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. The CRM++ Email Workbench also eliminates the switching between email programs and CRM modules, which always has been a challenge. The seamless automation of service requests and one-stop email communication aids better visibility and accessibility to all customer information and emails within the system.

1. CRM++ Email Workbench v1.4
users in sales, marketing,
service & support organizations
3500+
38%
increase in
customer
responses
4x
shorter
sales cycle
Keep customers’ emails inside your
CRM system

2. CRM++ Email Workbench
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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 Workbench
Benefits
Support for

3. CRM++ Email Workbench
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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 Workbench
Features
Support for

4. CRM++ Email Workbench
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CRM++ Email Workbench Preview
View email console

5. CRM++ Email Workbench
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CRM++ Email Workbench Preview
Reply by template console

6. CRM++ Email Workbench
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CRM++ Email Workbench Preview
Reply email console

7. CRM++ Email Workbench
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CRM++ Email Workbench Preview
Improved Template Management
Templates
can attach
files,
images or
documents
and record
them.

8. CRM++ Email Workbench
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CRM ++ Applications
Oracle ® CRM On Demand / Oracle ® Sales Cloud
Framework
Quote
Management
Social CRM
Computer
Telephony
Integration
Self Service
Portal
Mobile
CRM
Enabling rapid deployment and enhanced customer experience
3500+ users in sales, marketing,
service & support organizations
Oracle® Cloud Private Cloud @Customer

9. CRM++ Email Workbench
© Copyright 2014 CRMIT. All rights reserved.
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Case Study
Invacare enables Email Integration for Oracle® CRM On Demand to
enhance Customer Experience
COMPANY OVERVIEW
Invacare 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
Industry
Healthcare, Manufacturing,
Retail, Distribution
Products & Services
Oracle® CRM On Demand
CRM++ Email Workbench
Implementation Partner
CRMIT Solutions
www.crmit.com

10. CRM++ Email Workbench
© Copyright 2014 CRMIT. All rights reserved.
www.crmit.com
Case Study
Canada's largest airline improves customer satisfaction with email
integration with Oracle® CRM On Demand
COMPANY OVERVIEW
One 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
Industry
Travel &Transportation
Products & Services
Oracle® CRM On Demand
CRM++ Email Workbench
Implementation Partner
CRMIT Solutions
www.crmit.com

11. CRM++ Email Workbench
© Copyright 2014 CRMIT. All rights reserved.
www.crmit.com
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 years
Cloud
CRM
1000+ man-years of
deployment
CX Enablement's
Self Service
Platform
Social
Channels
Email
Integration
Telephony
Integration
Mobile
Integration
Education & Research
Financial Services
Oracle Validated Integration
Computer Telephony
Specializations
Largest Cloud
CRM Deployment
3 apps on Oracle
Market Place
Accreditations
Solutions
Configure
Price Quote
Marketing Cloud
Sales Cloud
Service Cloud
Social Cloud

12. CRM++ Email Workbench
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Industry Experience
Financial Services
Industrial
Manufacturing
Travel &
Transportation
Insurance
Education
& Research
Engineering &
Construction
Public Sector
HealthcareConsumer Goods
High Technology
Retail
Life Science

13. CRM++ Email Workbench
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www.crmit.com
+91 (80) 4292 5555
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14. CRM++ Email Workbench
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Thank you
sales@crmit.com