CRM Health Check Program
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55% of CRM initiatives fail to meet measurable business objectives 47% challenges are connected with how CRM is supported Maximize the benefits of your CRM systems with CRM Health Check Are you getting everything out of your CRM, today?
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CRM Health Check program provides a reasonable assessment of your CRM investment and plans. The CRM Health Check Report includes a set of practical & inexpensive recommendations to implement out-of-box features
Transcript of CRM Health Check Program
55% of CRM
initiatives fail to meet
measurable business
objectives
47%challenges
are connected with how CRM is supported
Maximize the benefits of your CRM systems with CRM Health Check
Are you getting everything out of your CRM, today?
Corporate Presentation
© Copyright 2014 CRMIT. All rights reserved.
www.crmit.com
Are you getting everything out of your CRM, today?
In today's uncertain economies, companies are facing challenges with the accelerated and ever changing customer demands. With these changes, it is vital that you maximize the capabilities of your current CRM business processes and applications to maximize your ROI.
However, 55% of the CRM initiatives fail to meet measurable business objectives.
So, if you think your CRM system is lagging your business, it’s the right time for a CRM Health Check.
Corporate Presentation
© Copyright 2014 CRMIT. All rights reserved.
www.crmit.com
Maximize the value of your CRM with Health Check Program
•CRMIT’s CRM Health Check is focused on helping you drive more value from your CRM investment by identifying factors which are limiting the success of your CRM system.
•A certified CRM consultant will work with your organization to analyze the different aspects of your CRM implementation, with a focus on related business processes.
•A CRM Health Check Report with a set of practical recommendations will be presented to help you optimize and derive higher ROI from your CRM investment.
Corporate Presentation
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www.crmit.com
CRM Health Check Features
Assess
Business Goals & Performance Targets
Configurations & Performance Bottlenecks
Reports &Dashboards
Recommend
User Adoption Training
Data Validation
Analytics & Dashboard
CRM Testing & Validation
Analyze
Existing business Process
Data Accuracy & Information Gaps
User Adoption
Corporate Presentation
© Copyright 2014 CRMIT. All rights reserved.
www.crmit.com
CRM Health Check Benefits
The Health Check serves to validate your alignment with the organizational business objectives and long-term strategic vision and ensures the CRM investment is being utilized to its full potential.
•Decrease Total Cost of Ownership (TCO) of CRM systems•Drive more - out of the information residing in your CRM systems to enable faster access and accurate decision making•Foster tighter collaboration among internal (departments) and external (partners and customers) stakeholders•Align, standardize or redesign the business processes to realize your business goals and enhance your operational efficiency
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CRM Health Check: CRM On Demand
•Adopt & implement out-of-box CRM On Demand features
(un- utilized yet relevant features)
•Fulfill planned yet unmet CRM requirements
•Solution to Release 26 limitations (if any)
•Inexpensive integration to peripheral systems
•List of 3rd party integration tools for business processes
•Minimize custom extensions using Web services
•Best practices to optimize configuration / WS
components
Corporate Presentation
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Why customers choose CRMIT
End to end expertise on Oracle Customer Experience solutions. Participate in evangelization, roadmaps, product feedback, issues identification & Integration specialization.
200,000+ users
250+ Engagements
25+ countries
4000+ app users
24,000+ hrs training
1000+ man-years of deployment
Self ServicePlatform
Social Channels
Email Integration
TelephonyIntegration
MobileIntegration
Authored Book on CRM On Demand3 apps on ORCL Market Place
Configure Price Quote
Marketing Cloud
Sales Cloud
Services Cloud
Social Cloud
Policy Automation
Oracle Sales CloudOracle Service CloudEducation & ResearchFinancial ServicesOracle Validated IntegrationComputer Telephony
ISO 270001 REGISTERED
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Our Cloud Offerings
Cloud based Customer Experience (CX) Solutions
Portfolio
`
RightNowRightNow Email Workbench
Email Workbench
Social CRMSocial CRM
Mobile CRMMobile CRM
CRM On DemandCRM On Demand
Sales & Marketing Services Applications
SSPSSP
Cloud IntegrationCloud IntegrationService Offerings
CX/CRM ConsultingCX/CRM Consulting
Health Check & Wellness Plans
Health Check & Wellness Plans
CTICTISales CloudSales Cloud
EloquaEloqua
SRMSRM
Managed MarketingManaged Marketing Data Management & Business AnalyticsData Management & Business Analytics
Independent Testing/ Validation
Independent Testing/ ValidationUser Adoption TrainingUser Adoption Training
CPQCPQ
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CX Extensions
Cloud based Customer Experience (CX) Solutions
Framework
Email Workbench
Social CRM
Computer TelephonyIntegration
Self ServicePortal
MobileCRM
Enabling rapid deployment and enhanced customer experience
4000+ users in sales, marketing, service & support organizations
Cloud Private Cloud @Customer
Quote Management
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Partial list of customersIndustrial Mfg / Oil & Gas
Financial Services & Insurance
Life Sciences & Healthcare
Telco / Media /High Technology
Engineering/ Retail & FMCG
Travel & Transportation
Education & Public Sector
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What do our customers say
Thanks for your super support and very hard work. These were executed professionally and Ithink we got the balance right, judging by the feedback and also from my observations. Saty Joshi, Interactive Marketing & CRM Marketing Excellence3M
…CRM IT has demonstrated the skills and abilities to met or exceed all of our business expectations…….
Throughout the process & requirements gathering workshops and the subsequent week of determining solutions, completing activities etc, they have both been very approachable. Their knowledge of CRMoD and their willingness to offer proactive, practical alternative solutions wherever possible has made it a pleasure to work with them.
David Atkinson, Functional Analyst, Suncorp Group Limited
James T LaneVice President - Sales Reporting
United Health Group
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Enabling Excellence
Best Customer Relationship Management Program Award
Best SaaS-Based Program Award
National Award
for E-
governance2007-08 2012 Winner
2014
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Global Spread
Deployment base spread over 25+ countriesSales & Support Offices
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www.crmit.com
+91 (80) 4292 5555
Reach usAmericas
1525 McCarthy BlvdSuite 1000,Milpitas, CA 95035USA
3379 Peachtree Road NE (Buckhead), Suite 555, Atlanta, GA USA
Australia & N Zealand
Suite 19, 103 George StreetParramatta, NSW 2150Australia
Japan
2-21-7-703 Kiba, Koto- Ku, Tokyo 135-0042, Japan
Malaysia
B-5-8 PlazaMont Kiara 50480Kuala Lumpur, Malaysia
+603 2726 2759+81 3 5809 8444
+1 (678) 447 1371 +1 (404) 736 2341 +61 2 9186 2550
Middle East
# 14, CRMIT Towers, BTM Layout 1st Stage, 100 Ft Ring Road, Bangalore 560068. India
Salahuddin Ayubi Road ,Riyadh,Kingdom of Saudi Arabia
EMEA
Talbot House, 204-226, Imperial Drive, Rayners Lane, Harrow HA2 7HH London
+ 44 20 8872 4127
Rest of Asia
Deployment base spread over 25+ countries
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Thank [email protected]
