 + 44 203 586 1248 +61 2 9186 2550 Rest of Asia # 14, CRMIT Towers, BTM Layout 1st Stage, 100 Ft Ring Road Bangalore 560068 India +91 (80) 4292 5555
  • 9. CRM++ Email Workbench © Copyright 2013 CRMIT. All rights reserved. www.crmit.com Thank you sales@crmit.com

Editor's Notes

  • #2: version 1.12.10.19
  • #3: Project lead – 60% Secondary – 20% CRM++ - 20% CRM++ Applications for accelerated deployments and enhanced Customer Experience Largest Cloud based CRM – deployed 20K+ users – Standard Chartered Bank
  • #8: CRM++ Applications for rapid deployment and enhanced customer experience 3000+ users in sales, marketing, service and support organizations
  • #10: 9