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
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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.

Other priorities:

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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 is a mobile app to accelerate field sales engagements with prospects and make your first impression count...." 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.

Comprehensive Insights on CRMIT Salesforce Sales Cloud Use Cases

How efficiently Does CRMIT Salesforce Sales Cloud manage your Engaging And Following Up?

What benefits does CRMIT Salesforce Sales Cloud offer for Lead Engagement?

What Are the key features of CRMIT Salesforce Sales Cloud for Proposal & Quote Management?

Case Studies

Manufacturing

CASE STUDY Hobas

Salesforce Field Service helped Hobas improve field service management. Hobas faced issues with their old system, like poor scheduling and no real-time tracking. They switched to Salesforce Field Ser...vice for better scheduling, mobile access, and real-time dashboards. The new system cut turnaround times by 13% and boosted productivity by 17%. Hobas now has better control and lower travel costs.

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Automotive

CASE STUDY A revitalized British motorcycle brand

Salesforce Data Cloud helped a British motorcycle brand fix scattered data and improve marketing. They unified 56,000 customer profiles into 27,000, cutting duplicate records. The team integrated Dat...a Cloud with Shopify and Service Cloud for better customer insights. Email personalization improved by 30%. Data accuracy increased by 46%. Centralized data made decisions faster and marketing more targeted.

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Manufacturing

CASE STUDY Global manufacturer of commercial flooring

Salesforce Data Cloud unified customer data for a global commercial flooring manufacturer. Before, data was split across Salesforce Manufacturing Cloud, Commerce Cloud, ERP, and Marketing Cloud. The ...solution brought all data together using Salesforce connectors and APIs, creating a single customer record. This record included purchase history, service interactions, and marketing engagement. The company used these insights for better segmentation and personalized marketing. Results included improved customer satisfaction and higher click-through rates.

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Transportation/Trucking/Railroad

CASE STUDY a prominent freight brokerage firm

Salesforce Sales Cloud and CTI Integration helped a leading freight brokerage firm in North America. The sales team struggled with lead management, account tracking, and missed follow-ups. CRMIT impl...emented a custom lead conversion process, improved CTI integration, and automated notifications. The company saw a 20% increase in lead conversion rates and a 15% reduction in missed opportunities. Data accuracy improved by 20%, and Salesforce user adoption rates increased by 15%.

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Hospital & Health Care

CASE STUDY An American, for-profit, managed healthcare company (name not disclosed)

Salesforce Sales Cloud and Service Cloud helped a large US healthcare company after it acquired Reston. The company needed to align business units and integrate Reston’s accounts and data. CRMIT repl...aced Reston’s purchase order system and unified sales, service, and data models. The solution enabled onboarding of 65 Reston users and installation of 160 sold cases. The company improved cross-selling and decommissioned Reston’s Salesforce system.

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CASE STUDY A leading health benefits provider

Salesforce Service Cloud helped a leading health benefits provider improve operations. CRMIT Solutions integrated Service Cloud to connect eight teams and automate case management. The new system red...uced GOP creation time by 96.67% and end-to-end case handling time by 91.67%. Agents now access all member data in one place. Automated routing and custom SLAs improved communication and reduced misrouted cases.

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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.

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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.

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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.

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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.

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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

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Financials

NA