Generate 25% more conversions with Configure Price Quote Solutions CRM++ Quote Management is a SaaS based application that acts as a one stop shop to seamlessly generate a quote to any opportunity. It gives an organization the ability to quickly create Price Quotes and link those Quotes to Accounts, Contacts, or Opportunities. These Price Quotes are intended to allow sales representatives to easily and efficiently provide customers with Quick Quotes for pricing and availability

1. Quote Management
28%
shorter sales
cycle
52%
higher proposal
volume

2. CRM++ Quote Management
© Copyright 2014 CRMIT. All rights reserved.
www.crmit.com
Are you closing the sale quickly?
In an industry where speed and mobility are everything, there was no time for inefficient sales processes.
Whoever is fastest at closing the sale is the WINNER of the game!
However, a big bottleneck in getting that closed deal actually comes in at the “Quoting” stage.
The quote-to-contract process
itself is overwhelming
Deals take too long to quote
There’s growing complexity in
quoting
Quoting takes time away from
selling
So are you looking for a Solution?

3. CRM++ Quote Management
© Copyright 2014 CRMIT. All rights reserved.
www.crmit.com
Solution is Quote Management
• SaaS based application that acts as a one stop shop to
seamlessly generate a price quote to any opportunity
• Improve agility in responding to customers
• Automate pricing rules
• Organization wide uniformity in quoting process & document
generation
• Built-in workflows / price approval process
• Control over maverick discounting
• Offline access via variety of devices
• Pluggable to backend ERP systems
• Ready to use reports / dashboards to measure outcomes
• The only choice to intelligently price and quote new deals,
add-on sales and renewals inside Oracle CRM On Demand
& Oracle Sales Cloud.
Quote Simple. Quote Smart

4. CRM++ Quote Management
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• Ability to incorporate business processes as rules
that can be applied on contact data
• Seamlessly use data objects connected to a price
quote – add products, price lines, contacts, terms
& conditions, signature, etc.
• Supports SSO token authentication
• Supports Analytics and custom reporting
• Track price quotes based on the descending order
of the price quote modified date
users in sales, marketing, service &
support organizations4000+
Quote Management
Features

5. CRM++ Quote Management
© Copyright 2014 CRMIT. All rights reserved.
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• Automatic generation of fulfillment lines for contracts
• Quickly create, revise, download or email price quotes
and link those price quotes to accounts, contacts, or
opportunities – all in a single secured
Oracle CRM On Demand and Oracle Sales Cloud
• Save time & resources by copying the existing price
quote linked to an opportunity to replicate the same set
of information for a new quote.
• Maintain confidentiality by choosing which section(s) of
the price quote you want to download and print
Quote Management
users in sales, marketing, service &
support organizations4000+
Support for
Benefits

6. CRM++ Quote Management
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Create Quote weblink in Opportunity Page
Quote Management - Preview
Quote Page

7. CRM++ Quote Management
© Copyright 2014 CRMIT. All rights reserved.
www.crmit.com
Adding new products to Quote Email price quotes seamlessly from within the CRM
Quote Management - Preview

8. CRM++ Quote Management
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www.crmit.com
Exporting Quote as PDF View Quote weblink in Opportunity page
Quote Management - Preview

9. CRM++ Quote Management
© Copyright 2014 CRMIT. All rights reserved.
www.crmit.com
Case Study
Singapore’s leading IT solution provider steps up its sales with Quote
and Order Management solution
COMPANY OVERVIEW
The client is a Singapore based leading distributor of IT
security, application delivery network and video
communication solutions. The group aims to be a
preferred, best-of-breed security solutions provider for
integrated and intelligent end-to-end security management
of the internet, systems and applications infrastructure.
With the growing customer demands, the company needed
to increase its competitiveness, harmonize its international
sales structure, optimize cooperation between entities, and
strengthen its relations with future and existing customers.
CHALLENGES
• Organize and generate accurate yet complex quotes and orders within
the existing CRM environment
• Automate and streamline the already complex quote and order
management workflow
SOLUTION
• Integrate CRM++ Quote Management with existing CRM to leverage
Oracle CRM On Demand platform & features
• Customize the existing quote and order management workflow using
Oracle CRM On Demand web services in conjunction with additional
components developed in Java / J2EE technology
• Seamlessly uses data objects connected to a quote – add products,
price lines, contacts, terms & conditions and signatures,
BENEFITS
• Boost customer satisfaction with time to respond and global
consistency
• Increased productivity with automated and streamlined multilevel
approvals
• Minimized lost opportunities with time to respond to quotes or revised
quotes & contracts
• Maximized margins with contract negotiation, timely renewals and
leveraging contract history
Industry
High Technology
Products & Services
Oracle® CRM On Demand
CRM++ Quote Management
Implementation Partner
CRMIT Solutions
www.crmit.com

10. CRM++ Quote Management
© Copyright 2014 CRMIT. All rights reserved.
www.crmit.com
Case Study
Ambu delivers cohesive sales process with on Oracle Cloud CRM to
boost revenues
COMPANY OVERVIEW
Ambu A/S is a Danish company that develops produces,
and markets diagnostic and life-supporting equipment and
solutions to hospitals and rescue services. Millions of
patients and healthcare professionals worldwide depend on
the functionality and performance of their products. We are
dedicated to improve patient safety and determined to
advance single-use devices. With the growing customer
demands, the company needed to increase its
competitiveness, harmonize its international sales
structure, enable the decision making and strengthen its
relations with future and existing customers
CHALLENGES
• To automate and streamline the already complex quote and order
management workflow within the existing CRM environment
• Organize and generate accurate yet complex quotes and orders based on
sales reps and regions
• To get real time reporting of unified view of CRM intelligence from complex
quote management workflow
SOLUTION
• Integrate CRM++ Quote Management with existing CRM to leverage Oracle
CRM On Demand platform & features
• Users were able to create and manage customer orders, generate quotes
and proposals, throughout the lead management process
• Customize the existing quote and order management workflow using Oracle
CRM On Demand web services in conjunction with additional components
developed in Java / J2EE technology
• Seamlessly uses data objects connected to a quote – add products, price
lines, contacts, terms & conditions and signatures,
BENEFITS
• Boost customer satisfaction with time to respond and global consistency
Increased productivity with automated and streamlined multilevel approvals
• Minimized lost opportunities with time to respond to quotes or revised
• quotes & contracts
• Maximized margins with contract negotiation, timely renewals and
leveraging contract history
Industry
Healthcare
Industrial Manufacturing
Wholesale Distribution
Products & Services
Oracle® CRM On Demand
CRM++ Quote Management
Implementation Partner
CRMIT Solutions
www.crmit.com

11. CRM++ Quote Management
© Copyright 2014 CRMIT. All rights reserved.
www.crmit.com
Why chose CRMIT Solutions?
CX Fast Track Programs
GO LIVEin as early as 6 8 3 5WEEKS WEEKS WEEKS
Business
Social
Assurance
Program
Pre-built templates
Data Enrichment
Lead Scoring
Managed Campaigns
ICM + SPM
FieldSalesPro
Data Validation
Pre-built templates
Technology
Native & Custom
Integrations AppCloud
- CX Plug-ins on
Quote Management
Telephony integrations
- Customer Portal
Framework v3.x
Migrations
- Telephony Integration
+
+
WEEKS

12. CRM++ Quote Management
© Copyright 2014 CRMIT. All rights reserved.
www.crmit.com
Excel Customer Excellence
National
Award for
E-governance
2007-08
2012
Winner
2012200920082005 2014
. . . . .2011
Category :
• Best Customer Relationship
Management Program Award
• Best SaaS-Based Program
Award
Your Vision, Our Mission
……..11 years & counting…our Journey continues
2015

13. CRM++ Quote Management
© Copyright 2014 CRMIT. All rights reserved.
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Reach us
Americas
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Suite 1000,Milpitas, CA 95035
USA
3379 Peachtree Road NE,
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USA
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Australia
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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
+91 80 67237555

14. CRM++ Quote Management
© Copyright 2014 CRMIT. All rights reserved.
www.crmit.com
Thank you
sales@crmit.com