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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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The Modern Customer

Modern Marketing

A few weeks back I received a call from an advocate’s office asking me to visit the court with regards to a civil case filed against me. This took me by surprise and when asked for more details, the caller did not provide any or did not have any. On further investigation, I found that the dispute was regarding a bill settlement (of a leading internet service provider), which I had cleared six months ago and asked for discontinuation of services. Despite a busy day at work and because this call was unsettling me, I called the customer centre, visited one of the walk in stores and tried to explain myself. To my surprise, even after understanding my entire case, none of the agents were willing to help! All I got was another number of some customer advocate team to reach out to. Why should I be calling when I have settled what was asked???

Nevertheless, I went ahead and dialled the so called ‘Customer advocate team’ only to explain myself all over again and to receive a list of action items from them. This did not go down too well with me and I called up a friend, who also happens to be a corporate lawyer, for consultation. He asked me if I would like to file a defamation or harassment case against the company. While I did not go that way, I ensured I write aggressively about this on my blog and other social platforms.

Today, I received another call. This was a special one! An agent called up apologizing for the entire incident (After reading my posts and mentions). But to my disbelief and disappointment, he asked – ‘Could you please explain the issue?’ I did not bother explaining myself and just gave the subscriber id. But out of sheer interest and curiosity, asked him the details of the applications and processes they have in place and drew the below grid:

My Issues/ What I said Their Processes/What they said
‘I have cleared the pending amount please discontinue my internet connection’ Information was not passed to the correct department although captured in the system.‘The services are not discontinued on customer’s request until a feedback call is received, Since I did not get any confirmation call from the service provider, my services were assumed to be continued’
I kept getting calls every month and I had to explain myself over and over again The payment due department is different and has nothing to do with the customer support department
I sent the final settlement and other interaction emails several times, I had to follow up to ensure a closure and did not receive any confirmation back. ‘Not sure what happened, We are sorry about it. Can you clear your pending dues to ensure you don’t have to visit the court?!’
Reluctantly called Customer advocate team hoping to get some positive action ‘Fill up the details on a form, Send it by post to xyz address, we will take it up from there’
Blogged about it Another team handling social platforms called to ask more details

Is this how you are handling today’s customer?

We are deep in the age of the Customer where the speed at which people decide or react or engage has increased manifolds, and if you are not willing to acknowledge this fact you are choosing to be oblivion.

Let’s see some ‘qualities’ (that you may not like) you could attribute to today’s modern customer, some stats around it and the cause and effect.

“Gone are the days when everybody watched prime-time news or series at the same time or did financial transactions during banking hours”

I was going through an annual internet trends report collated and presented by KPCB (Kleiner Perkins Caufield Byers) and some stats given below are worth noticing. Below slide gives a projection of the data that would be shared socially worldwide.Modern Customer

Earlier interactions used to be between individuals, if a consumer had a concern, they would have shared with the supplier or service provider but imagine a bad feedback with mentions of your organization being posted by one individual but read and shared by others exponentially.

“A bad feedback once given, always remains. Thanks to SEO it keeps coming up on search results”

Global Digital Information

The numbers are indicative enough of changing times. The questions one needs to ask are:

  • Is your Service Organisation Modern enough?
  • Are you available for your customer wherever and whenever your customer wants you to be?
  • Are you putting your money at the right place? Training the right people? Using the right applications?
  • Are you operating a cost center or a profit center?
  • Are you providing a multichannel experience?
  • Is Multichannel enough?

For example, let’s see the progress of a service organization or contact center. I will also try to relate to what my service provider did not do or could have done.

Progress of a service organization or contact center

A study conducted by Aberdeen Group in March 2014 highlights the business value addition with implementation of an Omnichannel experience. The numbers below from this report should be incentive enough in adopting this change.

Omnichannel Program

AT CRMIT Solutions, the consultants team agrees with this business benefit of Customer Experience Management and is equipped to deliver it. Oracle Service Cloud applications provide best in class unified Omnichannel experience and our CRM++ products seamlessly integrate to enhance the utility even further.

As for my Internet service provider, I tried sending my business card to, I am hoping they think about getting to this level pretty soon or they would be left pretty far behind.

About CRMIT Solutions:

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

Specialized Partner for Oracle Service CloudCRMIT Solutions has achieves Oracle PartnerNetwork Specialization for Oracle Service Cloud – Oracle Recognizes CRMIT for Expertise in Implementing Innovative and Value-Added Solutions to Oracle Service Cloud for a unified cross-channel (web, social and contact centre) service solution that matter most in the customer’s journey.

Oracle Service Cloud SolutionsCRMIT Solutions is are committed to provide customers with the best service in the industry. Everything we do – every order, every delivery, every service, every offering – centers on the satisfaction of our customers, and making them more efficient at what they do.

Testimony to Customer Excellence

Pratik Bajaj
Principal Business Consultant – Industry CRM & CX Solutions.
CRMIT Solutions


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Stop Traditional Marketing…. It’s time for Modern Marketing! #oow14

Modern_MarketingOnce upon time… Huh! don’t worry am not going to tell a long story. It’s my anecdote.

We have a lots of unintelligible data. For e.g, so many people are visiting Landing pages but don’t know, from which source they are coming?
we are equally spending money across all the networks(Social Media, Google Adwords, Webinars, Virtual Events etc…) couldn’t able to find out ROI breakout on individual
source.
Eloqua has showed a solution for this. Now, we can figure out from where we are getting more Leads. It is giving Data Intelligence to drive Sales Cycle more .

Scenario: Campaign to invite customers to attend a sales webcast or virtual event.
1) Send initial email invitation
2) Scrub registration list against email list
3) Send reminder to those not registered
4) Wait until the webcast date, download the attendee list. Divide list to send thank you and sorry we missed you email.
5) Email attendee list to marketing operations to upload into CRM.

After Marketing Automation
1) Upload emails and campaign list into Eloqua.
2) Create Eloqua Program
3) Activate
4) Do a happy dance when leads show up.
5) Have a glass of wine to celebrate.

Eloqua has solved my maintenance issues & made me Modern Marketer.

Happy Modern Marketing

Don’t relay on others… Do it your own Marketing.. Be like one man Army

Still, Are you relaying on Web Developers, Designers to do Campaigns. Their support doesn’t require anymore.
Everything you can do it by your own with WYSIWYG(What You See Is What You Get) Editor. Doesn’t Sound interesting. It’s as simple as Drag-Drop feature.
Which will effectively improves your ROI(Return on Investment) & SOI(Savings on your Investment). Are you thinking how?
Let me explain scenario.
Use case: Execute Campaign

Without Eloqua,

1) Taking help from Web Developers/Designers to create Emails/Landing Pages.
2) Sending emails.
3) Resending emails(Who are not responded)
4) Checking for Date/Time (To restrict sending emails in Business Days only)

No.of people involved in this process is more than one.

With Eloqua,
1) Create Email by your own self.
2) Set the Campaign Canvas.
3) Let Eloqua to flow the Campaign Canvas(Which includes Resending emails, Restricting emails based on Time Zones & Business Days/hours)
4) Enjoy the Reports

No.of People involved here is only one(Modern Marketer)

About CRMIT Solutions:

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

CRMIT Solutions also extends Marketing Cloud Automation solutions with Oracle Eloqua. “Marketing Oracle Marketing Cloudautomation has been a critical component for our customers and Oracle Eloqua is an ideal fit for modern marketers to power revenue performance,” said Vinod Reddy, Founder & CEO, CRMIT Solutions.“They can transform the way you market in the digital age while delivering an integrated and highly personalized customer experience,” added Vinod.

Testimony to Customer Excellence

CRMIT Solutions is committed to provide customers with the best service in the industry. Everything we do – every order, every delivery, every service, every offering – centers on the satisfaction of our customers, and making them more efficient at what they do.

Input from
Ravi Teja
Marketing
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


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The Future of Oracle CRM On Demand: Roadmap and Strategy for Continuous Innovation

Continuous-innovation-and-value-to-customers

The future of Oracle CRM On Demand:

Oracle CRM on Demand or simply OCOD, is presently 26 releases old. This and few of the releases in the recent past indicates the commitment Oracle has towards this product. Also, it has brought in sigh of relief among Oracle’s customers and partners who otherwise thought that the product has reached its end and Oracle would show apathy towards it.

Below paragraphs are attempts to summarize a list of reasons why one should look forward for using OCOD instead of looking for alternatives.

Mobile capabilities

It is out in open, Mobile and Cloud technologies are the 2 concept that would shape the way business are done in years to come.

System which can only present data to a sale reps on their computer screen seems naive these days. World is looking for systems which can find information while they are on the move.

Significant investment was seen from Oracle to make OCOD a mobile enable product. It looks the end result set as objective was a system that is not just informative and sensible but also responsive and pretty at the same time.

2 enhancements OCOD Disconnected Mobile Sales and OCOD Connected Mobile Sales are outcome of this very investment. Both being sales centric apps, provides access to data and ability to manage Contacts, Tasks, and Appointments with ease.

CRM On Demand Mobile Capabilities

RESTful APIs Support

Continuing the mobile enablement strategy, OCOD will soon be introduced to RESTful APIs to support mobile based solutions. This feature, once introduced, doubles up the possibilities and increases the range of solutions that can be provided on the system.

Late last year, OCOD witnessed similar ground breaking release in the form of Javascript APIs. Almost a year past and now it is evident to all how it has changed the way custom solutions are designed on this system.

It is not just the utilities these API brings in make them ground breaking but, the fact that they are low maintenance, cost effective and increases overall UX.

Social Integration

Less than half-a-decade ago there were times when businesses were looking for systems that could generate leads through their websites or enable customers to raise enquiries through them. The fact that it can be termed as a thing of the past shows the pace with which CRM as a concept has evolved. Today’s world is looking for systems which to generate leads from Social Networking Sites and Forums.

OCOD’s new integration abilities with Oracle Social Relation Management (SRM) are steps in the same direction. SRM in itself a matured product suite, has in-built features such as Social Engagement and Monitoring (SEM), Social Marketing (SM) and Oracle Social Network (OSN) is now couple with OCOD’s Marketing, Sales and Service capabilities. It already seems a potential winner in this space at the moment.

Report API

Today, it is hard to find any product that could challenge Oracle BI (Analytics and Reporting) tools for its potentials. Built on the same framework, OCOD Reporting tool will see another feather in its hat. Soon to released Report API allows reports to be executed offline and results can be scheduled and sent over an email.

This means sales manager would not have to log on to his OCOD to review the stats and track the progress of his team as it would be readily available to him every morning in his email client.

Oracle Cloud Marketplace

Ever since Oracle made Cloud Marketplace available, innovative products have been pouring down the alley. It is a great place to find business apps for Oracle cloud. This platform has opened up vast opportunities for stakeholder to showcase their ideas and solve complex business problem at the same time.

Recently, OCOD has found it ways into Marketplace and soon we will witness interested apps up there for our businesses to use.

One would agree that even without these enhancements, OCOD still is one of the most comprehensive CRM solutions available on Cloud today.  With further investments in pipeline, it doesn’t seem this decade old product is going to give up without a fight when put against heavy weights such as Oracle Sales Cloud and Oracle Service Cloud both put together.

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_crm_on_demand

 

CRMIT Solutions has achieved Oracle PartnerNetwork (OPN) Specialized status for Oracle CRM On Demand.

“This Specialization reinforces our capabilities, dedication and commitment to Oracle CRM On Demand. Having completed over 100 customer implementations across numerous verticals using our CRM++ applications for CRM On Demand, we have been able to help bring business value to our customers. Our expertise has helped us become a virtual extension to the Oracle sales and technical teams”says Vinod Reddy, CEO, CRMIT Solutions.

Testimony to Customer Excellence
CRMIT Solutions is committed to provide customers with the best service in the industry. Everything we do – every order, every delivery, every service, every offering – centers on the satisfaction of our customers, and making them more efficient at what they do.

Inputs from
Deepak Andeli
Business Consultant – Industry CRM & CX Solutions
CRMIT Solutions


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Successes of Unified Brand Engagement

Brand Experience

Recently we started building a mobile application for one of our CX clients. During requirements gathering face, we asked for their brand guidelines in terms of user experience.

Our customer was surprised. Their response was ‘you are the mobile experience experts, you should be able to design this based on your previous experience, how can we add value in this?’

We expected this answer and explained to the customer that mobile experience can’t be very different from the customer’s existing brand experience. Of course, mobile provides various other possibilities, but, if it is drastically different from the other experience the customer is used to, it tends to confuse them and provide an overall bad experience.

For example, if I am booking flight tickets in a particular website for the previous 5 years, and suddenly the company introduces a mobile application, I expect to use the mobile app in pretty much the same way as the web site. It can be sleek, can use different icons and color combinations, but the brand experience shouldn’t be different requiring a relearn.

This is an interesting challenge. We want to use the features provided by the mobile device, at the same time, we want to keep the unified brand experience (UBX). Both of them should be considered before arriving at an architecture. This is not just for mobile, but applies for any channel.

Take a bank for example, a customer may access it in his mobile device or web or smart TV or through an ATM. All these experiences should be unified so that they don’t feel the pinch of switching from one channel to another. Means, data continuity, along with brand experience continuity.

Hence, we encourage our customers to arrive at guidelines in terms of brand experience which can be shared with people developing different touch points in different channels. Starting from logo, alignment, fonts, colors, to the way menu items are organized, these should be documented so that it is clear for the channel developers what to expect.

 

Next-Gen Customer ExperienceAt the same time, this shouldn’t become a boring “Color by numbers” experience for the channel developers. They should be given freedom to choose the best design that suits the device. For example, in the flight ticket booking application, there can be a feature which says “Search flights from the nearest airport”, which may not be applicable for a PC based web site.

As new channels get added every day, this becomes a very important task marketers need to focus. A well designed Unified Brand Experience can do wonders in terms of bringing people to new channels.

CRMIT’s UI/UX team works closely with customers to arrive at their Unified Brand Experience (UBX) guidelines and supports channel developers to translate it creatively to suit their device specific needs.

About CRMIT Solutions:

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

We are committed to provide customers with the best service in the industry. Everything we do – every order, every delivery, every service, every offering – centers on the satisfaction of our customers, and making them more efficient at what they do.

Testimony to Customer ExcellenceInputs from

Naga Chokkanathan
Sr. Director – Innovations
CRMIT Solutions


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Modern Marketing: The New Digital Dialogue

 

Latest Marketing Landscape

Image Reference – Biztegra

Modern Marketing implies marketing Machines.

Business is social. Business is marketing. Marketing is social. In 2014 our programmatic speech at the consumer averages 4000 messages per day, a great bulk of it digital. Few listen. Many tune out. Most stare. We have a long way to go in building the marketing machines. How might digital technology help build machines of society?

The marketing clouds of 2014 are either mass advertising machine tools or mass advertising machines. Leading marketers are focused on getting actionable insights from the marketing clouds and the data oceans. Separately we have moonshots for the marketing machine tools by the likes of Google and Apple.

Marketing Strategies

The art of the digital is to capture the intricate social as a series of dialogues. However the state of the art in 2014 is a series of monologues, the simplistic approaches of a command economy. Over time the marketing monologues improve with tools such as ID graphs and other identity collators. Nonetheless with every passing reinforcement of the command economy the digital contract for social takes a step back. When a consumer feeds us personal data, from the house thermostat, the driverless transports, the eye glasses, the skin sensors and other electronic interfaces FROM his life the digital contract is to employ that data in the service of locale social, locale marketing, locale dialogues. To be sure, Data is a neural net! A marketing logic that prefers siloed enrichment to simplification of the consumer’s data breeds monocultures and diminishing returns.

The premise of the digital society is you reap as much Data as you sow. For an enterprise this translates to ever finer descriptors of its offering in the market. Modern marketing in a globalized digitalized economy is less about privacy than about social literacy. It calls for more social science to marketing than ever before.

About CRMIT Solutions:

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

CRMIT Solutions also extends Marketing Cloud Automation solutions with Oracle Eloqua. “Marketing Oracle Marketing Cloudautomation has been a critical component for our customers and Oracle Eloqua is an ideal fit for modern marketers to power revenue performance,” said Vinod Reddy, Founder & CEO, CRMIT Solutions.“They can transform the way you market in the digital age while delivering an integrated and highly personalized customer experience,” added Vinod.

Testimony to Customer Excellence

CRMIT Solutions is committed to provide customers with the best service in the industry. Everything we do – every order, every delivery, every service, every offering – centers on the satisfaction of our customers, and making them more efficient at what they do.


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Introduction to Oracle Customer Experience Offerings

Oracle CX Offerings

Customer experience is a term getting prominence in the previous few years, thanks to the changed expectations from customers who started demanding from organizations. This meant the driving seat was getting changed to customers instead of organizations. This soft affected all parts of a company such as sales, presales, design, production, quality control, marketing, commerce etc while introducing a new complexity in terms of social conversations.

This introduced a large change in business systems too. Traditional way of development and deployment didn’t suit this rapidly changing environment. Systems had to be built in an agile manner and they have to be configurable so that business users have the flexibility of changing their business rules with few clicks instead of waiting for a developer to implement the same. This gave them an advantage to react to the market expectations in the best possible manner.

Oracle customer experience suite of products provide a comprehensive set of solutions to cover all major business systems. Starting from sales to commerce, all solutions are designed with customer experience in the core. Their modern approach coupled with the possibilities of accessing business solutions anywhere and everywhere makes this process very smooth. Organizations are able to map their existing business process and changes required in them smoothly into the system(s). As these systems talk to each other in a native manner, orchestrating a complete solution using best of individual offerings is also easy.

Oracle Sales Cloud provides a complete sales enablement solution whereby sales executives and managers are able to access important data at the right time in any device. Workflows and analytics engines make the automation and business intelligence process stronger. An intuitive user interface makes this application very sticky.

Oracle Service Cloud is a multichannel solution which offers the possibilities of customers getting information about the company, as well as raising their issues through web, chat, phone, email and social touch points. These are centralized to an agent desktop where various levels of automation are possible to ensure the customers’ issues are resolved at the earliest.

Oracle Marketing Cloud allows marketers to get access to customer data with absolute clarity, design segments and run campaigns for them with control. Its strong analytics engine powers marketing business intelligence.

Oracle Social Cloud allows organizations to listen to various social assets, create content, engage with customers and convert the influence to sale. It has strong integration with other Oracle CX solutions and hence use cases such as tweet to lead, tweet to incident can be configured by business users. Its analytics platform provides great insights on how the market is thinking.

In addition to these, Oracle is in the process of releasing more cloud offerings to support customer experience. These will help organizations understand the pulse of their customers and stay ahead.

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 also extends Marketing Cloud Automation solutions with Oracle Eloqua. “Marketing Oracle Marketing Cloudautomation has been a critical component for our customers and Oracle Eloqua is an ideal fit for modern marketers to power revenue performance,” said Vinod Reddy, Founder & CEO, CRMIT Solutions.“They can transform the way you market in the digital age while delivering an integrated and highly personalized customer experience,” added Vinod.

 

Testimony to Customer ExcellenceCRMIT Solutions is committed to provide customers with the best service in the industry. Everything we do – every order, every delivery, every service, every offering – centers on the satisfaction of our customers, and making them more efficient at what they do.

Inputs from

Naga Chokkanathan
Sr. Director – Innovations
CRMIT Solutions