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

1. 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?

2. 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.

3. 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.

4. Corporate Presentation
© Copyright 2014 CRMIT. All rights reserved.
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

5. 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

6. Corporate Presentation
© Copyright 2014 CRMIT. All rights reserved.
www.crmit.com
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

7. Corporate Presentation
© Copyright 2014 CRMIT. All rights reserved.
www.crmit.com
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 Service
Platform
Social
Channels
Email
Integration
Telephony
Integration
Mobile
Integration
Authored Book on CRM On Demand
3 apps on ORCL Market Place
Configure
Price Quote
Marketing Cloud
Sales Cloud
Services Cloud
Social Cloud
Policy Automation
Oracle Sales Cloud
Oracle Service Cloud
Education & Research
Financial Services
Oracle Validated Integration
Computer Telephony
ISO 270001 REGISTERED

8. Corporate Presentation
© Copyright 2014 CRMIT. All rights reserved.
www.crmit.com
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 Integration
Service
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

9. Corporate Presentation
© Copyright 2014 CRMIT. All rights reserved.
www.crmit.com
CX Extensions
Cloud based Customer Experience (CX) Solutions
Framework
Email
Workbench
Social
CRM
Computer Telephony
Integration
Self Service
Portal
Mobile
CRM
Enabling rapid deployment and enhanced customer experience
4000+ users in sales, marketing,
service & support organizations
Cloud Private Cloud @Customer
Quote
Management

10. Corporate Presentation
© Copyright 2014 CRMIT. All rights reserved.
www.crmit.com
Partial list of customers
Industrial Mfg /
Oil & Gas
Financial Services
& Insurance
Life Sciences &
Healthcare
Telco / Media /
High Technology
Engineering/
Retail & FMCG
Travel &
Transportation
Education &
Public Sector

11. Corporate Presentation
© Copyright 2014 CRMIT. All rights reserved.
www.crmit.com
What do our customers say
Thanks for your super support and
very hard work. These were
executed professionally and I
think we got the balance right,
judging by the feedback and also
from my observations.
Saty Joshi,
Interactive Marketing & CRM Marketing Excellence
3M
…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 Lane
Vice President - Sales Reporting
United Health Group

12. Corporate Presentation
© Copyright 2014 CRMIT. All rights reserved.
www.crmit.com
Enabling Excellence
Best Customer Relationship
Management Program Award
Best SaaS-Based Program Award
National
Award
for
E-
governance
2007-08 2012 Winner
2014

13. Corporate Presentation
© Copyright 2014 CRMIT. All rights reserved.
www.crmit.com
Global Spread
Deployment base spread over 25+ countriesSales & Support
Offices

14. Corporate Presentation
© Copyright 2014 CRMIT. All rights reserved.
www.crmit.com
+91 (80) 4292 5555
Reach us
Americas
1525 McCarthy Blvd
Suite 1000,Milpitas, CA 95035
USA
3379 Peachtree Road NE
(Buckhead), Suite 555, Atlanta, GA
USA
Australia & N Zealand
Suite 19, 103 George Street
Parramatta, NSW 2150
Australia
Japan
2-21-7-703 Kiba,
Koto- Ku,
Tokyo 135-0042,
Japan
Malaysia
B-5-8 Plaza
Mont Kiara 50480
Kuala 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

15. Corporate Presentation
© Copyright 2014 CRMIT. All rights reserved.
www.crmit.com
Thank you
sales@crmit.com