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CRMIT Solutions is a leader in transforming businesses with cloud based Customer Experience (CX) solutions on sales, service, marketing & social cloud. Recognized amongst CIOReveiw’s "20 Most Promising Cloud Computing Companies”


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Incentive Compensation in Retail Industry

incentive_compensationThe retail landscape is increasingly dominated by stores. But the headlong rise of e-commerce has put extreme pressure on retailers to become more efficient, and to justify their bricks and mortar existence to customers. Retailers are recognizing that traditional retail needs to be retooled and their key differentiator could be that employee standing in the store.

Employee motivation is probably the most important single manageable factor for success and profitability of all the facets of store retailing. There are almost as many effective ways of motivating employees as there are ways of enticing customers into a store but money is generally the greatest motivator of all.

Retailers offer incentive compensation plans to promote employee motivation. These plans are tailored to the unique situation of each store.

Some of the factors used by retailers while building a compensation plan for a store are

  • Y-O-Y growth ($$$)
  • Y-O-Y growth percentage (%)
  • Achievement against target ($$$ – A grid of growth $ against various bonus %)
  • Achievement against target (% – A grid of growth % against various bonus %)
  • Inflation
  • Seasonality
  • Store factors (Age of the Store, Store Hierarchy, Geography)
  • Non comparability against last year performance (New Store, Store Expansion, Store Relocation, Cannibalization against new store)
  • Employee role, grade/band, salary etc.

While measuring achievement, Targets are usually the store turnover or the profitability or a combination of both. It is better if the plans are simple. However, simplicity itself cannot be given excessive consideration since it is necessary to cover every major measurable factor.

The master data required to build and roll up compensation plans is either defined at the Incentive compensation platform or flows to the platform from upstream systems along with achievement (turnover, profitability) details.

Master data is typically validated by financial controllers and relevant entities before getting fed for compensation consideration.

Incentive compensation platforms help in performing calculations using set of complex rules and the final rates and amounts are dispatched to payroll department for validation before they are broadcasted to the stores.

Store employees access these details through employee portals or other methods setup for them.

Compensation platform facilitates regular reviews of performance against compensation plans to stimulate store level efforts. Data is archived to facilitate audit.

The installation of an effective incentive plan is the foundation of a successful motivational compensation program. To optimize results retailers should regularly nourish and promote the program and a regular review would make sure it is still working to expectations.

About CRMIT Solutions:

CRMIT Solutions is a leader in transforming businesses with cloud based Customer Experience (CX) solutions on sales, service, marketing & social cloud.

oracle_specialized_sales_cloudCRMIT Solutions has achieved OPN Specialized status for Oracle Sales Cloud –Oracle Recognizes CRMIT Solutions for Expertise in Implementing Oracle Sales Cloud. CRMIT Solutions Offers A Host of Solutions on Oracle Sales Cloud, Including Consulting, Sales Planning, Social Sales, Customer Data Enrichment, Field Sales Automation, User Adoption, Training, Health Checks and Testing.

CRMIT Solutions deliver a Fixed Scope Implementation offering for Oracle Sales Cloud to fast track sales productivity. Fixed Scope Offering leverages Oracle best practices and agile approach for fast track implementation of Oracle Sales Cloud – Go Live in less than 4 weeks. It drives sales productivity through higher win rates, forecast accuracy, and lead conversion.

Inputs
C.A.Mohammed
Consulting – CX/CRM Industry Solutions
CRMIT Solutions

 


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Oracle Sales Cloud Partner Relationship Management (PRM) – Configuration considerations

Oracle Sales Cloud Partner Relationship Management (PRM)The Partner Relationship Management (PRM) component of Oracle Sales Cloud focuses on process automation between companies (brand owners) and channel partners. It allows companies to coordinate business planning activities, share information, conduct commerce across the channel. Processes, Objects and Roles are various setup considerations for Sales Cloud PRM. This article shall provide required inputs for a quick out of the box PRM implementation.

Processes:

Following are the processes supported by Sales Cloud PRM
1. Channel Type identification
2. Lead distribution to partners
3. Lead registration by partners
4. Lead > Opportunity > Quote
5. Account & Contact Management

Objects:

PRM uses the same business objects (e.g. Lead, Opportunity, Account, Contact) of CRM for channel sales along with Partner Accounts, Partner Contacts.

ObjectsTowards configuration of these objects, while ‘Application composure’ allows to configure additional fields, page layouts, business rules etc., the page composer tool under ‘Customize User Interface’ option allows configuring saved lists (criteria and columns).

OSC_Navigator Screen

OSC - HomeUnder Application Composer,
-> Partner configuration is handled under ‘Sales’ application area.
-> Partner Contact configuration is handled under ‘Common’ application area through the standard ‘Contact’ object.
-> Lead configuration is handled under ‘Marketing’ application area and called ‘Sales Lead’.
-> Opportunity configuration is handled under ‘Sales’ application area.
-> Account & Contact configuration is handled under ‘Common’ application area.

Roles:
From roles perspective, following are the roles provisioned out of the box

PRM RolesPRM’s role reporting hierarchy on both sides is

Brand Owner’s side:

Brand Owner's Side

Partner’s side:Partner's SideWhile setting up users it is better to define role provisioning rules. This would automatically assign all relevant Job roles based on the resource role selected for the user. OSC - Setup and Maintenance PageOSC - Manage Users

Data Security:

a) For Partner Account records,

1. On Brand Owner’s side:
Sales reps, Sales Managers could view all Partner Account records.
Channel Account Manager can View and Edit partner account records if
–they are on the partner account team
–they are a member/owner of a territory associated to partner account
Channel Sales Manager can View and Edit all partner account records.
Channel Operations Manager can View and Edit all partner account records.

2. On Partner’s side:
Partner Administrator can View and Edit the partner account records (s)he belongs to.
Other partner users would not be able to access partner account record.

b) For Lead records,

1. On Brand Owner’s side:
Channel Account Manager can View and Edit lead records if
–they are owner of lead, or they are on the lead team
–they are a member/owner of a territory associated to lead
Note: Channel Account Manager can update owner only if they own a lead
Channel Sales Manager can View lead records if a Channel Account Manager reporting to him/her owns a lead or in the lead team or lead is associated to a territory in his/her territory hierarchy.
Sales representatives and Sales managers’ access are controlled same as Channel Account Managers and Channel Sales Managers accesses respectively.

2. On Partner’s side:
Partner Sales Representative can View and Edit lead records if
–they are owner of a lead, or they are on the lead team
–they are a member/owner of a territory associated to lead
Partner Sales Manager can View Lead records if a Partner Sales Representative reporting to him/her owns a Lead or in the Lead team or Lead is associated to a territory in his/her territory hierarchy.
Partner Administrator can View and Edit all the leads under partner account records (s)he belongs to.

c) For Opportunity records,

1. On Brand Owner’s side:
Channel Account Manager can View and Edit opportunity records if
–they are a member of the account team of a partner organization on the opportunity
–they are owner of opportunity, or they are on the opportunity team
–they are a member/owner of a territory associated to opportunity
Channel Sales Manager can View opportunity records if a Channel Account Manager reporting to her owns opportunity or in the opportunity team or opportunity is associated to a territory in his/her territory hierarchy.
Sales representatives and Sales managers’ access are controlled same as Channel Account Managers and Channel Sales Managers accesses respectively.

2. On Partner’s side:
Partner Sales Representative can View and Edit opportunity records if
–they are owner of opportunity, or they are on the opportunity team
Partner Sales Manager can View opportunity records if a Partner Sales Representative reporting to her owns an opportunity or in the opportunity team or opportunity is associated to a territory in his/her territory hierarchy.
Partner Administrator can View and Edit all the opportunities under partner account records (s)he belongs to.

d) For Account records,

1. On Brand Owner’s side:
Channel Account Manager can View and Edit account records if
–they are on the account team
–they are a member/owner of a territory associated to account
Channel Sales Manager can View and Edit account records if Channel Account Manager reporting to him/her has access to account via team or via territory.

2. On Partner’s side:
Partner Sales Representative can View and Edit account records if
–they are on the account team
–they are a member/owner of a territory associated to account
Partner Sales Manager can View and Edit account records if Partner Sales Representative reporting to her has access to account via team or territory.

e) For Contact records,
Partner users can view and create contacts for accounts that they can view
Partner users with Edit or Full access on the account can edit or delete the account’s contacts
Partner users with Read, Edit or Full access on the account can view, edit or delete associated common component transactions which they participated. e.g. appointments and tasks partner users participated

Other PRM setup tasks could be performed through “Define Sales Partners” task under Setup and maintenance.

About CRMIT Solutions:

CRMIT Solutions is a leader in transforming businesses with cloud based Customer Experience (CX) solutions on sales, service, marketing & social cloud.

oracle_specialized_sales_cloudCRMIT Solutions has achieved OPN Specialized status for Oracle Sales Cloud –Oracle Recognizes CRMIT Solutions for Expertise in Implementing Oracle Sales Cloud. CRMIT Solutions Offers A Host of Solutions on Oracle Sales Cloud, Including Consulting, Sales Planning, Social Sales, Customer Data Enrichment, Field Sales Automation, User Adoption, Training, Health Checks and Testing.

CRMIT Solutions deliver a Fixed Scope Implementation offering for Oracle Sales Cloud to fast track sales productivity. Fixed Scope Offering leverages Oracle best practices and agile approach for fast track implementation of Oracle Sales Cloud – Go Live in less than 4 weeks. It drives sales productivity through higher win rates, forecast accuracy, and lead conversion.

Inputs
C.A.Mohammed
Consulting – CX/CRM Industry Solutions
CRMIT Solutions


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Telephony Integration  – A smarter way to make and receive calls inside Oracle CRM

CTI for Oracle CRMEnhance your customer interaction, service and satisfaction with CRM++ Computer Telephony Integration for Oracle CRM

Are you still manually dialing telephone numbers, looking up contacts and capturing telephone call information by hand? Moreover which sounds better? “Who is this?” or “Thank you for calling us Mark!” Clearly, the latter.

In business, every call you make and receive counts. Too much information is lost because it is not extracted effectively from phone calls and thus the sales people miss huge opportunities to get strong insights about who they are calling. So it is indeed very important equipping your sales reps and agents with the right resources –  tools and information to interact with your customers.

Your CRM is where data lives and the more data in the CRM the more insight and power you have as a business. So it makes sense that when your telephone rings, your CRM knows about it, who it is, who they spoke to, and how long they spoke. A perfect sync between your CRM and the phone system is just what you need so you can stop juggling and start managing your calls smartly from CRM.

Integrating Call/Contact Center Telephony Infrastructure with your CRM (Customer Relationship Management) software gives you tools to manage customer connections in real time. The advantages of this integration is robust  communication management include accurate information logging, reduced data loss, increased employee efficiency and speed and more.

Why CRM++ Computer Telephony Integration?

So what do you get being a CRM++ Computer Telephony Integration enabled organization?  Or maybe a better question is, “Why would I integrate my telephony system with Oracle CRM, and what is the end objective?”

The #1 reason why an organization implements Computer Telephony Integration within their CRM system is to reduce  costs, improve productivity levels and seamlessly manage customer interactions.  The idea is to create efficiencies within the system that allow the organization to maximize the time of a user spent helping the customer and to minimize the amount of time spent searching or entering data into the system.  How does Computer Telephony Integration do that?  To answer that question, let’s talk about the various benefits associated with Computer Telephony Integration and explain how they help your users:

Computer Telephony Integration with Oracle CRM

CRM++ Computer Telephony Integration enables you to optimise your investment in your Oracle CRM and Telephone infrastructure, providing a seamless telephony integration with Oracle CRM delivered in a cost effective and user friendly manner.

CRM++ Computer Telephony Integration framework offers a direct access to extended telephony functions that enable a comprehensive call center or contact center solution. Based on a Telephony Application Programming Interface CRM++ CTI Framework directly integrates various telephony solutions with Oracle Cloud Platform.

CRM++ Computer Telephony Integration framework provides unifying access to contact center functionalities including both Inbound (screen pop-up) and Click-to-Dial (outbound integration) functions. Inbound integration enables display relevant information about the caller (360° customer view) to the agent as they answer the phone – name, address, outstanding orders or cases. The Click-to-Dial (outbound call) feature helps one-click phone calling functions, capture the call notes, resolution type and call reasons with built-in Call Wrap Up feature.

Features

  • Inbound and click-to-dial action call handling
  • Automatic call wrap-up
  • Caller ID & multiple call support
  • Customer interaction screen to record and track a series of ongoing customer activities
  • Support for multiple sites with different telephone systems
  • Support for both Voice Over IP (VOIP) and standard telephone systems
  • Customizable user preferences
  • Call history and missed call logging

Benefits 

  • Comprehensive CRM platform with unified screen-based telephony
  • Streamlined telephony activity within your business
  • Improved customer relationships, service levels and customer satisfaction
  • Increased telephone call efficiency
  • Manage Service Request life cycle, submission – follow-up – closure
  • Personalized telephone interaction – identifying callers automatically
  • Increased business productivity
  • Improved reporting & collaborative activity management

Thus CRM++ Computer Telephony Integration helps you increase first call resolution, decrease average handle time and reduces cost-per-call, thereby improving customer satisfaction.

Available on Oracle Marketplace

Oracle_Cloud_Marketplace

CRM++ Computer Telephony Integration is also available on Oracle Cloud Marketplace helps which provides Oracle Cloud customers find the best applications to meet their needs through an easily searchable interface.

CRM++Computer Telephony Integration is listed along with the relevant details to help customers determine their value for their organizations, including user ratings and reviews.

Gaining and maintaining a competitive advantage in your industry is never easy. Leverage  CTI technology to take a step in the right direction. Your agents, company and customers will benefit as a result.

About CRMIT Solutions

CRMIT Solutions is constantly focusing on two areas in product development – bringing unique , innovative CX/CRM cloud solutions to the market and continuing to expand out-of-box integration. As more and more businesses move towards an IP based telephony system, having tight integration between telephone systems and CRM is critical to improving productivity and a better end user experience.


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Getting started with Oracle Sales Cloud Security

Oracle Sales Cloud_Security
If you are coming from a very light weight Cloud CRM application (e.g. CRM On Demand) where users could only have a single role and functional privileges, data security authorizations specified in wizard based role console, Oracle Sales Cloud’s security framework could look daunting.

Oracle Sales Cloud security framework has Duty Roles, Abstract Roles, Job Roles, Resource Roles and the setup/administration is done across Authorization Policy Manager (APM), Oracle Identity Manager (OIM).

I would like to approach this in my own way.

a. Roles

For a Sales Cloud Application 3 roles are core

  • Sales Representative
  • Sales Manager
  • Sales Support

b. Modules

The core modules are

  • Account
  • Contact
  • Lead
  • Opportunity
  • Activity

Now, what any of the above roles could do with these modules is defined in “policies”. These policies are of 2 types – Functional Policies and Data Security policies.

These policies are grouped under Duty Roles (also called application roles).

Duty roles could inherit other duty roles. This facilitates to assign multiple roles to a single user.

Sales Representative Duty

Functional Policies under Sales Representative Duty

Data Security Policies under Sales Representative Duty

You could add or remove policies under functional policies section.

You could add or remove policies and add explicit rules and actions for data security policies.

Duty Roles are grouped under Job Roles & Abstract Roles (also called external roles).

Job role typically represents the job a user is hired into e.g. Sales representative job.

Abstract roles typically contain common functionality irrespective of job role e.g. the ‘Employee’ abstract role allows a user to manage personal information etc.

During every implementation it is mandatory that we review functional and data security policies that are assigned to a user through Job roles & abstract roles and add or remove any as required by customer requirements.

For best practices on role customization during implementations, you can refer to a customer connect webinar here

Out of the box, following is the data security setup in Sales Cloud for above roles

Sales Representative:

The seeded Sales Party review duty allows a sales representative to view all accounts and contacts in Sales Cloud application.

Sales Representatives can View and Edit other records if
–they are owner of a record
–they are on the record’s team
–they are a member/owner of a territory associated to the record

Sales Manager:

The seeded Sales Party review duty allows a sales manager to view all accounts and contacts in Sales Cloud application.

Sales managers can View and Edit other records if
–they are owner of a record
–they are on the record’s team
–they are a member/owner of a territory associated to the record

A Sales Manager can also View and Edit records if a Sales Representative reporting to him/her owns a record or in the record’s team or record is associated to a territory in sales representatives’ territory hierarchy.

Sales Support:

Sales Support is a admin role and it allows the users to help sales with their daily activities, perform sales setup/admin tasks and provide access to all sales data in the designated sales region.

At this moment the job role and abstract role administration is handled in OIM (Setup and Maintenance > Manage Job Roles Task) and Duty role administration is handled in APM (Setup and Maintenance > Manage Duty Roles Task).

From release 10, this would become easier as Sales Cloud is coming with a security console to create and manage roles, copy roles and compare roles through a single admin interface. Refer to this customer connect webinar for more information.

About CRMIT Solutions:

CRMIT Solutions is a leader in transforming businesses with cloud based Customer Experience (CX) solutions on sales, service, marketing & social cloud.

oracle_specialized_sales_cloudCRMIT Solutions has achieved OPN Specialized status for Oracle Sales Cloud –Oracle Recognizes CRMIT Solutions for Expertise in Implementing Oracle Sales Cloud. CRMIT Solutions Offers A Host of Solutions on Oracle Sales Cloud, Including Consulting, Sales Planning, Social Sales, Customer Data Enrichment, Field Sales Automation, User Adoption, Training, Health Checks and Testing.

CRMIT Solutions deliver a Fixed Scope Implementation offering for Oracle Sales Cloud to fast track sales productivity. Fixed Scope Offering leverages Oracle best practices and agile approach for fast track implementation of Oracle Sales Cloud – Go Live in less than 4 weeks. It drives sales productivity through higher win rates, forecast accuracy, and lead conversion.

Inputs
C.A.Mohammed
Consulting – CX/CRM Industry Solutions
CRMIT Solutions


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Build email, blast and manage responses from Oracle Sales Cloud

ORACLE SALES CLOUD_1

Sales representatives and sales managers can create sales campaigns for reaching out to contacts within their territories. Using sales campaigns, they invite contacts to an event or inform them about a product launch. Using a guided process, they can select recipients, use email templates, launch campaigns, monitor responses and take actions.

A great stride forward for Sales campaigns is breaking them off from Leads.

Screenshot below: Currently, to access Sales Campaigns you would go to leads.

Oracle Sales Cloud - Existing Version

Screenshot below: Future release, Sales Campaigns are separated from Leads and moved to top level.

Oracle Sales Cloud - Upcoming VersionSimilar to any primary object Sales Campaigns would have its own overview page with predefined lists

Campaigns ListWhen creating a Sales Campaign the first step is to select contacts. The best part of this step is an ability to build your own contact search criteria. The “Add” allows users to add any (Standard & Custom) fields created for a contact to search query. “Apply” would add the selected contacts as recipients to the Sales Campaign.

Now you could add 500 recipients to a Sales Campaign.

Contacts Screen

One of the future enhancements is to allow cross object segmentation e.g. Show me the contacts in a country where opportunity deal size is greater than 100K.

The second step is to select/design the email template. During this step Sales reps/Sales managers could select a email template, personalize the message and insert links for response actions (e.g. Request Call Back) by recipients. Users could also add a Subject and From address for the message.

Template

The third and final step is wrap Up or Launch Campaign. During this step Sales rep/Sales manager could give a name and description to Sales Campaign, define actions (e.g. Receive email notification, Create a call back task) customer responses and define the campaign launch (e.g. Immediate, Later).

Wrap Up

While tracking the results of a Sales Campaign, user could use the summary page to monitor message delivery status, recipient responses (including list of contacts who chose that response and current response status) and take actions e.g. Convert to New Lead. A separate section is also provided to track the leads created from the campaign and their current status.

SummaryResponsesThese features are commonly available from Oracle Sales Cloud release 10.

About CRMIT Solutions:

CRMIT Solutions is a leader in transforming businesses with cloud based Customer Experience (CX) solutions on sales, service, marketing & social cloud.

oracle_specialized_sales_cloudCRMIT Solutions has achieved OPN Specialized status for Oracle Sales Cloud –Oracle Recognizes CRMIT Solutions for Expertise in Implementing Oracle Sales Cloud. CRMIT Solutions Offers A Host of Solutions on Oracle Sales Cloud, Including Consulting, Sales Planning, Social Sales, Customer Data Enrichment, Field Sales Automation, User Adoption, Training, Health Checks and Testing.

CRMIT Solutions deliver a Fixed Scope Implementation offering for Oracle Sales Cloud to fast track sales productivity. Fixed Scope Offering leverages Oracle best practices and agile approach for fast track implementation of Oracle Sales Cloud – Go Live in less than 4 weeks. It drives sales productivity through higher win rates, forecast accuracy, and lead conversion.

Inputs
C.A.Mohammed
Consulting – CX/CRM Industry Solutions
CRMIT Solutions


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Oracle Sales Cloud – Best Practice Data Model for Accounts, Contacts & Activities

blog copyThrough releases 8 and 9, Oracle Sales Cloud started to standardize its data model around Accounts, Contacts and Activities.

Accounts
Previously “Customers” object included both organizations and individuals to whom we sold. Organizations were called Customers and Individuals were called Consumers. But from R8, Organizations and Individuals are separated and are now called Accounts and Contacts respectively.

Previously Customers had to be designated as Sales Accounts for association with opportunities. Now this condition is removed and Accounts could be either ‘Customers’ or ‘Prospects’.

In Application Composer, the account related object “Trading Community Organization Profile” is now called “Account”.

1

Contacts
Contacts now include people related to accounts and people to whom we sell directly.

This change allows to create, search, and manage contacts to whom you sell directly and business contacts in one place.

In Application Composer, the Contact related object “Trading Community Person Profile” is now called “Contact” and “Trading Community Customer Contact Profile” is now called “Customer Contact Profile”.

3

With these changes the confusion around selecting the correct object for setting up fields, pages and rules for Accounts and Contacts is removed.

Activities
From release 9, Appointments, Tasks, and Interactions are now stored in one activities object. The single activities object offers full support for configuration and customization, reporting and security.

This enhancement allows to see all activities in one place and quickly add appointments, create tasks and log calls related to accounts, contacts, and opportunities.

About CRMIT Solutions:

CRMIT Solutions is a leader in transforming businesses with cloud based Customer Experience (CX) solutions on sales, service, marketing & social cloud.

oracle_specialized_sales_cloud
CRMIT Solutions has achieved OPN Specialized status for Oracle Sales Cloud –Oracle Recognizes CRMIT Solutions for Expertise in Implementing Oracle Sales Cloud. CRMIT Solutions Offers A Host of Solutions on Oracle Sales Cloud, Including Consulting, Sales Planning, Social Sales, Customer Data Enrichment, Field Sales Automation, User Adoption, Training, Health Checks and Testing.

CRMIT Solutions deliver a Fixed Scope Implementation offering for Oracle Sales Cloud to fast track sales productivity. Fixed Scope Offering leverages Oracle best practices and agile approach for fast track implementation of Oracle Sales Cloud – Go Live in less than 4 weeks. It drives sales productivity through higher win rates, forecast accuracy, and lead conversion.

Testimony to Customer Excellence

Inputs
C.A.Mohammed
Consulting – CX/CRM Industry Solutions
CRMIT Solutions


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How to Best Utilize Oracle Sales Cloud Analytics ?

Sales Analytics

Oracle Sales Cloud has prebuilt dashboards tailored for all sales roles. Sales Analytics allows users to track Pipeline Strength, Actuals against Quota and Sales Team Performance in a single view.

Dashboard Reports

Dashboard reports allow users to navigate from a summary view to more detailed report and users could even further drill down to record level information.

Pipeline Analytics:

Pipeline analytics shows sales team’s opportunities by sales stage and revenue contribution. Prebuilt metrics show the Total Revenue, Open Pipeline and Revenue won by sales team in a quarter and facilitate future planning.

Pipeline Analytics

Actual vs Quota:

Team Performance

Actual vs Quota report allows tracking quarterly Revenue Forecast, Won Revenue and Open Pipeline for each product line. This report helps sales managers to identify areas for improvement and ensure sufficient pipeline revenue in the final sales stages to meet quarterly revenue goals.

Team Performance Analytics:

Team performance analytics allows identifying how individual team members are progressing towards their revenue goals. A sales manager can identify top performers and also team members who might need support and coaching as they are lagging behind.

The Achievement % and Won Revenue views shows performance in percentage and in absolute numbers facilitating course correction as required.

Team Performance

Team Performance

Activities Report:

Activities report allows users to easily track upcoming/planned activities that they need to prepare for in next few days.

Activities Report

Mobilytics:

Oracle Mobilytics app provides unprecedented mobile business intelligence into sales performance with interactive visualizations created specifically for iPad.

Forecast Shaper:

Forecast Shaper enables to perform ‘what-if’ analyses and shape sales team’s forecast more intelligently.Results could be filtered by Region, Product, Industry etc.

Forecast Shaper

Pipeline Analyzer:

Pipeline Analyzer allows to view all deals with deal size for each sales stage.

Pipeline Analyzer

Deal Radar:

Discover which deals are being actively managed by using Deal Radar. Apply filters like Region, Product and Industry to view deals by quarter instead of activity.

Deal Radar

Team Tracker:

Team Tracker allows you monitor team performance and proactively address performance issues.

Team Tracker

 

About CRMIT Solutions:

CRMIT Solutions is a leader in transforming businesses with cloud based Customer Experience (CX) solutions on sales, service, marketing & social cloud.

oracle_specialized_sales_cloud
CRMIT Solutions has achieved OPN Specialized status for Oracle Sales Cloud –Oracle Recognizes CRMIT Solutions for Expertise in Implementing Oracle Sales Cloud. CRMIT Solutions Offers A Host of Solutions on Oracle Sales Cloud, Including Consulting, Sales Planning, Social Sales, Customer Data Enrichment, Field Sales Automation, User Adoption, Training, Health Checks and Testing.

CRMIT Solutions deliver a Fixed Scope Implementation offering for Oracle Sales Cloud to fast track sales productivity. Fixed Scope Offering leverages Oracle best practices and agile approach for fast track implementation of Oracle Sales Cloud – Go Live in less than 4 weeks. It drives sales productivity through higher win rates, forecast accuracy, and lead conversion.

Testimony to Customer Excellence

Inputs
C.A.Mohammed
Consulting – CX/CRM Industry Solutions
CRMIT Solutions