Email workbench
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CRM++ Email Workbench is a solution that integrates email functionality into an organization's CRM system. It allows users to manage, respond to, and distribute customer emails directly within the CRM without having to switch between applications. All email correspondence and updates are automatically shared with relevant team members. It provides a 360-degree view of customer interactions by linking email records to customer profiles in the CRM.
Email workbench
- 1. Email Workbench Keep customer email inside the CRM system 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. CRM++ Email Workbench leverages the extensibility of Oracle® Fusion CRM framework to provide the most complete solution for delivering world-class customer service. It helps customer centric organizations to link prospect and customers emails with the CRM data for a 360° view of the customer interaction. Email Workbench CRM++ Email Workbench is a fully featured self-service platform integrating into Oracle® Fusion CRM & CRM On Demand. Related Services Oracle® Fusion CRM • Implementation • Migration • Training • Customization • Data Management 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 Features • Comprehensive inbox view within CRM system • Compose & reply to email interactions from customers without toggling between email clients and the CRM system • 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)
- 2. Email Workbench About CRMIT Solutions CRMIT Solutions is a pioneer in delivering cloud based customer experience consulting and solutions with over 200+ certified CRM consultants and over 175+ successful SaaS based CRM deployments globally. CRMIT’s CRM++ applications include Email Workbench, SocialCRM++, mCRM (Mobile CRM), Computer Telephony Integration (CTI) and Self Service Portal for rapid implementation & jumpstart migration. Oracle® Fusion Customer Relationship Management (CRM) is a 100% open; standards-based set of integrated CRM modules that improves the way sales professionals work. Unlike traditional CRM systems that focus only on transaction processing, with collaboration, reporting, analysis, and exception management as an afterthought, Oracle® Fusion CRM is designed to deliver unprecedented business insight into sales performance management. CRM++ Email Workbench is a fully featured email integration platform for Oracle® Fusion CRM and Oracle® CRM On Demand. 1525 McCarthy Blvd, Suite 1000, Milpitas, CA 95035 Tel +1 972 215 0547 9 Devonshire Square, EC2M 4YF, London Tel : + 44 203 586 1248 Suite 19, 103 George Street, Parramatta, NSW 2150 Tel : +61 2 9186 2550 www.crmit.com C/O. Kitatec K K, 2-21-7-703 Kiba, Koto- Ku, Tokyo 135-0042 Tel : +81 3 5809 8444 C-1-15, SME, Technopreneur Centre 2, 2260 Jalan Usahawan 1, 63000 Cyberjaya, Selangor Darul Ehsan Tel : +60 123 19 55 03 # 14, CRMIT Towers, BTM Layout 1st Stage, 100 Ft Ring Road, Bangalore 560068 Tel : +91 (80) 4292 5555 © CRMIT Solutions. All rights reserved. All trademarks, trade names, service marks and logos referenced herein belong to their respective companies. This document is for your informational purpose only. CRMIT assumes no responsibility for the accuracy or completeness of the information. To the extent permitted by applicable law, CRMIT provides this document “as is” without warranty of any kind, including without limitation, any implied warranties of merchantability, fitness for a particular purpose of non-infringement. In no event will CRMIT be liable for any loss or damage, direct or indirect, from the use of this document, including without limitation, lost profits, business interruption, goodwill or lost data, even if CRMIT is expressly advised in advance of the possibility of damage.