CRMIT Salesforce Sales Cloud Overview

Fieldsalespro enhances financial advisors' productivity and customer engagement, making field meetings more effective and increasing conversion rates by 7X. FieldSalesPro ensures superior field sales opportunities.

Use Cases

Customers recommend Engaging And Following Up, Onboarding, Lead Engagement, as the business use cases that they have been most satisfied with while using CRMIT Salesforce Sales Cloud.

Other use cases:

  • Proposal & Quote Management
  • Performance Management
  • Collaboration
  • Conversion Management
  • Meeting Management
  • Coaching
  • Cross Selling
See all use cases See less use cases

Business Priorities

Enhance Customer Relationships and Increase Sales & Revenue are the most popular business priorities that customers and associates have achieved using CRMIT Salesforce Sales Cloud.

CRMIT Salesforce Sales Cloud Use-Cases and Business Priorities: Customer Satisfaction Data

CRMIT Salesforce Sales Cloud works with different mediums / channels such as Mobile. and Mobile App.

Reviews

"...FieldSalesPro organizes and improves efficiency, of key sales processes, including quote management and sales performance analysis...." Peer review

CRMIT Salesforce Sales Cloud, belong to a category of solutions that help Field Sales. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

CRMIT Salesforce Sales Cloud Customer wins, Customer success stories, Case studies

What Are the key features of CRMIT Salesforce Sales Cloud for Engaging And Following Up?

How can CRMIT Salesforce Sales Cloud optimize your Lead Engagement Workflow?

What benefits does CRMIT Salesforce Sales Cloud offer for Proposal & Quote Management?

Leading electronics and consumer goods manufacturer globally - Consumer Electronics

Salesforce Sales Cloud helped a leading electronics and consumer goods manufacturer in Japan improve sales pipeline accuracy. The company faced challenges with dealer network management and lacked a ...clear view of orders and inventory. CRMIT implemented Sales Cloud, a self-service portal, and order management tools. Dealers gained real-time access to inventory and order tracking. The solution increased sales productivity, improved onboarding turnaround time, and boosted customer satisfaction scores.

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Leading industrial manufacturer - Manufacturing

Oracle Eloqua helped a leading industrial manufacturer fix bad customer data and improve sales. The company had problems with duplicate and inconsistent records in their CRM. They used data cleansing... and de-duplication tools to clean up contacts and accounts. They set up bi-directional sync between Eloqua and Oracle Engagement Cloud. This made customer data more accurate and helped sales teams get better leads. The company saw more revenue and better use of their data.

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A global manufacturing company (Fortune 100, USA) - Manufacturing

Salesforce Field Service helped a global manufacturing company improve service contract management, case management, and work optimization. CRMIT built a custom Salesforce field service Lightning sol...ution with service cloud and community cloud. The solution automated contract status updates, improved work order control, and enabled real-time prompts for technicians. Service leaders can now prevent new work orders for canceled contracts. Managers track time across all work orders. Field technicians access needed product parts easily.

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A leading designer and manufacturer of highly engineered motion, actuation, control solutions and brake/friction materials - Manufacturing

CRMIT Solutions used its Application Success Value Pack (ASVP) to improve Salesforce and ERP integration for a major US manufacturer. The company faced poor sales visibility, duplicate billing data, ...and server instability. CRMIT upgraded Jitterbit integration, cleaned up 40GB of duplicate data, and improved server stability. Sales teams gained better pipeline insights and forecasting with Salesforce tools. Storage use dropped from over 130% to 10%, and system uptime reached 99%.

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A global leader in modular flooring - Manufacturing

CRMIT used MuleSoft to connect 15+ systems for a global modular flooring company. The company faced problems with old systems, data silos, and slow project launches. CRMIT built a unified API-led fra...mework with MuleSoft, linking ERP, CRM, and Commerce Cloud. The solution automated order and inventory sync, improved monitoring, and enabled real-time data sharing. After launch, the company processed over $36 million in orders in two weeks with no outages or high-priority incidents.

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A leading provider of IT management software solutions - Information Technology And Services

Salesforce Sales Cloud with Lightning Web Components helped a leading IT management software provider. The company faced low user engagement and data errors due to a poor interface and scattered data.... They built role-specific, modern UIs and a unified dashboard for accurate, up-to-date information. Guided workflows and automation improved task completion and follow-ups. User satisfaction and productivity rose by 24%. Sales rep productivity and efficiency increased by 18%. Data quality improved by 14% with better reports and dashboards.

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CRMIT Salesforce Sales Cloud Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
Analytics

4.73/5

Read Reviews (15)
Custom Reports

3.74/5

Read Reviews (6)
CAPABILITIES RATINGS AND REVIEWS
Analytics

4.73/5

Read Reviews (15)
Custom Reports

3.74/5

Read Reviews (6)

Software Failure Risk Guidance

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for CRMIT Salesforce Sales Cloud

Top Failure Risks for CRMIT Salesforce Sales Cloud

CRMIT Solutions. News

Awards

CRMIT recognized amongst 20 Most Promising Cloud Solution

CRMIT Solutions has been recognized by SiliconIndia as one of the "20 Most Promising Cloud Solution Providers" for their innovative cloud-based Customer Experience (CX) solutions. This acknowledgment highlights CRMIT's expertise in transforming businesses through cloud technologies, supported by a team of over 200 certified consultants and successful CRM deployments across 25 countries.

Company

CRMIT Solutions Expands GCC Operations with New Jaipur Office

CRMIT Solutions has opened a new office in Jaipur, India, as part of its GCC expansion strategy. This move aims to enhance its data and AI services, focusing on Salesforce implementation and managed services. The Jaipur office will serve as a hub for CRMIT's Application Success Value Plan (ASVP), offering programs like ASVP Improve, Innovate, and Secure. Sumit Jain has been appointed as Vice President & Head of Delivery Unit in Jaipur to lead operations.

Product

Patent Enhances Enterprise Decision-Making | CRMIT Solutions

CRMIT Solutions has been granted a patent for its "Method & System for CRM," enhancing enterprise decision-making. This innovation integrates AI and analytics to improve decision science across sectors like healthcare, wealth advisory, and SaaS support. The patent underscores CRMIT's commitment to digital transformation and innovation, leveraging its Enterprise Innovation Lab for developing advanced AI solutions.

Product

CRMIT Launches AI Agent Incubation Initiative at Its Innovation Lab

CRMIT Solutions has launched an AI Agent incubation initiative at its amplifAI Innovation Lab. This initiative aims to enhance CRM platforms with AI-driven solutions, leveraging tools like Salesforce's Agentforce and Einstein. The lab will support organizations in developing and deploying AI agents tailored to specific business needs, focusing on decision intelligence and ethical AI use.

CRMIT Solutions. Profile

Company Name

CRMIT Solutions.

Company Website

https://www.crmit.com/

HQ Location

1525 McCarthy Blvd, Suite 1000, Milpitas, CA 95035, US

Employees

51-200

Social

Financials

NA